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
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... 
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. 
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? 
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. 
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... 
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. 
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... 
President Trump’s first couple of weeks: market implications
It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico... 
Who’s afraid of DeepSeek?
The Chinese firm’s groundbreaking R1 AI model challenges many assumptions on the state of the technology. 
Is Chinese property troughing?
We believe it could be hard for the Chinese economy to reflate without a rebound or at least a trough in the Chinese property market. 
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