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

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... 
Spreading risk: A matter of philosophy
Could 2025’s run of outperformance for European equities be the start of a new trend? 
European credit: Embracing challenges as opportunities
Markets have priced in a lot of good news. Are they right to, or is a more cautious approach warranted? 
Podcast: Political drama, interest rates and fallible forecasts – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his take on the state of the market, and the outlook as we approach 2025. 
Chart of the month: Geography lessons
How do French government bond spreads stack up compared to the fundamentals? 
The elephant in the room
Major governments have been on debt-fuelled spending sprees – but there’s no such thing as a free lunch. What consequences could the glut of government... 
European credit: Staying cautious
After market jitters in late summer, we are positioning cautiously in the absence of hard data indicating central banks have achieved a ‘soft landing’. 
Podcast: Fixed income in focus – checking in on Euro credit
For the latest in our quarterly series of updates on the global fixed income market, LGIM's Head of Euro Credit Marc Rovers gives us a... 
Australia is considering phasing out AT1 bonds. Will Europe do the same?
The previously obscure asset class came under the spotlight during last year's banking crises. Regulators are now asking if they are fit for purpose. 
European credit: upping the quality
Against a backdrop of politically induced volatility in European credit markets and rich valuations, we continue to trade up to higher quality issuers. Recommended content for you
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