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.
Large-cap
The beginning of the end for the unstoppable US economy?
On the face of it, the latest round of US economic data points to continued strength. But we believe the cracks are finally starting to... 
Higher… and for how much longer?
While a recession has been delayed this year, that's not to say it won't happen in 2024. 
Small but perfectly formed?
Small-cap US equity indices can offer more balanced sector coverage than tech-dominated large-cap indices, and adding a quality tilt could help improve resiliency in the... 
From a rock to a hard place: forget inflation, growth is now the big fear
The past month saw a rapid shift in markets from worrying about inflation to worrying about growth. How should investors balance the risks? 
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios 
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