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.
Markets and economics
Research and active engagement: Spotlight on Sukuk
How the transformation of the sukuk market could affect issuers, investors and the broader Islamic finance ecosystem. 
Emerging market debt: Momentum backed by fundamentals
Macroeconomic dynamics continue to support emerging nations, with US policy uncertainties also boosting EMD. 
Adding a new lens to our CAMERA: mean-reverting valuations and expected returns
We’ve evolved our expected returns framework to incorporate valuation mean reversion, providing new insights into a range of asset classes. 
European credit: political shocks, rate cuts, and a flight to quality
How we’re walking the tightrope by balancing caution and opportunity. 
Global high yield: Quiet strength beyond the headlines
Global high yield remains resilient; benefiting from strong corporate fundamentals and liquidity, with robust technicals 
All bonds are equal, but some are more equal than others
Which duration assets should investors own? It depends on the underlying motivation for holding duration. 
Unconstrained strategies: what’s on the horizon?
Why it’s important to be flexible in unpredictable times. 
Trumpification of the Fed
How serious is the threat facing the independence of the bank? And if independence erodes, what might happen next? 
Podcast: Artificial reality vs. the real world – the economics of AI
How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this... 
UK Commercial Property – moving up the gears
In this blog, we recap our recently released views on the UK’s commercial real estate market and assess how investors are currently viewing the sector. 
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