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
The next phase of data centre growth - and the role of high yield capital
What does the globalisation of data centres mean for high yield investors? 
Euro credit: AI’s next frontier
As hyperscaler debt moves into euros, what are the potential opportunities and risks for euro credit investors? 
AI in EMD: Productivity to power and politics
AI capabilities are playing an even greater role in global economic competitiveness and geopolitical influence 
What hyperscaler equity raises mean for bondholders
In our view, hyperscaler equity issuance signals that AI-related capex may be larger than expected. 
AI goes global
AI’s global expansion is reshaping markets, politics and the balance of economic power 
How AI investment is transforming credit supply
Why the corporate bond market is being reshaped more rapidly than many investors appreciate 
How AI and conflict are reshaping markets
While war in the Middle East will continue to grip investor attention, we think the tech revolution will prove a more powerful and longer-lasting force. 
Keir Starmer resigns: implications for investors
Following the resignation of the UK Prime Minister, we examine the immediate market reaction, longer-term economic implications, and how our global rates and unconstrained bond... 
The truth about today's rising yields
Numerous factors are driving the recent rise in yields, but one truth about the increase is worth highlighting. Recommended content for you
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