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.
Active fixed income
From agri to tech: the impact of US tariffs on sectors
Our rundown of how US trade tariffs might affect different sectors. 
GSE reform: Three guiding principles
Surprise IPO plans for Fannie Mae and Freddie Mac could reshape U.S. housing finance. Amid the uncertainty, three guiding principles emerge – government guarantees, market... 
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 
Words of wisdom: Do famous investment sayings hold water?
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Timing the cycle: why it remains important
Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy. 
Euro credit unlocked: the asset class that’s impossible to ignore
For investors looking to diversify beyond the US, we believe euro investment grade credit could offer a compelling combination of scale, quality and value. 
Amid global uncertainty, what role can EMD play in insurance portfolios?
What potential benefits could it offer insurers – and what considerations do they need to take into account? 
Research and Active Engagement: Whither the consumer?
How international patterns of consumer demand could determine performance for the rest of the year. 
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. 
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