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
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 
Podcast: Interest rate expectations, US data revision and AI earnings – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
Solutions chart update: A balanced diet of OATs, AAPL and bundwurst?
In a special edition chart update focused on European bond markets, we bring new meaning to the concept of gastronomy economy… 
Euro credit unlocked: the asset class that’s impossible to ignore
For investors looking to diversify beyond the US, we believe euro investment grade credit could offer a compelling combination of scale, quality and value. 
Euro credit: Steadying the course?
Where we situate European fiscal shifts and policy easing amid global turmoil. 
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. 
Could Taiwanese ‘lifers’ face risks from the sharp rise in the Taiwan dollar?
Taiwanese life insurance companies that run large currency mismatches on their balance sheets are grappling with the impact of a rapidly appreciating New Taiwan dollar. 
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. 
Securitised credit enhancement: Credit where it’s due
The role of credit enhancement in bond securitisation is an important concept to understand as it aims to help senior bondholders mitigate potential losses in... 
Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
