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

US-China trade war: What next?

As Trump rolls the dice with further tariffs on China, we wonder what the end game is for global growth and US monetary policy.

Mindcraft: the podcast

Argentina: in economic quicksand?

Last year's market darling, Argentina, now finds itself in a vicious cycle of a weakening currency, rate hikes, lower growth and higher debt. So how can the country avoid a liquidity crisis turning into a full-blown crisis?

Adios Mexico – for now

Now that the investment case has played out, I've caught up with an economist, a strategist and a fund manager as they say adiós to Mexican assets.