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

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 Rovers
By  Marc Rovers
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
Column US
Markets and economics

An end to US exceptionalism?

The rebalancing to come, messy though it may be, could ultimately lead to a healthier equilibrium of capital allocation.
Tim DraysonJason Shoup
By  Tim Drayson, Jason Shoup
07 Jul 2025
5 min read
AFI-cover Q3 2025
Investment strategy

Active Fixed Income Outlook: Politics vs. economics

Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets?
Colin Reedie
By  Colin Reedie
27 Jun 2025
3 min read
Unconstrained AFI
Investment strategy

In uncertain times, focusing on flexibility is key

How unconstrained strategies can help investors navigate volatile environments
Matthew ReesTom Farrington
By  Matthew Rees, Tom Farrington
20 May 2025
3 min read
Tariffs securitised
Investment strategy

What could US tariffs mean for US securitised?

Following the much-anticipated Liberation Day announcement, the market has experienced significant changes and the effective US tariff rate has increased dramatically. What are the implications...
Azima CrumptonJohn DalyActive Fixed Income team
By  Azima Crumpton, John Daly, Active Fixed Income team
19 May 2025
4 min read
taiwan sun
Fixed income

Could Taiwanese ‘lifers’ face risks from the sharp rise in the Taiwan dollar?

Taiwanese life insurance companies that run large currency mismatches on their balance sheets are grappling with the impact of a rapidly appreciating New Taiwan dollar.
Jason Tan
By  Jason Tan
12 May 2025
3 min read

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