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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

Editor's picks

Economics

Cambio! Cambio!
By Tim Drayson
January 17, 2020 3 mins
Strategy

Premium subscription: seeking reward from (geo)political risks
By Willem Klijnstra
January 15, 2020 3 mins
Strategy

The scent of tear gas in the air
By Emiel van den Heiligenberg
January 10, 2020 3 mins
Strategy

Oil and gold: a risky business
By John Roe
January 09, 2020 3 mins

Currently Trending

Strategy

Oil and gold: a risky business
By John Roe
January 09, 2020 3 mins
Strategy

The scent of tear gas in the air
By Emiel van den Heiligenberg
January 10, 2020 3 mins
Macrobites

No Law of Gravity
By Lars Kreckel
January 07, 2020 2 mins

Latest articles

Macrobites

Could Australian rates go down under?

Australia is ready to cut its interest rates further, but the country’s central bank is adamantly opposed to making them negative. This matters at a time when other policymakers around the world are considering their options.
By Alex Mack
December 06, 2019 4 mins
Economics

Election Fever

With two weeks left until the UK goes to the polls, the markets are starting to suffer from a bad case of election fever. In a discussion with Nejra Cehic from Bloomberg TV, I outline how the markets are reacting to the latest polls and potential trades to and through 12 December. 
By Christopher Jeffery
December 02, 2019 3 mins
Economics

India in a funk

We maintain our long-term positive bias on India. The stress in the shadow bank sector will eventually blow over and Prime Minister Modi still has a lot of political capital to push reform. However, while we previously sought to buy on dips, these dips now have to be deeper to entice us.
By Erik Lueth
November 29, 2019 3 mins
Macrobites

Fiscal SPD bump

Despite hopes the SPD party leadership contest in Germany this weekend could lead to fiscal stimulus, investors shouldn’t expect an immediate game-changer.
By Lars Kreckel
November 28, 2019 2 mins