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
What hyperscaler equity raises mean for bondholders
In our view, hyperscaler equity issuance signals that AI-related capex may be larger than expected. 
AI goes global
AI’s global expansion is reshaping markets, politics and the balance of economic power 
How AI investment is transforming credit supply
Why the corporate bond market is being reshaped more rapidly than many investors appreciate 
How AI and conflict are reshaping markets
While war in the Middle East will continue to grip investor attention, we think the tech revolution will prove a more powerful and longer-lasting force. 
The truth about today's rising yields
Numerous factors are driving the recent rise in yields, but one truth about the increase is worth highlighting. 
Prepayment dynamics in a bifurcated agency MBS market
What do mortgage lock in and the composition of the universe mean for prepayments and convexity? We consider the implications for investors 
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 Recommended content for you
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