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Podcast: The new rules of global credit – finding an edge in a fragmented world
Global credit is back on the agenda. This discussion focuses on the risks and opportunities in today's market.
In this episode of L&G Talks, Ian Hutchinson, Head of Global Bond Strategies and Radha Mathur, Fixed Income Investment Specialist discuss why global credit is back on investors’ radar.
They explore how higher yields, tight spreads and elevated interest-rate volatility have reshaped the opportunity set, and why broad market exposure may no longer be enough.
The discussion highlights the role of selectivity, active rates management and regional insight, while considering risks including rate-market shifts, geopolitics and hyperscaler supply.
You can listen on Apple, Audioboom or Spotify.
This podcast was recorded on 14 July 2026.
Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.
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