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Erik Lueth

Global Emerging Market Economist

Department

Erik identifies investment opportunities across emerging markets. He uses quantitative models, past experience and lots of common sense. Prior to joining LGIM, Erik worked for a hedge fund, a bank, and the IMF.

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Latest articles

Is value emerging in emerging currencies?

Emerging market currencies as an asset class have fallen by nearly 40% versus the US dollar since 2011. However, while there are undoubtedly bargains to be found, we cannot make a blanket case for buying on the basis of deep discounts today.
By Erik Lueth
October 17, 2016

Have emerging markets had their time?

With the focus on the unprecedented debt build-up in emerging markets over recent years it's perhaps surprising that it remains a relatively attractive investment proposition.
By Erik Lueth
July 06, 2016 2 mins

China debt: a ticking time bomb

China is boosting growth through leverage. Since China already sports one of the highest debt levels worldwide, investors are rightly concerned about a financial crisis. We also see China on course for a financial crisis, but feel the crisis is still a few years away.
By Erik Lueth
May 25, 2016 3 mins