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

Dove Actually

Noël Edmonds: Deal or no deal?

While our 2019 outlook focuses on the start of the twilight zone between expansion and an eventual downturn that could mark the end of the cycle, we believe significant investment opportunities remain.

US Fed preview: Powell put

Investors are still expecting the US Federal Reserve (Fed) to raise interest rates at its upcoming meeting. But have they scaled back expectations too far for next year?

Standing on the shoulders of giants

How 2018 taught us about the perils of concentration and what it all meant for equity factors.