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.
Credit
Sub-investment grade private debt investment opportunities for life insurers under Solvency UK reform
Solvency UK reforms are allowing life insurers to assess investments in additional asset classes. One area that may be of particular interest is sub-investment grade... 
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... 
What does bond yield volatility mean for private credit?
The start of 2025 saw investors having to grapple with significant market volatility. For private credit, we see no reason to panic at this stage... 
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? 
Playing the ‘weighting’ game
Amid low spreads, some investors have been hesitant to allocate more to credit. But is waiting the right strategy? 
Active Fixed Income outlook: Time to challenge consensus?
Will the market in 2025 be defined by Trump or technicals? 
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... 
Time to increase your allocation to credit?
Recently, many DB schemes have expressed a strategic desire to increase corporate bond exposure but are questioning when and how given the current tight credit... Recommended content for you
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