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.

China

Shanghai night
Markets and economics

The myth of Chinese consumption stimulus

Investors who are holding their breath for consumer stimulus may be missing the bigger picture – and potential investment opportunities.
Ji Shi
By  Ji Shi
09 Sept 2025
3 min read
L&G Talks
Markets and economics

Government debt and the uncertainty premium – Market Talk

Our regular markets discussion offers an overview of the biggest topics for investors today.
L&G’s Asset Management business
By  L&G’s Asset Management business
05 Sept 2025
1 min read
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
Real politik
Markets and economics

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...
Erik Lueth
By  Erik Lueth
22 Apr 2025
8 min read
Japan China
Economics

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.
Erik Lueth
By  Erik Lueth
08 Apr 2025
4 min read
Great rotation
Fixed income

Active Fixed Income outlook: An unexpected rotation

2025 began with the US unexpectedly yielding leadership to Europe and China; how else could markets defy expectations?
Colin ReedieMatthew Rees
By  Colin Reedie, Matthew Rees
01 Apr 2025
2 min read
China bull
Equities

Could a deal between Presidents Trump and Xi spark a Chinese bull run?

Gauging the winds of change in US-China relations and the impact on Chinese equity markets.
Wei YangTony FanJi Shi
By  Wei Yang, Tony Fan, Ji Shi
18 Mar 2025
5 min read
Great unravel
Markets and economics

The great unravelling?

The initial bout of optimism around President Trump’s agenda for the US economy appears to be fading as uncertainty rises. Is this just a temporary...
Tim Drayson
By  Tim Drayson
05 Mar 2025
5 min read
L&G Talks
Markets and economics

Podcast: Germany’s debt brake, Chinese tech and political polarisation – Market Talk

Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today.
L&G’s Asset Management business
By  L&G’s Asset Management business
28 Feb 2025
1 min read
L&G talks
Investment strategy

Podcast: A long-term view on EMD

How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role...
Asset Allocation teamL&G’s Asset Management business
By  Asset Allocation team, L&G’s Asset Management business
21 Feb 2025
1 min read

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