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 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. 
How could uncertainties around US policy impact emerging markets?
The new administration in Washington is pursuing radical changes to global trade – what consequences could these have for rising economies? 
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: 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... 
Tariffs and trade – the world won’t wait
Current anxiety surrounding global trade is understandable. However, the medium-term picture could be brighter. While President Trump may put up tariffs, we believe the rest... 
Emerging market debt: Will strong fundamentals drive resilience?
Compared to the beginning of the last Trump administration, we think emerging markets are well positioned to overcome potential challenges. 
Trump and EMs: A return to (new) normalcy?
At first sight, a Trump presidency spells bad news for emerging markets (EMs), but is that simplistic? 
When elephants fight: Does US-China decoupling help or hurt Mexico?
While a US crackdown on Chinese re-routing could hurt Mexican growth, that must be weighed against solid macro policies and the long-term gains from friendshoring. Recommended content for you
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