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
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... 
From Japanification to anti-involution: what’s different this time?
Although there are parallels with Japan in the 1990s, fiscal flexibility, new growth engines, and a strategic shift towards a high-quality growth model mean China... 
The three key market biases we seek to exploit in global credit
We discuss how we tackle certain constraints embedded in bond indices on behalf of our clients. 
The power to adapt when uncertainty reigns
We believe flexibility is key to capturing potential opportunities and mitigating risks across the diverse fixed income spectrum. 
From agri to tech: the impact of US tariffs on sectors
Our rundown of how US trade tariffs might affect different sectors. 
The myth of Chinese consumption stimulus
Investors who are holding their breath for consumer stimulus may be missing the bigger picture – and potential investment opportunities. 
GSE reform: Three guiding principles
Surprise IPO plans for Fannie Mae and Freddie Mac could reshape U.S. housing finance. Amid the uncertainty, three guiding principles emerge – government guarantees, market... 
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 
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