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 Jeffery

Chris is Co-Head of Asset Allocation and Head of Macro in L&G's Asset Management business. He oversees Economic Research, Rates and Inflation, and the Multi-Asset Strategists.

It’s his job to attempt to impose coherence on the brilliant, but often unstructured, debate of some highly-opinionated market thinkers who typically disagree with one another.

He joined the business in 2014 from BNP Paribas Investment Partners where he worked as a senior strategist. He’s a graduate of both the University of Oxford and the London School of Economics and is also a CFA charterholder.

Outside of work, Chris mixes enthusiasm and incompetence for sport in approximately equal measure. He is the proud coach of a girls’ football team, proving the maxim that “if you can, do. If you can’t, coach.”

Other articles by Christopher Jeffery

Token COTM

Is tokenmaxxing the strongest signal yet for AI demand?

For July’s chart of the month, we explore the rise of tokenomics. We look at the incredible growth in direct artificial intelligence (AI) revenues in the last 18 months and ask whether it’s enough to justify the huge capital expenditure that is underway.

Man island

No man is an island

This month, we assess the impact of global factors on gilts.

COTM May26

Chart of the month: A multi-trillion-dollar question

The last month for semiconductor stocks has been extraordinary. In May’s chart of the month, our Co-Head of Asset Allocation and Head of Macro unpicks a behemoth’s surge.

AA Q2

Q2 2026 Asset Allocation outlook: Adapting to uncertainty

The conflict in the Middle East has raised profound and unsettling questions about geopolitical and commodity market stability.

Iran Implications

Iran conflict: implications for investors

We assess how the latest escalation in the Middle East may affect the macro and market outlook – and stress the importance of a long-term view.

COTM Feb

Chart of the month: Earnings or hype?

This month, we assess what’s driving the performance of large-cap US tech companies.

oil production

Chart of the month: Venezuelan oil in focus

Over the past decade, oil production from the world’s largest known reserves has declined. Could that be about to change?

new prepare

Prepare, don’t predict: why uncertainty isn’t the enemy

In light of the recent US intervention in Venezuela, and increased international focus on Greenland’s future, this series of blogs looks at how we manage portfolios when it feels the world is shifting.

Venezuela US

Venezuela: What do recent events mean for markets?

Amid the recent US intervention, we assess the potential impact on markets and discuss what we are doing in portfolios.

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