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.
Emerging Market Debt (Hard)
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... 
Emerging market debt: Will strong fundamentals drive resilience?
Compared to the beginning of the last Trump administration, we think emerging markets are well positioned to overcome potential challenges. 
Emerging market debt: All about the yield
Challenges for the asset class, in the form of unexpected election outcomes and volatility in US rates, have given way to relative calm in the... 
India’s time to shine
As the world’s biggest democracy goes to the polls, we examine the political powerhouse that is the BJP and consider how index inclusion could energise... 
Emerging market debt – a fair wind
We believe emerging market (EM) credit returns this year will be led by both carry and a rally in high yield credit spreads. 
Positioned for the future? Emerging market bond weightings in global portfolios
With emerging market bond weightings set to grow in portfolios, we look at the implications for investors. 
Podcast: Fixed income in focus: emerging market debt
In light of a solid macroeconomic backdrop for emerging markets (EM), and a benign currency outlook, why is investor positioning for emerging market debt still... 
Diversification: The name of the game
Has the positive correlation between bonds and equities over the last two years further strengthened the call for portfolio diversification? 
Emerging market debt: Time to shine?
Given a resilient macroeconomic picture and supportive technicals, we believe the outlook for emerging market debt (EMD) is positive. 
Navigating the storm – emerging market debt
Emerging market (EM) credit has had a difficult two years. For most equity and bond investors, 2022 proved to be the perfect storm Recommended content for you
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