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

Unconstrained AFI
Investment strategy

In uncertain times, focusing on flexibility is key

How unconstrained strategies can help investors navigate volatile environments
Matthew ReesTom Farrington
By  Matthew Rees, Tom Farrington
20 May 2025
3 min read
Tariffs securitised
Investment strategy

What could US tariffs mean for US securitised?

Following the much-anticipated Liberation Day announcement, the market has experienced significant changes and the effective US tariff rate has increased dramatically. What are the implications...
Azima CrumptonJohn DalyActive Fixed Income team
By  Azima Crumpton, John Daly, Active Fixed Income team
19 May 2025
4 min read
taiwan sun
Fixed income

Could Taiwanese ‘lifers’ face risks from the sharp rise in the Taiwan dollar?

Taiwanese life insurance companies that run large currency mismatches on their balance sheets are grappling with the impact of a rapidly appreciating New Taiwan dollar.
Jason Tan
By  Jason Tan
12 May 2025
3 min read
Securitised US
Investment strategy

Could exposure to securitised credit enhance portfolios?

Despite being a huge market, US securitised debt is often overlooked by investors. We ask whether adding exposure to the asset class could help improve...
Sam Kulahan
By  Sam Kulahan
08 May 2025
5 min read
HA bond
Investment strategy

Can UK housing association bonds help to drive social impact?

We assess the opportunities for local government pensions schemes (LGPS) to invest in UK productive finance via the physical infrastructure exposure inherent in housing associations.
Nambassa NakatuddeAlex MossOzkan Koyun
By  Nambassa Nakatudde, Alex Moss, Ozkan Koyun
01 May 2025
4 min read
Enhanced credit
Investment strategy

Securitised credit enhancement: Credit where it’s due

The role of credit enhancement in bond securitisation is an important concept to understand as it aims to help senior bondholders mitigate potential losses in...
Azima CrumptonJohn DalyActive Fixed Income team
By  Azima Crumpton, John Daly, Active Fixed Income team
24 Apr 2025
1 min read
crisis confidence
Investment strategy

US securitised: From crisis to confidence

How securitised markets have evolved since the global financial crisis.
John DalyAzima CrumptonActive Fixed Income team
By  John Daly, Azima Crumpton, Active Fixed Income team
14 Apr 2025
1 min read
Asia EMD
Investment strategy

At a time of rapid global change, what does Asian EMD offer investors?

Once considered a niche of a niche, emerging market debt has come to the fore as a way to access the world’s most dynamic region....
Raymond WongViraj Nadgir
By  Raymond Wong, Viraj Nadgir
07 Apr 2025
3 min read
Myth temple
Investment strategy

Debunking common myths about securitised credit

Securitised bonds, often shrouded in complexity and financial jargon, have been a cornerstone of the US financial markets for decades.
John DalyAzima CrumptonActive Fixed Income team
By  John Daly, Azima Crumpton, Active Fixed Income team
03 Apr 2025
1 min read

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