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
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. 
Podcast: How to tackle equity market concentration risk
With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it. 
Chart of the month: Have reports of the dollar's death been greatly exaggerated?
In May 1897, rumours began to circulate in New York of the death of Mark Twain. The great writer, who was in London at the... 
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. Podcast: US tariffs, the Hong Kong dollar and UK inflation – Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal. 
Margin call: will ‘middlemen’ markups amplify tariff inflation?
Does the behaviour of branded baked-bean prices during the energy crisis point to upside risks to tariff inflation from ‘middlemen’ markups? 
What could US tariffs mean for US securitised?
Following the much-anticipated Liberation Day announcement, the market has experienced significant changes and the effective US tariff rate has increased dramatically. What are the implications... 
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