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: A long-term view on EMD
How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role... 
Podcast: US tariffs, BoE cut and European equity rally – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
President Trump’s first couple of weeks: market implications
It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico... 
Gold and the rates cycle – the outlook for 2025
Reduced expectations of rate cuts could represent a headwind, but central bank buying remains a support, and earnings suggest miners are reaping the rewards of... 
Podcast: What’s going on in government bonds? Market Talk
Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and the market mood ahead of Donald Trump’s... Podcast: US exceptionalism, political risk and non-consensus views
Listen to our expects discuss key themes from our 2025 global outlook, from how politics might sway markets next year to concentration risk within equities. 
When elephants fight: Does US-China decoupling help or hurt Mexico?
While a US crackdown on Chinese re-routing could hurt Mexican growth, that must be weighed against solid macro policies and the long-term gains from friendshoring. 
Podcast: Dollar dominance deconstructed – Market Talk
Where next for the US dollar? Ben Bennett, Head of Investment Strategy, Asia, shares his verdict. 
US election: themes and implications
We take stock of the upcoming US election, focusing on the implications for investors across a range of asset classes. 
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