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

EuroCredit 25
Fixed income

Euro credit: Steadying the course?

Where we situate European fiscal shifts and policy easing amid global turmoil.
Marc Rovers
By  Marc Rovers
16 Jul 2025
5 min read
City scape
Markets and economics

Investing in innovation: The UK’s VC sector in 2025

In this blog, Chris Hopkins, Head of Venture Capital, takes a high-level look at the current state of the VC space, with a particular focus...
Chris Hopkins
By  Chris Hopkins
16 Jul 2025
4 min read
Europe pivot
Fixed income

Global high yield: Pivoting to Europe

Despite US-induced volatility, the international picture for high yield appears rosy.
John RyanSophia Hunt
By  John Ryan, Sophia Hunt
15 Jul 2025
3 min read
riding out
Fixed income

Riding out regime change in fixed income

We assess how public and private credit investors can navigate macro volatility, while questioning the enduring strength of US Treasuries...
Matthew ReesRoss McDonaldLushan SunMatthew Rodger
By  Matthew Rees, Ross McDonald, Lushan Sun, Matthew Rodger
14 Jul 2025
7 min read
Vacancy vanish
Economics

When vacancies vanish: UK and French unemployment at a turning point?

If economic growth remains weak, we expect unemployment in these countries to rise more than in their peers.
James Carrick
By  James Carrick
09 Jul 2025
2 min read
Eyes US
Fixed income

Emerging market debt: All eyes on the US

Emerging markets have proved resilient in a turbulent first half of the year – but risks remain, not least from an unpredictable US.
Raza AghaUday Patnaik
By  Raza Agha, Uday Patnaik
09 Jul 2025
3 min read
Column US
Markets and economics

An end to US exceptionalism?

The rebalancing to come, messy though it may be, could ultimately lead to a healthier equilibrium of capital allocation.
Tim DraysonJason Shoup
By  Tim Drayson, Jason Shoup
07 Jul 2025
5 min read
L&G Talks
Markets and economics

Podcast: a profound shift for markets

This special episode of the CIO call marks the publication of our midyear global outlook.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Jul 2025
1 min read
MYO-H2-2025 cover
Markets and economics

Midyear global outlook: Gravity defied – for now

Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist.
Sonja LaudBill Hughes
By  Sonja Laud, Bill Hughes
03 Jul 2025
3 min read
Summer reading
Markets and economics

Stuck for something to read? Four summer book recommendations

From memories of the trading floor to the secrets of a healthy diet, Matthew Kemp shares his summer reading picks.
Matthew Kemp
By  Matthew Kemp
02 Jul 2025
2 min read

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