LGIM Blog – Matthew Rodger, Assistant 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.

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Matthew is an economist covering emerging markets. He uses countries’ historical experience, alongside fresh economic data and quantitative methods, to recognise new investment opportunities. Prior to joining LGIM, Matthew graduated with an MSc in Economics from the London School of Economics and worked in various economic research roles. When not studying EM economies, he is enjoys reading, hillwalking and skiing.

Other articles by Matthew Rodger

Tariff COTM

Chart of the month: Which countries could be most vulnerable to tariffs?

President Trump’s return to office has seen renewed threats of tariffs on numerous trading partners. Yet how much different countries are affected could vary depending on their trade balance and US import share.

deep seek

Who’s afraid of DeepSeek?

The Chinese firm’s groundbreaking R1 AI model challenges many assumptions on the state of the technology.

China trump

What a Trump presidency might mean for China trade relations

With Trump’s election, another round of tariffs against China seems inevitable.

American dream

Trump and EMs: A return to (new) normalcy?

At first sight, a Trump presidency spells bad news for emerging markets (EMs), but is that simplistic?

Street-scene above

Niche no more

Is investment grade corporate emerging market debt an asset class whose time has come?

Planning pickle

The UK's planning pickle

The discretionary planning system is a barrier to growth, but reformists must ruffle feathers to get results.

US-voting booth

US election: Three risks markets are missing

By focusing on a Biden-Trump rematch, are markets missing more important risks?

machina AI

Artificial intelligence: incrementum ex machina

An AI boom will initially be lopsided, with some countries and groups benefitting more than others.

data visualisation

Artificial intelligence: the worker’s assistant or adversary?

AI raises the prospect of both large productivity gains and a painful re-allocation of labour.

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