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
Podcast: A long-term view on EMD
How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role... 
US credit: The case for American exceptionalism
Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class. 
Research and Active Engagement: Surveying the UK water sector
2024 was not a banner year for British water providers. Could a new package from the regulator allow the sector to move on? 
Emerging market debt: Will strong fundamentals drive resilience?
Compared to the beginning of the last Trump administration, we think emerging markets are well positioned to overcome potential challenges. 
Active Fixed Income outlook: Time to challenge consensus?
Will the market in 2025 be defined by Trump or technicals? 
Unfollowing the crowd
How our rates investors seek to avoid the pitfalls of prediction in actively managed government bonds 
Time to dash from cash?
If we have passed ‘peak rates’, could fixed income funds be in place to benefit? 
Podcast: US exceptionalism, political risk and non-consensus views
Listen to our expects discuss key themes from our 2025 global outlook, from how politics might sway markets next year to concentration risk within equities. 
Global high yield: Will the good times last?
Falling fears of recession and rate cuts have made for a good period for high yield – but will they continue? 
Aligning financial performance and climate in active fixed income
Positive climate impacts and financial returns are not incompatible. This is how LGIM’s AFI team factors climate change into our portfolios. 
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