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Macro Matters is a global investment blog brought to you by LGIM’s Asset Allocation team. We’re focused on sharing our most compelling thinking to help you become more informed investors

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Strategy

Keeping the fundamental faith

As outlined in the team's 2019 outlook, we believe the US economy is entering the twilight zone of economic cycle. However, recent US equity weakness and bond strength appears excessive given the fundamentals, as I explained on Bloomberg TV.

January 04, 2019 3 mins
Macrobites

Asset Allocation's Annual Hootenanny

Counting down to the New Year has become a bit of a tradition for the Asset Allocation team. So, without further ado here are the 10 themes we’ll be mulling over as we chant Auld Lang Syne… move over Jools Holland!

December 27, 2018 4 mins
Macrobites

Dove Actually

In yesterday's post we looked at potential deals that could be key for boosting markets in 2019. Today, we look for any central bank doves that might do the same.

December 20, 2018 2 mins