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: Midterms, AI and the outlook for US credit
In this edition of L&G Talks, Jason Shoup (US CIO), Jason Becker (Head of US Credit Strategy), Anthony Woodside (Head of Multi-Sector Fixed Income &... 
Systematic active fixed income: turning factor insights into portfolio outcomes
We explore how to capture Carry, Rolldown and Subordination through a transparent, disciplined and repeatable investment process. 
Navigating El Niño: the implications for EMD
We believe the extreme weather event will be a story of country specific outcomes, shaped by existing macro-economic factors. 
Are cashflows the new growth in global high yield? Why HALO assets matter again
As the global high yield market is increasingly defined by dispersion, investors may be rewarding certainty over potential. Businesses with scarce physical assets and resilient... 
Beyond nationalisation: A partnership model for UK water?
The debate around UK water is increasingly framed as a choice between private ownership and nationalisation. We explore whether a partnership model, combining private capital... 
Taking the market’s pulse: time to challenge conventional wisdom on France, inflation and AI?
Travels across Europe and Asia highlighted three key areas that may create opportunities for investors willing to question confidence in consensus narratives. 
AI enters its political phase: implications for US credit
As the AI buildout collides with US politics, we believe US credit investors will need to weigh supply pressure, infrastructure constraints and issuer dispersion against... 
Podcast: Are French bond spreads a warning sign for Europe?
Concerns over the country's fiscal outlook, rising debt burden and increasingly fragmented political landscape have prompted markets to demand a higher premium for holding French... 
Growth signals beneath the surface
While oil prices and government bond yields have dominated market attention, resilient economic growth, China’s policy response and the AI investment boom may offer more... 
Navigating the AI financing cycle: When does capex become self-funding?
As hyperscalers invest heavily in infrastructure, debt markets are helping bridge the gap between today's spending and tomorrow's cash flows. 
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