Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Active fixed income
US credit: The case for American exceptionalism
Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class. 
Research and Active Engagement: Surveying the UK water sector
2024 was not a banner year for British water providers. Could a new package from the regulator allow the sector to move on? 
Emerging market debt: Will strong fundamentals drive resilience?
Compared to the beginning of the last Trump administration, we think emerging markets are well positioned to overcome potential challenges. 
European credit: Embracing challenges as opportunities
Markets have priced in a lot of good news. Are they right to, or is a more cautious approach warranted? 
Global high yield: Will this be a Goldilocks year?
As the rate cutting cycle continues, we think investors will look for income which could support high yield. 
Active Fixed Income outlook: Time to challenge consensus?
Will the market in 2025 be defined by Trump or technicals? 
What’s been happening in government bond markets?
Following on from our UK-focused LDI chart update on Friday, we take a broader look at the recent yield rises across government bond markets, including... 
Unfollowing the crowd
How our rates investors seek to avoid the pitfalls of prediction in actively managed government bonds 
Time to dash from cash?
If we have passed ‘peak rates’, could fixed income funds be in place to benefit? 
The elephant in the room
Major governments have been on debt-fuelled spending sprees – but there’s no such thing as a free lunch. What consequences could the glut of government... Recommended content for you
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