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
Venezuela: What do recent events mean for markets?
Amid the recent US intervention, we assess the potential impact on markets and discuss what we are doing in portfolios. 
Is AI the answer?
While scepticism runs high, there’s potential for AI to have far bigger impact on the economy and markets than historical parallels suggest. 
Emerging markets: Upside risk after a resilient 2025
We identify reasons for cautious optimism and discuss how we think innovative exposure can be achieved. 
Fiscal fault lines: how debt sustainability fears may shape 2026
After years of fiscal largesse, the ‘debasement trade’ has gained significant momentum, just as AI fuels an extraordinary wave of capital investment. 
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. 
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