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
Research and Active Engagement: Whither the consumer?
How international patterns of consumer demand could determine performance for the rest of the year. 
Euro credit: Steadying the course?
Where we situate European fiscal shifts and policy easing amid global turmoil. 
Global high yield: Pivoting to Europe
Despite US-induced volatility, the international picture for high yield appears rosy. 
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... 
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. 
An end to US exceptionalism?
The rebalancing to come, messy though it may be, could ultimately lead to a healthier equilibrium of capital allocation. 
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? 
In uncertain times, focusing on flexibility is key
How unconstrained strategies can help investors navigate volatile environments 
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... 
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. 
Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
