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.
Bear market
Meme stocks are back – what does it mean for markets?
As GameStop* and AMC* return to the headlines, we highlight why we think the 'meme stock’' phenomenon shows a febrile attitude among investors that could... 
Chart of the month: Credit tightening implies weaker US GDP growth
The link between credit conditions and GDP growth adds conviction to our view that a US recession is likely this year. 
A bear market rally? Or not?
What’s behind the rally in equities, bonds and credit? That was the hot topic of our weekly strategy meeting. More importantly, can it continue? 
Investing amid aggressive central banks and fragile markets
We dissect the current bout of market volatility, which presents both risks and opportunities for long-term investors. 
Have equities already bottomed out?
Following the dismal year-to-date performance of the US equity market, we consider whether recession risk has already been priced in. 
Fasten your seatbelts – how hard will the US economic landing be?
Historically, around two-thirds of Fed hiking cycles have resulted in recession. We examine the outlook for the world's largest economy as the central bank tightens... 
Emerging market debt: down but not out
We believe short-duration emerging market debt could present an opportunity amid an otherwise grisly picture for fixed income. Here’s why. 
No Law of Gravity
Investors face two conflicting biases, one side to buy into recent information and the latest story and two expect mean reversion following strong returns. 
Political theatre versus earnings pantomime
Earnings trends may be broadly neutral, but we have become more cautious on equities. 
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