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
Emerging market debt: strength and selectivity amid global shifts
Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios. 
Euro credit: steady as fiscal support strengthens
Europe benefits from a stronger fiscal impulse and tentative signs of political cohesion, but caution prevails. 
Global high yield: resilient fundamentals and strong demand for yield
Falling interest rate expectations and strong corporate fundamentals continue to underpin the market, even as risks persist. 
Unconstrained strategies: keeping an eye on AI
How can unconstrained bond investors navigate AI-related issuance? 
Crowding out?
With massive issuance from governments and companies – most notably hyperscalers, is there a crowding out theme emerging in bond markets? 
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. 
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