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.
Global-fixed-income
What should investors make of century bonds?
Assessing ultra long maturity in a year of expected continued hyperscaler issuance. 
Assessing the appeal of agency MBS floating-rate bonds
We believe agency mortgage-backed security (MBS) floating-rate bonds can offer attractive value, flexibility and price stability – though they come with increased structural complexity. 
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. 
Euro credit: steady as fiscal support strengthens
Europe benefits from a stronger fiscal impulse and tentative signs of political cohesion, but caution prevails. 
Global high yield: resilient fundamentals and strong demand for yield
Falling interest rate expectations and strong corporate fundamentals continue to underpin the market, even as risks persist. 
Unconstrained strategies: keeping an eye on AI
How can unconstrained bond investors navigate AI-related issuance? 
Crowding out?
With massive issuance from governments and companies – most notably hyperscalers, is there a crowding out theme emerging in bond markets? 
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. 
Podcast: In conversation with… Amelie Chowna
In this episode, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives. 
Podcast: UK Budget – implications for investors
Listen to our in-house investment professionals share their thoughts on the Budget. Recommended content for you
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