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.
Economics
We need to talk about the twin deficits
Tariff revenues are flowing to the US Treasury, but are they improving the overall fiscal situation? And who is paying for them? 
The secret diary of an economist aged 49¾
After a week that was about as exciting as it gets for an economist working for a large asset manager, I thought I’d share a... 
Degrees of doubt
AI, anecdotes and the graduate labour market: why the threat may be more gradual than feared. 
When vacancies vanish: UK and French unemployment at a turning point?
If economic growth remains weak, we expect unemployment in these countries to rise more than in their peers. 
When small parcels mean big business
For all the noise on headline tariff rates, tariffs on small packages are underdiscussed. 
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... 
US tariffs: what happens next?
In a dramatic reversal of policy, President Trump has paused reciprocal tariffs. But uncertainty and the effective tariff rate remain high and the US is... 
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. 
How could uncertainties around US policy impact emerging markets?
The new administration in Washington is pursuing radical changes to global trade – what consequences could these have for rising economies? 
President Trump’s first couple of weeks: economic implications
The White House’s policy agenda has been in overdrive since inauguration. Consensus expects the agenda to support US growth. We see significant downside risks to... Recommended content for you
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