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

GSE reform
Markets and economics

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...
Priya Joshi
By  Priya Joshi
01 Sept 2025
4 min read
recovery rates
Fixed income

Restructuring trends: Why maturity is the new security

Investors must scrutinise bond covenants and security packages closely to truly understand their place in the creditor hierarchy
Elizabeth CassidyVikram Lopez
By  Elizabeth Cassidy, Vikram Lopez
21 Aug 2025
3 min read
timing cycle
Fixed income

Timing the cycle: why it remains important

Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy.
Colin Reedie
By  Colin Reedie
13 Aug 2025
3 min read
shariah finance
Fixed income

What does Shariah Standard 62 mean for the sukuk market?

Assessing reform, risk, and realignment in Shariah-compliant finance
Yew Thong ChoongJason TanCourt Gilbert
By  Yew Thong Choong, Jason Tan, Court Gilbert
05 Aug 2025
4 min read
Unlock euro
Investment strategy

Euro credit unlocked: the asset class that’s impossible to ignore

For investors looking to diversify beyond the US, we believe euro investment grade credit could offer a compelling combination of scale, quality and value.
Magdi Yasin
By  Magdi Yasin
29 Jul 2025
3 min read
Warehouse Check
ESG and long-term themes

Research and Active Engagement: Whither the consumer?

How international patterns of consumer demand could determine performance for the rest of the year.
My Nguyen
By  My Nguyen
17 Jul 2025
3 min read
EuroCredit 25
Fixed income

Euro credit: Steadying the course?

Where we situate European fiscal shifts and policy easing amid global turmoil.
Marc RoversMagdi Yasin
By  Marc Rovers, Magdi Yasin
16 Jul 2025
5 min read
Europe pivot
Fixed income

Global high yield: Pivoting to Europe

Despite US-induced volatility, the international picture for high yield appears rosy.
John RyanSophia Hunt
By  John Ryan, Sophia Hunt
15 Jul 2025
3 min read
riding out
Fixed income

Riding out regime change in fixed income

We assess how public and private credit investors can navigate macro volatility, while questioning the enduring strength of US Treasuries...
Matthew ReesRoss McDonaldLushan SunMatthew Rodger
By  Matthew Rees, Ross McDonald, Lushan Sun, Matthew Rodger
14 Jul 2025
7 min read
Eyes US
Fixed income

Emerging market debt: All eyes on the US

Emerging markets have proved resilient in a turbulent first half of the year – but risks remain, not least from an unpredictable US.
Raza AghaUday Patnaik
By  Raza Agha, Uday Patnaik
09 Jul 2025
3 min read

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