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
Podcast: Politics, emerging markets and gold – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
From Japanification to anti-involution: what’s different this time?
Although there are parallels with Japan in the 1990s, fiscal flexibility, new growth engines, and a strategic shift towards a high-quality growth model mean China... 
Can China’s engineering state break US AI dominance?
For now, the US has a significant advantage in cutting-edge AI chips, but China promises more surprises to come. 
Podcast: Why doesn’t it feel like a bull market? Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
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. Government debt and the uncertainty premium – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
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? 
Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
