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.
United States
Podcast: Interest rate expectations, US data revision and AI earnings – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
On a string: navigating the yo-yo of EU–US trade policy
After months of speculation, the EU–US trade agreement has finally been reached. However, questions remain about its longer-term consequences for the global economy. 
Podcast: Where next for AI stocks? Market Talk
Our regular markets discussion covers the outlook for a well-known AI stock that recently hit the $4 trillion mark. 
Emerging market debt: All eyes on the US
Emerging markets have proved resilient in a turbulent first half of the year – but risks remain, not least from an unpredictable US. 
An end to US exceptionalism?
The rebalancing to come, messy though it may be, could ultimately lead to a healthier equilibrium of capital allocation. 
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. 
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. 
When small parcels mean big business
For all the noise on headline tariff rates, tariffs on small packages are underdiscussed. 
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