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

HA bond
Investment strategy

Can UK housing association bonds help to drive social impact?

We assess the opportunities for local government pensions schemes (LGPS) to invest in UK productive finance via the physical infrastructure exposure inherent in housing associations.
Nambassa NakatuddeAlex MossOzkan Koyun
By  Nambassa Nakatudde, Alex Moss, Ozkan Koyun
01 May 2025
4 min read
Euro next
Equities

Where next for European equities?

Fiscal developments have galvanised the region’s markets, but shareholder returns remain anything but certain.
Robert GriffithsSimon Bell
By  Robert Griffiths, Simon Bell
30 Apr 2025
3 min read
Enhanced credit
Investment strategy

Securitised credit enhancement: Credit where it’s due

The role of credit enhancement in bond securitisation is an important concept to understand as it aims to help senior bondholders mitigate potential losses in...
Azima CrumptonJohn DalyActive Fixed Income team
By  Azima Crumpton, John Daly, Active Fixed Income team
24 Apr 2025
1 min read
crisis confidence
Investment strategy

US securitised: From crisis to confidence

How securitised markets have evolved since the global financial crisis.
John DalyAzima CrumptonActive Fixed Income team
By  John Daly, Azima Crumpton, Active Fixed Income team
14 Apr 2025
1 min read
loan arranger
Investment strategy

The loan arranger

What are the potential benefits of collateralised loan obligations?
John DalyAzima CrumptonActive Fixed Income team
By  John Daly, Azima Crumpton, Active Fixed Income team
09 Apr 2025
1 min read
Asia EMD
Investment strategy

At a time of rapid global change, what does Asian EMD offer investors?

Once considered a niche of a niche, emerging market debt has come to the fore as a way to access the world’s most dynamic region....
Raymond WongViraj Nadgir
By  Raymond Wong, Viraj Nadgir
07 Apr 2025
3 min read
Myth temple
Investment strategy

Debunking common myths about securitised credit

Securitised bonds, often shrouded in complexity and financial jargon, have been a cornerstone of the US financial markets for decades.
John DalyAzima CrumptonActive Fixed Income team
By  John Daly, Azima Crumpton, Active Fixed Income team
03 Apr 2025
1 min read
Great rotation
Fixed income

Active Fixed Income outlook: An unexpected rotation

2025 began with the US unexpectedly yielding leadership to Europe and China; how else could markets defy expectations?
Colin ReedieMatthew Rees
By  Colin Reedie, Matthew Rees
01 Apr 2025
2 min read

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