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
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. 
Solutions chart update: ForGilt me not
Gilts have been a recent standout performer in fixed income. Since peaking around the start of September, 30-year gilt yields extended their run lower through... 
Research and active engagement: Spotlight on Sukuk
How the transformation of the sukuk market could affect issuers, investors and the broader Islamic finance ecosystem. 
Emerging market debt: Momentum backed by fundamentals
Macroeconomic dynamics continue to support emerging nations, with US policy uncertainties also boosting EMD. 
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