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

Parliament Westminster
Markets and economics

UK politics in focus: implications for investors

Following the recent local election results, Prime Minister Keir Starmer is struggling to maintain his grip on the Labour Party leadership. Should investors be worried...
Tom FarringtonTim DraysonRobert Pace
By  Tom Farrington, Tim Drayson & Robert Pace
13 May 2026
3 min read
B&M Geopolitics
Investment strategy

Steering buy & maintain credit through geopolitical uncertainty

Geopolitical tension is once again shaping market sentiment, prompting many clients to ask how buy and maintain (B&M) investment grade credit portfolios are positioned.
Ozkan KoyunAnne-Marie Morris (née Cunnold)
By  Ozkan Koyun & Anne-Marie Morris (née Cunnold)
13 May 2026
4 min read
L&G Talks
Markets and economics

Podcast: Unpacking our US investment outlook

In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines – understanding how powerful structural shifts like AI disruption can reshape...
L&G’s Asset Management business
By  L&G’s Asset Management business
12 May 2026
1 min read
Japanese garden
Investment strategy

Why credit investors should consider a hedging toolkit

Amid challenging market conditions, we believe it's important to use a robust and diverse hedging toolkit
Matthew ReesTom FarringtonGrace Cheng
By  Matthew Rees, Tom Farrington & Grace Cheng
28 Apr 2026
4 min read
Private door
Fixed income

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.
John Daly
By  John Daly
16 Apr 2026
4 min read
oil shock
Fixed income

Why is this oil shock different?

How the oil price surge amid the Middle East conflict is reshaping global markets and political landscapes
Colin Reedie
By  Colin Reedie
16 Apr 2026
3 min read
ME EMD
Markets and economics

Middle East conflict: the view from our EMD desk

We discuss the backdrop for emerging markets before the start of the conflict, and what changed.
Raza AghaPhilip Parslow
By  Raza Agha & Philip Parslow
30 Mar 2026
5 min read
Africa Sub
Markets and economics

Six reasons to believe in Sub-Saharan Africa

From declining debt to prudent policy, we lay out some compelling arguments supporting the investment case for African sovereigns.
Raza Agha
By  Raza Agha
24 Mar 2026
4 min read
Iran Implications
Markets and economics

Iran conflict: implications for investors

We assess how the latest escalation in the Middle East may affect the macro and market outlook – and stress the importance of a long-term...
Emiel van den HeiligenbergJason ShoupChristopher JefferyColin Reedie
By  Emiel van den Heiligenberg, Jason Shoup, Christopher Jeffery & Colin Reedie
02 Mar 2026
5 min read

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