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.
Emerging Markets
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. 
Amid global uncertainty, what role can EMD play in insurance portfolios?
What potential benefits could it offer insurers – and what considerations do they need to take into account? 
Global high yield: Pivoting to Europe
Despite US-induced volatility, the international picture for high yield appears rosy. 
Emerging market debt: All eyes on the US
Emerging markets have proved resilient in a turbulent first half of the year – but risks remain, not least from an unpredictable US. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
What happens when the market loses its anchor?
How fading US exceptionalism may mean short-term uncertainty but long-term benefits for emerging market equities. 
The evolving landscape of emerging market private credit
Development finance institutions can help investors gain exposure to emerging market private credit while potentially reducing default risk. We take a look at how these... 
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. Recommended content for you
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