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.
Politics
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. 
Tariffs and trade – the world won’t wait
Current anxiety surrounding global trade is understandable. However, the medium-term picture could be brighter. While President Trump may put up tariffs, we believe the rest... 
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. 
Chart of the month: Which countries could be most vulnerable to tariffs?
President Trump’s return to office has seen renewed threats of tariffs on numerous trading partners. Yet how much different countries are affected could vary depending... 
President Trump’s first couple of weeks: market implications
It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico... 
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. 
Active Fixed Income outlook: Time to challenge consensus?
Will the market in 2025 be defined by Trump or technicals? 
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... 
Lessons for 2025 after a year of uncertainty
With over 60% of the world’s population heading to the polls and ongoing conflicts in Eastern Europe and the Middle East, 2024 has been a... 
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