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

L&G Talks
Markets and economics

Podcast: a profound shift for markets

This special episode of the CIO call marks the publication of our midyear global outlook.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Jul 2025
1 min read
MYO-H2-2025 cover
Markets and economics

Midyear global outlook: Gravity defied – for now

Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist.
Sonja LaudBill Hughes
By  Sonja Laud, Bill Hughes
03 Jul 2025
3 min read
AFI-cover Q3 2025
Investment strategy

Active Fixed Income Outlook: Politics vs. economics

Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets?
Colin Reedie
By  Colin Reedie
27 Jun 2025
3 min read
L&G Talks
Investment strategy

Podcast: Unpacking unconstrained strategies

What does it mean when we say an active fixed income strategy is “unconstrained”? What difference does it make when a fund is not tied...
L&G’s Asset Management business
By  L&G’s Asset Management business
13 Jun 2025
1 min read
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

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