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.
Europe
On a string: navigating the yo-yo of EU–US trade policy
After months of speculation, the EU–US trade agreement has finally been reached. However, questions remain about its longer-term consequences for the global economy. 
Euro credit unlocked: the asset class that’s impossible to ignore
For investors looking to diversify beyond the US, we believe euro investment grade credit could offer a compelling combination of scale, quality and value. 
Euro credit: Steadying the course?
Where we situate European fiscal shifts and policy easing amid global turmoil. 
Global high yield: Pivoting to Europe
Despite US-induced volatility, the international picture for high yield appears rosy. 
Podcast: In conversation with… Eric Adler, CEO, Asset Management
Eric Adler gets behind the microphone to share his thoughts. 
Carbon market unification: A post-Brexit reconciliation
Unification of EU and UK carbon markets could offer economic benefits and increased investment in clean technologies, but it could also lead to higher power... 
Where next for European equities?
Fiscal developments have galvanised the region’s markets, but shareholder returns remain anything but certain. 
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? 
Chart of the month: EU-turn
One of our potential surprises for 2025 was a resurgence in non-US equities. In this vein, it’s certainly been a bumper start to the year... Recommended content for you
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