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.
US Dollar
Podcast: Why doesn’t it feel like a bull market? Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
Government debt and the uncertainty premium – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 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. 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. 
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. 
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. 
Could Taiwanese ‘lifers’ face risks from the sharp rise in the Taiwan dollar?
Taiwanese life insurance companies that run large currency mismatches on their balance sheets are grappling with the impact of a rapidly appreciating New Taiwan dollar. 
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