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: 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. 
How important is the Strait of Hormuz for global trade?
Given the fragility of peace in the Middle East, how reliant is the global economy on this 21-mile-wide stretch of water? 
Active Fixed Income Outlook: Politics vs. economics
Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets? 
Podcast: Middle East conflict, inflation and interest rates – Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the market impact of the Middle East conflict. 
Carbon market unification: A post-Brexit reconciliation
Unification of EU and UK carbon markets could offer economic benefits and increased investment in clean technologies, but it could also lead to higher power... 
What can the London congestion charge teach us about tariffs?
Congestion charges and tariffs are very different in design, but both are attempts to use taxes to change economic behaviour. What can we learn from... 
T-bill stakes: of markets and accords
Exploring President Trump’s unconventional paths to securing dollar-treasury dominance. 
T-bill stakes: finding buyers and sellers
Treasury ownership has changed significantly since discussion of the ‘balance of financial terror’ 20 years ago. 
The return of Realpolitik – and what it means for investors
In 1990, Francis Fukuyama declared the “End of History” in his eponymous book, foretelling the end of ideological strive and the spread of democracy throughout... 
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