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.
Market Cycle
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. 
President Trump’s first couple of weeks: economic implications
The White House’s policy agenda has been in overdrive since inauguration. Consensus expects the agenda to support US growth. We see significant downside risks to... 
2024 reflections and 2025 preparations – the CIO call
Join Sonia Laud, our Chief Investment Officer, as she shares her thinking on the key themes that should now be on investors’ radars. 
Is Chinese property troughing?
We believe it could be hard for the Chinese economy to reflate without a rebound or at least a trough in the Chinese property market. 
2025 global outlook: Touchdown?
Many of the themes that are likely to drive investor returns are, we believe, just as relevant to public markets as to their private counterparts. 
An ‘immaculate broadening out’? We don’t think so
Hopes are building around US small caps, but we believe valuations could make the vulnerable if the economy slows. 
Optical illusion
We believe the prospects for a US soft landing have improved further due to recent large upward revisions to household savings and profits in the... 
Fragile markets vs. political risk
We believe periodic market disruptions are increasingly probable in late cycle. Enter the US election. 
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