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
UK politics in focus: implications for investors
Following the recent local election results, Prime Minister Keir Starmer is struggling to maintain his grip on the Labour Party leadership. Should investors be worried... 
Tech issuance is reshaping the IG credit market
The sheer scale of issuance to fund AI capex is changing the dynamics of the investment grade (IG) market, highlighting potential downsides of standard market... 
Designing multi-strategy credit solutions for insurers
In this blog, we look at how multi-asset class private credit strategies can help address insurers’ unique return and regulatory requirements. 
Podcast: Middle East update – market impacts and outlook
This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict... 
What should investors make of century bonds?
Assessing ultra long maturity in a year of expected continued hyperscaler issuance. 
Responsible innovation
What evolutions in the responsible investment arena should DB trustees have in mind in 2026? 
Euro credit: steady as fiscal support strengthens
Europe benefits from a stronger fiscal impulse and tentative signs of political cohesion, but caution prevails. 
Podcast: Greenland, Japanese bonds and a volatility playbook – Market Talk
Our regular update on the biggest themes shaping global markets. 
Podcast: In conversation with… Amelie Chowna
In this episode, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives. 
Private equity and private credit: A recovery and a party?
In private equity, we’ve observed a lack of valuation correction and concentrated growth. Meanwhile, private credit is defined by softening yield and tight spreads, meaning... 
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