Europe (116)

Podcast: China rally, US jobs and Japan’s new PM – Market Talk
Markets and economics

Podcast: China rally, US jobs and Japan’s new PM – Market Talk

Has the blistering rally in Chinese equities got further to go, or was that it? Ben Bennett, Head...

By LGIM

11 Oct 2024

1 min read

European credit: upping the quality
Fixed income

European credit: upping the quality

Against a backdrop of politically induced volatility in European credit markets and rich...
By Marc RoversLan Wu
30 Jul 2024
3 min read
Are French public finances manageable?
Christopher Jeffery
Markets and economics

Are French public finances manageable?

The French election has captured the attention of global financial markets. The drama of an...
By Christopher Jeffery
03 Jul 2024
2 min read
What would a far-right or left-wing government in France mean for OAT spreads?
Investment strategy

What would a far-right or left-wing government in France mean for OAT spreads?

Higher spending plans would likely have an impact on French government bond spreads at a time whe...
By Simon BellAsset Allocation
26 Jun 2024
5 min read
Look for the signs
Fixed income

Look for the signs

A significant increase in debt issuance, and therefore the growth of a particular sector, can oft...

By Marc RoversConnor Olvany

20 Feb 2024

3 min read

When could the ECB start cutting rates?
Markets and economics

When could the ECB start cutting rates?

Price pressures in Europe are easing, and the mood music suggests a policy shift is on the way.
By Simon BellAsset Allocation
12 Feb 2024
3 min read
Podcast: How we’re preparing for 2024
LGIM
Markets and economics

Podcast: How we’re preparing for 2024

We discuss what we've learnt from yet another extraordinary year for investors - and how we're...
By LGIM
14 Dec 2023
1 min read
Countdown to 2024
Markets and economics

Countdown to 2024

As we optimistically set our new year's resolutions, our attention has turned to what's next. Her...
By Isabella HughesRebecca Burgess
13 Dec 2023
4 min read