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.
Inflation
Webinar: What US tariffs mean for portfolios
Our CIO and a panel of experts recently recorded a webinar focusing on the practical implications of US tariffs for investors, giving you the information... 
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? 
UK Spring Statement: has the OBR missed tariff risk?
Wednesday’s Spring Statement contained few macro surprises and reiterated commitment to fiscal rules. But the likelihood of US tariffs was notably absent from Office for... 
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... 
Podcast: US tariffs, BoE cut and European equity rally – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
Podcast: Should investors hedge forex risk?
Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios. 
Active Fixed Income outlook: Time to challenge consensus?
Will the market in 2025 be defined by Trump or technicals? 
Gold and the rates cycle – the outlook for 2025
Reduced expectations of rate cuts could represent a headwind, but central bank buying remains a support, and earnings suggest miners are reaping the rewards of... 
Podcast: What’s going on in government bonds? Market Talk
Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and the market mood ahead of Donald Trump’s... Recommended content for you
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