LGIM Blog - Erik Lueth, Global Emerging Market Economist

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.

Erik identifies investment opportunities across emerging markets. He uses quantitative models, past experience and lots of common sense. Prior to joining LGIM, Erik worked for a hedge fund, a bank, and the IMF.

Other articles by Erik Lueth

world wait

Tariffs and trade – the world won’t wait

Current anxiety surrounding global trade is understandable. However, the medium-term picture could be brighter. While President Trump may put up tariffs, we believe the rest of the world is likely to move on to trade without the US. This matters for export-oriented stock indices.

Chinese housing

Is Chinese property troughing?

We believe it could be hard for the Chinese economy to reflate without a rebound or at least a trough in the Chinese property market.

Elephants herd

When elephants fight: Does US-China decoupling help or hurt Mexico?

While a US crackdown on Chinese re-routing could hurt Mexican growth, that must be weighed against solid macro policies and the long-term gains from friendshoring.

EM fiscal

EM fiscal outlook: Running out of other people’s money

It’s that time where most countries prepare their budgets for next year. So let’s take this opportunity to reflect on the outlook for emerging market sovereign debt. A handful of countries are likely to see their debt rising from already high levels. Brazil’s outlook is particularly worrisome.

Chinese stimulus

Chinese stimulus for a happy anniversary

China unleashed a concerted, well-timed stimulus effort last week ahead of the 75th anniversary of the People’s Republic of China and a week-long holiday. Should investors take note?

strong dollar

Is the US dollar to blame for EM woes?

The US dollar cycle is a key metric to follow for any investor, but emerging market (EM) investors should pay particular attention to its ebbs and flows.

China-docks loading

Is China exporting deflation?

There is handwringing in Western capitals about excess capacity in China. However, a look at macroeconomic data suggests these fears could be exaggerated.

China stimulus

Why a change in tone from the Politburo makes us more constructive on China

A change in tone in the recent Politburo meeting and policy measures announced over the past few months have led us to become somewhat more constructive on China's outlook.

L China1

China’s L-shaped recovery

China’s leadership set the 2024 growth target at 'around 5%', in line with last year's target and actual outcome. It will be challenging to hit this target, in our opinion.

Recommended content for you

Learn more about our business

We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre