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

short credit
Investment strategy

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.
Suzanna EllardJohn Daly
By  Suzanna Ellard, John Daly
08 Jul 2025
5 min read
L&G Talks
Markets and economics

Podcast: a profound shift for markets

This special episode of the CIO call marks the publication of our midyear global outlook.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Jul 2025
1 min read
taiwan sun
Fixed income

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.
Jason Tan
By  Jason Tan
12 May 2025
3 min read
HA bond
Investment strategy

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.
Nambassa NakatuddeAlex MossOzkan Koyun
By  Nambassa Nakatudde, Alex Moss, Ozkan Koyun
01 May 2025
4 min read
Enhanced credit
Investment strategy

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...
Azima CrumptonJohn DalyActive Fixed Income team
By  Azima Crumpton, John Daly, Active Fixed Income team
24 Apr 2025
1 min read
Great rotation
Fixed income

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?
Colin ReedieMatthew Rees
By  Colin Reedie, Matthew Rees
01 Apr 2025
2 min read
Fibre lights
Investment strategy

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...
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Mar 2025
2 min read
L&G talks
Investment strategy

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...
Asset Allocation teamL&G’s Asset Management business
By  Asset Allocation team, L&G’s Asset Management business
21 Feb 2025
1 min read
like insurer
Investment strategy

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...
Ian Blake
By  Ian Blake
17 Feb 2025
4 min read

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