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.
Growth
Are growth strategies anti-value?
The answer is nuanced – but designing growth strategies in a way that is agnostic to value could allow investors to capture the market returns... 
When vacancies vanish: UK and French unemployment at a turning point?
If economic growth remains weak, we expect unemployment in these countries to rise more than in their peers. 
What should investors make of US tariffs?
President Trump has announced far higher tariffs across all trading partners than markets expected. What’s next for the US economy and 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: Elections, Nvidia and ballooning deficits – Market Talk
Ben Bennett tackles three big questions for investors in today. 
Beige Book reloaded
Last year, I wrote about how AI helped me analyse the Beige Book, the Federal Reserve’s summary of current economic conditions. 
Will South Korea’s Corporate Value-up Program unlock value in the KOSPI?
The intention behind the plan is encouraging, but we believe corporate governance reform will be needed to put the Korean capital market (KOSPI) on a... 
China’s L-shaped recovery
China’s leadership set the 2024 growth target at 'around 5%', in line with last year's target and actual outcome. It will be challenging to hit... 
Something's gotta give
Consensus is clustered around a trilogy of lower inflation, rate cuts and continued growth. Is the market beginning to question this benign path? 
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