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.

The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation.

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

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.

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

We weigh what the Labour win means for the macro outlook and what the vote tells us about longer-term themes.

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

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.

We share our biggest fears about the current economic outlook.

Probably, but the more important question is whether a weaker dollar has already been priced in by markets.   

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

With a repeat of the 2011 US debt ceiling showdown increasingly likely, we give some answers on how an agreement could be reached.

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

We expect much of the world to slip into recession, creating a challenging backdrop for equities. But there are also grounds for some optimism.

We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral contests will play a larger role shaping investment strategy.

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.

LGIM’s CPD-certified roadshow events in November covered 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.

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?