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.
Markets and economics
Podcast: Where next for US assets? Market Talk
In another week of volatility for US assets, Ben Bennett dissects the market reaction to frictions with the Fed, considers the path of the dollar,... 
A new era dawns
Our longstanding thesis of a market vulnerable to shocks has been confirmed, allowing us to take profits on several dynamic positions. 
From trade to trends: Unpacking market behaviour
How can recent market volatility be assessed through the broader historical patterns of market behaviour? 
The return of Realpolitik – and what it means for investors
In 1990, Francis Fukuyama declared the “End of History” in his eponymous book, foretelling the end of ideological strive and the spread of democracy throughout... 
Webinar: What US tariffs mean for portfolios
Our CIO and a panel of experts recently recorded a webinar focusing on the practical implications of US tariffs for investors, giving you the information... 
A fresh perspective on EM: advanced economies hiding in plain sight
Who’s richer: Japan or China? The answer reveals why GDP per capita doesn’t tell the whole story. 
Chart of the month: What can we learn from the long history of US tariff policy?
The Tariff Act was one of the first major pieces of legislation passed after the formation of the United States in 1789. Where George Washington... 
What should investors make of US tariffs?
President Trump has announced far higher tariffs across all trading partners than markets expected. What’s next for the US economy and markets? 
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