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
Podcast: The case for dynamic duration management in credit portfolios
Is duration a friend or foe to fixed income investors? 
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. 
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. 
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... 
Assessing the appeal of agency MBS floating-rate bonds
We believe agency mortgage-backed security (MBS) floating-rate bonds can offer attractive value, flexibility and price stability – though they come with increased structural complexity. 
AI disruption and the software selloff: what it means for US CLOs
Assessing the impact of the recent selloff in software stocks. 
High yield: Navigating the AI issuance wave
How issuer innovation in high yield is seeking to mitigate risks in the AI build out. 
Emerging market debt: strength and selectivity amid global shifts
Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios. 
Euro credit: steady as fiscal support strengthens
Europe benefits from a stronger fiscal impulse and tentative signs of political cohesion, but caution prevails. 
Global high yield: resilient fundamentals and strong demand for yield
Falling interest rate expectations and strong corporate fundamentals continue to underpin the market, even as risks persist. 
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