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
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 
Private credit: Pockets of resilience
Why investment-grade private credit and asset-backed finance stand out in today’s tougher landscape. 
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. 
Buy & Maintain for DC: Redefining the role of credit in retirement outcomes
As policy and innovation increasingly focus on decumulation, is it time to rethink the role of credit in DC – from a supporting diversifier to... 
Podcast: Our midyear investment outlook – the CIO call
This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and... 
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 
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