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.
According to one Fed governor, ‘purple squirrels’ (false vacancies) are distorting US job postings. But the relationship between unemployment and vacancies will be key to determining whether a soft landing is achievable in the US.
Financial advisers are facing an increasingly complex universe of sustainability regulations. We have created a guide to help you understand these regulatory changes, as well as how LGIM can provide support.
The past month saw a rapid shift in markets from worrying about inflation to worrying about growth. How should investors balance the risks?
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.
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.
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.
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.
Active ownership means striving to create sustainable value for our clients. Our new report details how we achieved this in 2021.
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.
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.