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.
Recovery
Skirting recession
The US administration has reversed course on its most aggressive use of tariffs, but some economic damage could still lie ahead. 
Chart of the month: Don’t fear the dip?
Major falls in global stock markets often dominate the headlines. They fuel panic and confusion, potentially leading to rash decisions by investors. But how long... 
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... 
Pinning the tail on the donkey
The output gap is one of the most important concepts for macro investors. Unfortunately, it is very difficult to measure in real time. 
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... 
New year resolutions of an economist
I was wrong about a US recession last year and while some of the risks are receding, the market is probably complacent to believe in... 
Revising up UK GDP: What are the implications?
Recent updates to historic data imply the UK’s economic rebound following the COVID-19 pandemic was notably stronger than previously thought 
How behavioural bias skews investment decisions
Here are five behavioural biases that I've seen time and again. The question is: how can investors overcome them? 
Taking stock of our bullish view
Taking a step back from day-to-day market movements, we have reflected on our team's overall investment strategy outlook and economic thinking. An update of our... 
Will COVID cut short China's economic rebound?
In this blog, we explore the implications of the Omicron variant of COVID-19 for our positions in China and emerging markets. 
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