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.
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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... 
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? 
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. 
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