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
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. 
France’s fiscal problem: chronic or acute? The debate driving European rates
As France's fiscal challenges deepen, investors face a crucial question: is this a lingering vulnerability or the start of a broader Eurozone stress event? 
Q4 2026 ETF outlook: getting more from core
Amid rapid shifts in market leadership and geopolitical uncertainty, attention is returning to core exposures. 
Why this Fed hiking cycle may not matter
Our take: It may restore Fed credibility, but it is unlikely to materially change the inflation or economic backdrop, creating potential opportunities for investors. 
US Fed hike reinforces the case for dynamic duration management
The recent rise in front-end yields amid a shifting outlook for US rates has reinforced our belief in a dynamic approach to duration. 
Europe's political realignment: when politics matters for credit
Political change becomes consequential for credit when it alters borrowing needs, the cost of funding or the institutional support on which markets rely. 
Higher long-term Treasury yields in context
Framing the rise in long-term Treasury yields this as a uniquely US fiscal story misses the bigger picture. The forces influencing long-term rates are global,... 
Mind the cap(ex): why sterling credit may be less exposed to the AI debt wave
The race to build AI is reshaping corporate bond markets. Could the sterling market’s relative insulation offer some potential benefits? 
EMD: Navigating geopolitics, rates volatility and valuations in a changing global regime
In this blog, we look at the forces shaping EMD over the remainder of the year and how we’re navigating them in our portfolios 
Scarce no more: RBI swap window revives Indian IG supply
We explore how new measures from India’s central bank are reshaping IG issuance 
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