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
Restructuring trends: Why maturity is the new security
Investors must scrutinise bond covenants and security packages closely to truly understand their place in the creditor hierarchy 
Timing the cycle: why it remains important
Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy. 
Solutions chart update: A balanced diet of OATs, AAPL and bundwurst?
In a special edition chart update focused on European bond markets, we bring new meaning to the concept of gastronomy economy… 
What does Shariah Standard 62 mean for the sukuk market?
Assessing reform, risk, and realignment in Shariah-compliant finance 
Euro credit: Steadying the course?
Where we situate European fiscal shifts and policy easing amid global turmoil. 
Global high yield: Pivoting to Europe
Despite US-induced volatility, the international picture for high yield appears rosy. 
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... 
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. 
Solutions chart update: Long gilts
From Leith Hill to Box Hill - still hard going but smoother and less steep. 
Could Taiwanese ‘lifers’ face risks from the sharp rise in the Taiwan dollar?
Taiwanese life insurance companies that run large currency mismatches on their balance sheets are grappling with the impact of a rapidly appreciating New Taiwan dollar. Recommended content for you
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