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.
Americas
Prepare, don’t predict: Greenland and US strategic ambitions – a case study in preparation
To illustrate our ‘prepare, don’t predict’ approach, we’ll examine a live geopolitical issue: Greenland and the renewed strategic interest it’s drawing from the US. Its... 
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... 
Friendshoring: the new not normal
A fragmenting supply network will bring costs and benefits for rich and poor countries alike. 
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios 
Don't fight the Fed
The fiscal and monetary response to the COVID-19 pandemic has been fast and furious. No-where has that pivot been more dramatic than at US Federal... 
Taking a close up look at the Argentina crisis.
Cambio! Cambio! Despite the slowdown in global growth, which now appears to have stabilised. 
Consumer of last resort
Amid all the global economic and market uncertainty, conviction about the macro outlook is low. Recommended content for you
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