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.
Late cycle
US election: themes and implications
We take stock of the upcoming US election, focusing on the implications for investors across a range of asset classes. 
Podcast: Volatility, dis-inversion and the path of rates – Market Talk
What was behind the 'flash crash' and last week's smaller wobble? Ben Bennett, Investment Strategist APAC, explains all. 
Sticking the landing
Anxiety around a US recession briefly flared up at the start of August, but our recession indicators suggest that while risks remain, the chances of... 
Chart of the month: Is the US economy about to stall?
The Sahm rule has been triggered by rising unemployment, signalling a potential recession ahead for the world’s largest economy. 
Podcast: Fixed income in focus – halfway there
As bond investors look towards the second half of 2024, we hear from Colin Reedie, Head of Active Strategies, regarding the myriad of forces driving... 
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? 
Podcast: Corporate America, China stimulus and cricket – Market Talk
Given a slew of decent US corporate results, Ben Bennett, Investment Strategist, APAC, wonders if the US economy is running too hot? 
Asymmetry in motion
Ambiguous near-term economic conditions and heightened geopolitical risk make adaptability more important than ever. 
Will the magnificent seven ride again?
A huge proportion of US equity performance last year was driven by only seven stocks. Can this continue? And what does it tell us about... 
2023: the year of the acronym
A member of our UK Wholesale Distribution team gives his thoughts on 2023, focusing on three acronyms that became household names, and shares potential hot... 
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