The surprise for markets may be less around the timing of the Fed’s lift-off, and more the magnitude of rate hikes required to cool a potentially overheating economy.

Adding multi-faceted, flexible fixed income sectors into the bond portion of a multi-asset portfolio could boost diversification.

The third video on how we incorporate environmental, social and governance factors (or ESG factors for short) into the L&G Multi-Index Funds.

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

Some people suggest that I must be super-human to withstand the kind of cold that I do. Nothing could be further from the truth.

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.

The largest central banks may expect the inflation storm to pass, but they can’t predict the weather – which may have important implications for commodity prices, inflation, and multi-asset investors.

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

As asset managers, I believe our views should evolve with those of the societies in which we operate.

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.

It’s easy to be bearish on emerging-market equities amid the double trouble from regulatory and growth risks – but does this make it an opportune moment to buy on a valuation or contrarian basis?

Should investors be concerned about the US debt ceiling?

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.

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

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

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.