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
Bank of England joins the hiking party
Threadneedle Street bows to inflationary pressure in its first rate increase in over three years. 
Navigating El Niño: the implications for EMD
We believe the extreme weather event will be a story of country specific outcomes, shaped by existing macro-economic factors. 
US midterms: a political shift, not a market reset
What does the US midterm election result mean for markets? 
CAPE fear?
The elevated CAPE ratio is often cited as evidence that US equities have become too expensive. We examine why the relationship between valuation and future... 
Are cashflows the new growth in global high yield? Why HALO assets matter again
As the global high yield market is increasingly defined by dispersion, investors may be rewarding certainty over potential. Businesses with scarce physical assets and resilient... 
Podcast: What AI and bond markets are telling investors – Market Talk
Ben Bennett, Chief Investment Strategist for Asia, discusses the outlook for AI, inflation and bond markets. 
What happened to PHP? Why a 30-year-old technology still matters
For many people, PHP feels like a relic of the early internet. Recent headlines about a programming language most people have forgotten about provide a... 
AI is helping, but consumers still drive US growth
The US consumer remains the primary engine of economic growth, but, as income growth slows and household spending becomes increasingly linked to equity markets, the... 
Taking the market’s pulse: time to challenge conventional wisdom on France, inflation and AI?
Travels across Europe and Asia highlighted three key areas that may create opportunities for investors willing to question confidence in consensus narratives. 
AI enters its political phase: implications for US credit
As the AI buildout collides with US politics, we believe US credit investors will need to weigh supply pressure, infrastructure constraints and issuer dispersion against... 
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