LGIM Blog - Christopher Jeffery, Head of Inflation and Rates Strategy

Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

Chris is Head of Macro within LGIM’s Asset Allocation team. He oversees LGIM’s Economic Research, Rates and Inflation, and the Multi-Asset Strategists and idea generators. He joined LGIM in 2014 from BNP Paribas Investment Partners where he worked as a senior economist and strategist within the Multi-Asset Solutions group. Prior to that, he worked as an economist within monetary analysis at the Bank of England with a focus on the UK domestic economy. Chris graduated from University College, Oxford in 2001 with a first class degree in philosophy, politics and economics. He also holds an Msc in economics (research) from the London School of Economics and is a CFA charterholder.

Other articles by Christopher Jeffery

gilt twenty

L&G explains: Demystifying the gilt market

The UK gilt market is huge, and the cornerstone of the UK financial system. But what form does that borrowing take, and why is it important?

market tariff

President Trump’s first couple of weeks: market implications

It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico and China. What could this mean for those countries and what are the potential implications for investors?

LDI yield

LDI chart update: What could rising yields mean for DB schemes?

Over the last few days, we have seen significant moves in gilt markets, accelerating the trend observed over the final quarter of 2024. Here’s our latest thinking on these market moves and the potential implications for DB schemes.

unfollow crowd

Unfollowing the crowd

How our rates investors seek to avoid the pitfalls of prediction in actively managed government bonds

Geography 1

Chart of the month: Geography lessons

How do French government bond spreads stack up compared to the fundamentals?

Fed CIO

Chart of the month: Bonds buck the trend

Bond markets normally rally after a rate cut, but not this time. What gives?

Fragile markets

Fragile markets vs. political risk

We believe periodic market disruptions are increasingly probable in late cycle. Enter the US election.

Yield curve

Reversion to ‘un-inversion’

Assessing the potential signaling value of the yield curve.

Topix COTM

Chart of the month: August angst in the Japanese equity market

What's happened historically following large one-day falls in a country’s stock market?

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