Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an escape valve for the central bank's yield curve control policy.

While the precious metal appears expensive on valuation grounds, heightened risk aversion has led to additional demand from central banks.

Should investors be concerned about the US debt ceiling?

The taper tantrum of 2013 showed how sensitive emerging markets (EMs) were to higher US rates, but there are some important differences this time around.

Our LGIM Live roadshows will take place in five locations across the UK in November. The events will cover topics including the key investing opportunities and challenges as we emerge from the pandemic, what advisers need to know to navigate a potential paradigm shift in markets, and how thematic investors can access new long-term growth markets.

We need to remain humble and nimble as we assess the changing investment landscape and seek to fulfil our purpose: to create a better future through responsible investing.

Should we be concerned about a hit to UK households’ finances?

As this is the first time since the 1980s that inflation has been a challenge, our Asset Allocation team has turned their four steps to navigate inflation in portfolios into a practical inflation toolkit to provide additional support that aims to help protect client portfolios.

Policymakers appear happy to accept greater market volatility as they pursue macroprudential measures, which may also create room to meet climate targets.

Small-caps in the US may not be laggards for long.

Active ownership means striving to create sustainable value for our clients. Our new report details how we achieved this in 2021.

We share our biggest fears about the current economic outlook.

First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic lustre is fading. Looking to next year, however, the red-hot US labour market could threaten earnings – making it all the more important to turn to a broad set of data points to build a picture of what to expect.

What should investors make of China’s crackdown on its technology companies?

In the final part of LGIM’s series on the asset allocation response to inflation, we look at equities. The traditional view is that equities exhibit real-asset-type qualities and are thus a relatively good place to be in a period of rising inflation. While we agree with that general statement, the relationship is a bit more complicated in the details.

In the fourth part of our series exploring the asset-allocation response to inflation, we look at the role of currencies.

From bagels to central banks, global money systems are becoming increasingly digital.

In the third part of our series exploring the asset-allocation response to inflation, we look at the implications for fixed income.