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.

Investment strategy

Securitised US
Investment strategy

Could exposure to securitised credit enhance portfolios?

Despite being a huge market, US securitised debt is often overlooked by investors. We ask whether adding exposure to the asset class could help improve...
Sam Kulahan
By  Sam Kulahan
08 May 2025
5 min read
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
Defend DC
Investment strategy

Could a defensive equity strategy defend DC savers?

By providing access to possible equity market upside, with the potential for reduced volatility and drawdowns, we believe defensive equity may be a suitable component...
Alex Pearce
By  Alex Pearce
28 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
Prickly pear
Investment strategy

The evolving landscape of emerging market private credit

Development finance institutions can help investors gain exposure to emerging market private credit while potentially reducing default risk. We take a look at how these...
Oliver BaileyJake Harper
By  Oliver Bailey, Jake Harper
24 Apr 2025
3 min read
Part3_0
Investment strategy

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...
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
16 Apr 2025
3 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
Valuations part2
Investment strategy

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?
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
10 Apr 2025
5 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

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