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
Global high yield: when risks overlap in 2026
A supportive carry backdrop but layered risks warrant a more defensive, flexible stance. 
Emerging market debt: resilience amid increasing uncertainty
Emerging market fundamentals remain robust, but we are cautious of growing geopolitical risks 
Private credit goes public: What are BDCs telling us about market conditions?
In this blog, we dive into some of the headlines around BDCs and look at what the broader message for debt markets might be. 
Why is this oil shock different?
How the oil price surge amid the Middle East conflict is reshaping global markets and political landscapes 
What should investors make of century bonds?
Assessing ultra long maturity in a year of expected continued hyperscaler issuance. 
AI disruption and the software selloff: what it means for US CLOs
Assessing the impact of the recent selloff in software stocks. 
High yield: Navigating the AI issuance wave
How issuer innovation in high yield is seeking to mitigate risks in the AI build out. 
Emerging market debt: strength and selectivity amid global shifts
Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios. 
Euro credit: steady as fiscal support strengthens
Europe benefits from a stronger fiscal impulse and tentative signs of political cohesion, but caution prevails. 
Global high yield: resilient fundamentals and strong demand for yield
Falling interest rate expectations and strong corporate fundamentals continue to underpin the market, even as risks persist. Recommended content for you
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