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.
Recession
Skirting recession
The US administration has reversed course on its most aggressive use of tariffs, but some economic damage could still lie ahead. 
Podcast: What’s driving the recovery? Market Talk
Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible... 
US tariffs: what happens next?
In a dramatic reversal of policy, President Trump has paused reciprocal tariffs. But uncertainty and the effective tariff rate remain high and the US is... 
Webinar: What US tariffs mean for portfolios
Our CIO and a panel of experts recently recorded a webinar focusing on the practical implications of US tariffs for investors, giving you the information... 
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... 
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. 
Is a US recession more likely than you think?
Here’s an alternative approach to estimating recession probabilities: beige theorem. 
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. 
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