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
Research and active engagement: Spotlight on Sukuk
How the transformation of the sukuk market could affect issuers, investors and the broader Islamic finance ecosystem. 
Emerging market debt: Momentum backed by fundamentals
Macroeconomic dynamics continue to support emerging nations, with US policy uncertainties also boosting EMD. 
European credit: political shocks, rate cuts, and a flight to quality
How we’re walking the tightrope by balancing caution and opportunity. 
Global high yield: Quiet strength beyond the headlines
Global high yield remains resilient; benefiting from strong corporate fundamentals and liquidity, with robust technicals 
Unconstrained strategies: what’s on the horizon?
Why it’s important to be flexible in unpredictable times. 
AFI Outlook Q4: Timing the cycle
Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy. 
The three key market biases we seek to exploit in global credit
We discuss how we tackle certain constraints embedded in bond indices on behalf of our clients. 
The power to adapt when uncertainty reigns
We believe flexibility is key to capturing potential opportunities and mitigating risks across the diverse fixed income spectrum. 
From agri to tech: the impact of US tariffs on sectors
Our rundown of how US trade tariffs might affect different sectors. 
GSE reform: Three guiding principles
Surprise IPO plans for Fannie Mae and Freddie Mac could reshape U.S. housing finance. Amid the uncertainty, three guiding principles emerge – government guarantees, market... 
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