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
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... 
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. 
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... 
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... 
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... 
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? 
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.... 
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