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)
Iran conflict: implications for investors
We assess how the latest escalation in the Middle East may affect the macro and market outlook – and stress the importance of a long-term... 
Latin love — Why we like South American bonds
Latin America’s early moving central banks are tightening once more as inflation pressures rekindle. Yet with real rates still priced at extreme levels and the... 
Emerging market debt: strength and selectivity amid global shifts
Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios. 
Venezuela: What do recent events mean for markets?
Amid the recent US intervention, we assess the potential impact on markets and discuss what we are doing in portfolios. 
Emerging markets: Upside risk after a resilient 2025
We identify reasons for cautious optimism and discuss how we think innovative exposure can be achieved. 
Emerging market debt: Momentum backed by fundamentals
Macroeconomic dynamics continue to support emerging nations, with US policy uncertainties also boosting EMD. 
The power to adapt when uncertainty reigns
We believe flexibility is key to capturing potential opportunities and mitigating risks across the diverse fixed income spectrum. 
Amid global uncertainty, what role can EMD play in insurance portfolios?
What potential benefits could it offer insurers – and what considerations do they need to take into account? 
Emerging market debt: All eyes on the US
Emerging markets have proved resilient in a turbulent first half of the year – but risks remain, not least from an unpredictable US. 
Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
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