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.
Banks/Financials
Australia is considering phasing out AT1 bonds. Will Europe do the same?
The previously obscure asset class came under the spotlight during last year's banking crises. Regulators are now asking if they are fit for purpose. 
European banking credit: financially sound?
We review the European credit universe and ask why is it that financial credit spreads are so tight relative to non-financials? 
What does bank retrenchment mean for private credit investors?
How cuts to bank lending could grow the asset class. 
Is China the next Japan?
In the early 1990s Japan suffered a well-documented deflationary slump. With China now seeing high-profile defaults, slowing economic growth and falling consumer prices, is North... 
Can an equity income strategy still pay dividends?
Global dividend levels have returned to pre-pandemic levels, but this upward trajectory will be challenged by 2023's tougher economic environment. 
What next after the banking crisis?
The rising rate environment has claimed its first scalps; what other vulnerabilities could be exposed? 
Where next for Euro credit?
After a strong start to the year for European investment grade, how has banking stress impacted the asset class – and what could the episode... 
A damsel in bank stress
Our US bank stress index is on the rise. We're not quite at global financial crisis levels, but real-time data suggest a tightening in credit... 
Banking stress: is Credit Suisse an outlier?
As we move on from the Swiss bank’s shotgun marriage with peer UBS, we assess the systemic vulnerability of the European banking sector. 
Private capital: out of the woods?
The recent stress that pervaded the banking sector last week has triggered questions about what this could mean for private asset investors. 
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