LGIM Blog – John Daly, Senior Solutions Strategy Manager

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.

John Daly23

John Daly, Senior Solutions Strategy Manager, has been the lead investment strategist for Global Buy & Maintain portfolios for over a decade, playing a pivotal role in designing and innovating the team’s strategic approach.

John also serves as the lead London-based strategist for US Securitised Funds. He works closely with closely with institutional clients, evaluating investment opportunities and providing insightful strategies, ensuring alignment with market trends and their financial goals.

John joined LGIM in 2009, and has over 25 years industry experience, previously holding institutional business development roles at PIMCO and Fidelity.

He holds a BSc in Business Economics from Cardiff University and is a CFA charterholder.

Other articles by John Daly

Stable coin

Stablecoins: disruptive potential vs. reality

What are stablecoins? How they could disrupt banks and payment networks, and what’s holding back mainstream adoption?

Securitisation reforms

Securitisation reforms

A new chapter for European insurers’ portfolios

Private door

Private credit goes public: What are BDCs telling us about market conditions?

In this blog, we dive into some of the headlines around BDCs and look at what the broader message for debt markets might be.

CLO 0

AI disruption and the software selloff: what it means for US CLOs

Assessing the impact of the recent selloff in software stocks.

Eye AFI

Unconstrained strategies: keeping an eye on AI

How can unconstrained bond investors navigate AI-related issuance?

data centre

From cloud to cash: How hyperscalers are funding AI expansion

Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer questions around whether these initiatives are sustainable.

Trigger 0

Navigating tight credit spreads: can trigger strategies help?

Investment grade credit spreads are exceptionally tight today relative to history. How long have such conditions lasted in the past, and could a trigger strategy help investors to navigate them?

short credit

Navigating a tight credit spread environment: Seeking safety in short duration

We believe that short-duration bonds could potentially provide a buffer against market volatility while offering flexibility to transition to long-duration credit when conditions improve.

coal power plant

Carbon market unification: A post-Brexit reconciliation

Unification of EU and UK carbon markets could offer economic benefits and increased investment in clean technologies, but it could also lead to higher power prices for industrial users.

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