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.
Corporate debt
Navigating a tight credit spread environment: Seeking safety in short duration
We believe that short-duration bonds could potentially provide a buffer against market volatility while offering flexibility to transition to long-duration credit when conditions improve. 
Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
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. 
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. 
Active Fixed Income outlook: An unexpected rotation
2025 began with the US unexpectedly yielding leadership to Europe and China; how else could markets defy expectations? 
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... 
Investing like an insurer? This seems familiar!
Changes in insurer allocations over 2024 may mean that asset strategies are now closer to a typical ‘low-risk’ pension scheme strategy. This has been driven... 
US credit: The case for American exceptionalism
Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class. 
European credit: Embracing challenges as opportunities
Markets have priced in a lot of good news. Are they right to, or is a more cautious approach warranted? 
Sector focus: Continuing our 2025 private credit outlook
In the first part of our 2025 private credit outlook, we offered a broad overview of the prospects for the asset class over the next... 
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