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

L&G Talks
Markets and economics

Podcast: a profound shift for markets

This special episode of the CIO call marks the publication of our midyear global outlook.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Jul 2025
1 min read
MYO-H2-2025 cover
Markets and economics

Midyear global outlook: Gravity defied – for now

Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist.
Sonja LaudBill Hughes
By  Sonja Laud, Bill Hughes
03 Jul 2025
3 min read
Summer reading
Markets and economics

Stuck for something to read? Four summer book recommendations

From memories of the trading floor to the secrets of a healthy diet, Matthew Kemp shares his summer reading picks.
Matthew Kemp
By  Matthew Kemp
02 Jul 2025
2 min read
Middle-East-oil burning 2
Markets and economics

How important is the Strait of Hormuz for global trade?

Given the fragility of peace in the Middle East, how reliant is the global economy on this 21-mile-wide stretch of water?
Christopher Jeffery
By  Christopher Jeffery
01 Jul 2025
2 min read
L&G Talks
Markets and economics

Podcast: Middle East conflict, inflation and interest rates – Market Talk

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the market impact of the Middle East conflict.
L&G’s Asset Management business
By  L&G’s Asset Management business
26 Jun 2025
1 min read
small parcel
Economics

When small parcels mean big business

For all the noise on headline tariff rates, tariffs on small packages are underdiscussed.
Matthew Rodger
By  Matthew Rodger
19 Jun 2025
4 min read
congestion 1
Economics

What can the London congestion charge teach us about tariffs?

Congestion charges and tariffs are very different in design, but both are attempts to use taxes to change economic behaviour. What can we learn from...
Christopher Jeffery
By  Christopher Jeffery
18 Jun 2025
4 min read
Compass and map
Markets and economics

Navigating the Private Markets landscape in 2025 (so far)

Like other asset classes, Private Markets have had to navigate a 2025 strewn with macro uncertainty. Here, we look at assets we believe are screening...
Robin MartinLushan Sun
By  Robin Martin, Lushan Sun
10 Jun 2025
4 min read
uncertain US1
Markets and economics

Tariffs: How to manage portfolio uncertainty

Significant uncertainty remains about the outcomes of tariffs, and it’s hard to have an edge on forecasting this. However, are there approaches that multi-asset investors...
Christopher Teschmacher
By  Christopher Teschmacher
09 Jun 2025
5 min read
dollar demise
Currency

Chart of the month: Have reports of the dollar's death been greatly exaggerated?

In May 1897, rumours began to circulate in New York of the death of Mark Twain. The great writer, who was in London at the...
Christopher Jeffery
By  Christopher Jeffery
03 Jun 2025
2 min read

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