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

EU turn
Markets and economics

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...
Ryan Boothroyd
By  Ryan Boothroyd
06 Mar 2025
3 min read
spreading risk
Investment strategy

Spreading risk: A matter of philosophy

Could 2025’s run of outperformance for European equities be the start of a new trend?
Emiel van den Heiligenberg
By  Emiel van den Heiligenberg
25 Feb 2025
2 min read
Euro Twain
Fixed income

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?
Marc RoversLan Wu
By  Marc Rovers, Lan Wu
27 Jan 2025
3 min read
Pod Market
Markets and economics

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.
LGIM team
By  LGIM team
13 Dec 2024
1 min read
Geography 1
Fixed income

Chart of the month: Geography lessons

How do French government bond spreads stack up compared to the fundamentals?
Christopher JefferyChristopher Teschmacher
By  Christopher Jeffery, Christopher Teschmacher
13 Dec 2024
2 min read
elephant in the room
Fixed income

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...
Marc Rovers
By  Marc Rovers
27 Nov 2024
4 min read
Europe cautious
Fixed income

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’.
Marc RoversLan Wu
By  Marc Rovers, Lan Wu
28 Oct 2024
3 min read
Pod Strategy
Investment strategy

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...
LGIM teamActive Fixed Income team
By  LGIM team, Active Fixed Income team
04 Oct 2024
1 min read
AT1 Europe
Fixed income

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.
Dan LustigJason Tan
By  Dan Lustig, Jason Tan
17 Sept 2024
4 min read
Euro UP
Fixed income

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.
Marc RoversLan Wu
By  Marc Rovers, Lan Wu
30 Jul 2024
3 min read

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