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.
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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... 
Equity valuations uncovered (part 3): Short-term insights
A common refrain is that valuations are irrelevant over short horizons, but that they become strong predictors in the longer term. What motivates such statements... 
US securitised: From crisis to confidence
How securitised markets have evolved since the global financial crisis. 
Equity valuations uncovered (part 2): Valuation regressions – handle with care
What are the pitfalls of regressing equity returns against starting valuations, how can we correct for them and what is the upshot for expected returns? 
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. 
Surplus in focus: What should DB schemes look out for?
The market backdrop for defined benefit (DB) pension schemes has fundamentally changed. Now the regulatory environment is changing too, with changes proposed to allow (where... 
Equity valuations uncovered (part 1): Fathoming murky waters
I introduce a series of blogs exploring the role of valuations in forecasting equity returns. 
DB chart update: S&P500 in 2025. Treble 20?
With US equities delivering returns of over 20% in each of 2023 and 2024, how could DB schemes still seeking growth position portfolios this year? 
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