Should investors be concerned about the US debt ceiling?

Lacking a crystal ball to guide our inflation views, we must embrace the uncertainty and make pragmatic decisions to deal with all scenarios. In this series of blogs, LGIM look at the questions they think they can answer about inflation and the impact it’s having on how they manage fixed income, equities and currencies in the context of overall asset allocation.

What happens when inflation and geopolitics collide? To find out, join LGIM’s experts Justin Onuekwusi, Chris Teschmacher and Chris Jeffery for our next Unfiltered virtual coffee break on 24 March. They’ll also share the four steps they’re taking to tackle inflation in portfolios and what financial advisers need to know to navigate this challenging landscape.

As the conflict in Ukraine leads to a humanitarian crisis, we consider how the invasion could shape the economic outlook and where market sentiment could go from here.

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 West has imposed a barrage of sanctions on Russia, from hampering its central bank to cutting off some of its banks from SWIFT. What effect will these steps have?

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

In our fourth post in this series, we look at the questions that Russia's invasion raises for the global economy. We also outline our views on the outlook for Fed, BoE and ECB policy.

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

In the third blog in our series on the crisis in Ukraine, we examine the effect on the European consumer, the central-bank response, and our positioning.

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

In the first of a two-part blog, we delve into the metaverse, and consider how far the vision is from becoming a (virtual) reality.

We share our biggest fears about the current economic outlook.

After years of underinvestment, the world is in the early stages of a potential global gas crisis. But with ambitious global climate targets largely incompatible with natural gas demand, uncertainty abounds.

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

Taking a step back from day-to-day market movements, we have reflected on our team's overall investment strategy outlook and economic thinking. An update of our established framework of recession indicators suggests that the economy has moved into late cycle much faster than we expected. This makes our bullish view on equities more tactical than it was before.

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

Commodity investments can provide diversification and hedging benefits against inflation risk, but are not a panacea. Good performance in inflationary periods has historically been offset by lower long-term return expectations. Our view of the trade-off suggests commodities can play a role in portfolios, bringing beneficial diversification potential, when needed.