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 (Local)
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. 
An end to T-bill and chill?
For more than two years, high interest rates have offered healthy cash returns to investors without the volatility, but with central banks starting to cut... 
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: The emerging market outlier
Underlying economic factors make India an emerging market like no other. 
India in focus: countdown to index inclusion
In the wake of the general election result and with index addition just one week away, we examine recent patterns in flows, and the practical... 
Podcast: Indian elections, Chinese bonds and US payrolls – Market Talk
Where next for investors in light of the Indian election result? 
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. 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... Recommended content for you
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