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
AI bond anxieties are displacement activity
Investors have focused on the risks of AI-driven borrowing by technology giants. Yet the far bigger challenge for bond markets may be the growing financing... 
Cash segmentation (a reprise)
With upward sloping money market curves and central banks again assessing the potential impact of energy supply disruption, we thought it a good time to... 
Higher long-term Treasury yields in context
Framing the rise in long-term Treasury yields this as a uniquely US fiscal story misses the bigger picture. The forces influencing long-term rates are global,... 
Mind the cap(ex): why sterling credit may be less exposed to the AI debt wave
The race to build AI is reshaping corporate bond markets. Could the sterling market’s relative insulation offer some potential benefits? 
EMD: Navigating geopolitics, rates volatility and valuations in a changing global regime
In this blog, we look at the forces shaping EMD over the remainder of the year and how we’re navigating them in our portfolios 
Scarce no more: RBI swap window revives Indian IG supply
We explore how new measures from India’s central bank are reshaping IG issuance 
African sovereign Eurobonds: accessing the premium, managing the complexity
It’s a market that’s growing fast, with a potentially attractive yield premium. Accessing the exposure via an ETF could provide a practical way of managing... 
The next phase of data centre growth - and the role of high yield capital
What does the globalisation of data centres mean for high yield investors? 
Euro credit: AI’s next frontier
As hyperscaler debt moves into euros, what are the potential opportunities and risks for euro credit investors? 
AI in EMD: Productivity to power and politics
AI capabilities are playing an even greater role in global economic competitiveness and geopolitical influence 
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