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: Our 2026 investment outlook – the CIO call
This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. 
2026 global outlook: Risk and reward amid an AI revolution
We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change. 
Webinar: Are we in an AI boom or bubble?
A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors. 
Research and active engagement: Spotlight on Sukuk
How the transformation of the sukuk market could affect issuers, investors and the broader Islamic finance ecosystem. 
Emerging market debt: Momentum backed by fundamentals
Macroeconomic dynamics continue to support emerging nations, with US policy uncertainties also boosting EMD. 
European credit: political shocks, rate cuts, and a flight to quality
How we’re walking the tightrope by balancing caution and opportunity. 
Global high yield: Quiet strength beyond the headlines
Global high yield remains resilient; benefiting from strong corporate fundamentals and liquidity, with robust technicals 
Unconstrained strategies: what’s on the horizon?
Why it’s important to be flexible in unpredictable times. 
AFI Outlook Q4: Timing the cycle
Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy. 
Podcast: Our global approach to active fixed income
In today’s interconnected markets, we believe taking a global approach to managing fixed income assets is essential, as economic or political developments in one region... Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
