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.
Interest rates
Trumpification of the Fed
How serious is the threat facing the independence of the bank? And if independence erodes, what might happen next? 
Podcast: Politics, emerging markets and gold – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
Chart of the month: Are US rate cuts necessarily bullish for US equities?
Equity investors are often minded to cheer when the US Federal Reserve begins a cutting cycle. But what do the last 40 years of history... 
Podcast: Our global approach to active fixed income
In today’s interconnected markets, we believe taking a global approach to managing fixed income assets is essential, as economic or political developments in one region... 
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. 
Gold miners glisten – is the shine here to stay?
Following exceptional year-to-date returns, investors assess whether it’s time to lock in gains or stay the course during this golden run. 
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. 
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. 
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