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 strategies
Restructuring trends: Why maturity is the new security
Investors must scrutinise bond covenants and security packages closely to truly understand their place in the creditor hierarchy 
Words of wisdom: Do famous investment sayings hold water?
Our Well-known Investment Saying Evaluation (WISE) index provides an assessment of some well-worn financial aphorisms. 
Timing the cycle: why it remains important
Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy. 
Euro credit unlocked: the asset class that’s impossible to ignore
For investors looking to diversify beyond the US, we believe euro investment grade credit could offer a compelling combination of scale, quality and value. 
Amid global uncertainty, what role can EMD play in insurance portfolios?
What potential benefits could it offer insurers – and what considerations do they need to take into account? 
Research and Active Engagement: Whither the consumer?
How international patterns of consumer demand could determine performance for the rest of the year. 
Euro credit: Steadying the course?
Where we situate European fiscal shifts and policy easing amid global turmoil. 
Podcast: In conversation with… Eric Adler, CEO, Asset Management
Eric Adler gets behind the microphone to share his thoughts. 
Emerging market debt: All eyes on the US
Emerging markets have proved resilient in a turbulent first half of the year – but risks remain, not least from an unpredictable US. 
Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. Recommended content for you
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