There are 84 item(s) tagged with the keyword "LGIM".
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The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of a change of politicians, for investors the key issues remain the same – namely the rise of geopolitics, immigration, deglobalisation and fiscal versus monetary policy.
We weigh what the Labour win means for the macro outlook and what the vote tells us about longer-term themes.
Just when investors thought inflation was under control, short-dated bond yields are on the rise again as the possibility of higher rates from central banks looms large. But what's the impact on other asset classes? Find out in the latest episode of Market Talk.
Probably, but the more important question is whether a weaker dollar has already been priced in by markets.
With a repeat of the 2011 US debt ceiling showdown increasingly likely, we give some answers on how an agreement could be reached.
We expect much of the world to slip into recession, creating a challenging backdrop for equities. But there are also grounds for some optimism.
The pain for the UK economy from rising mortgage rates and utility costs has only just begun. Brace for a longer and deeper recession than consensus expects, write Tim Drayson and Hetal Mehta.
Last week's small inflation miss led to a big market reaction, reflecting hopes that we're near the end of the hiking cycle. But as we drift towards recession, will the corporate outlook spoil the mood?
Several major factors are weighing on economic growth today. How could these problems be resolved, and how likely are we to see solutions?
Upside inflation surprises have weighed on markets all year, but as inflation and growth fall, so could bond yields.
Displaying: 1 - 10 of 84