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.
Fixed income
Active Fixed Income outlook: An unexpected rotation
2025 began with the US unexpectedly yielding leadership to Europe and China; how else could markets defy expectations? 
L&G explains: Demystifying the gilt market
The UK gilt market is huge, and the cornerstone of the UK financial system. But what form does that borrowing take, and why is it... 
US credit: The case for American exceptionalism
Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class. 
Emerging market debt: Will strong fundamentals drive resilience?
Compared to the beginning of the last Trump administration, we think emerging markets are well positioned to overcome potential challenges. 
European credit: Embracing challenges as opportunities
Markets have priced in a lot of good news. Are they right to, or is a more cautious approach warranted? 
Global high yield: Will this be a Goldilocks year?
As the rate cutting cycle continues, we think investors will look for income which could support high yield. 
Active Fixed Income outlook: Time to challenge consensus?
Will the market in 2025 be defined by Trump or technicals? 
Time to dash from cash?
If we have passed ‘peak rates’, could fixed income funds be in place to benefit? 
Chart of the month: Geography lessons
How do French government bond spreads stack up compared to the fundamentals? 
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