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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

Strategy

Have we been sailing through choppier waters?
By Rahil Ram
April 17, 2019 4 mins
Economics

The curve that's crying wolf
By James Carrick
April 15, 2019 3 mins
Strategy

Q1 earnings: Season opener
By Lars Kreckel
April 12, 2019
Economics

Making up: US and China
By Tim Drayson
April 24, 2019 2 mins

Currently Trending

Economics

The curve that's crying wolf
By James Carrick
April 15, 2019 3 mins
Strategy

Have we been sailing through choppier waters?
By Rahil Ram
April 17, 2019 4 mins
Strategy

Q1 earnings: Season opener
By Lars Kreckel
April 12, 2019

Latest articles

Strategy

Don't believe the hype

Overconfidence can be disastrous in investing. Too much focus on one single outlook underplays the risk of other realistic outcomes. But exploring a range of scenarios can lead to better portfolios.
By John Roe
March 15, 2019
Strategy

Techlash: Why investors may be too worried

While I still like tech, there are two 'R's in particular that I worry about: recession and regulation. Focusing on regulation, the risk is real, but is the market too concerned about it?
By Lars Kreckel
March 13, 2019
Economics

Women, workplaces and cognitive diversity

On International Women’s Day, we look at how a diverse team can help create diversity of thought.
By Emiel van den Heiligenberg
March 08, 2019 1 mins
Economics

ECB succession: the race to replace Mario Draghi

Forget the debates about nationality – the next ECB chief’s most important quality will be their ability to keep the show on the road in the next crisis.
By Hetal Mehta
March 06, 2019 3 mins