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
Prepayment dynamics in a bifurcated agency MBS market
What do mortgage lock in and the composition of the universe mean for prepayments and convexity? We consider the implications for investors 
UK politics in focus: implications for investors
Following the recent local election results, Prime Minister Keir Starmer is struggling to maintain his grip on the Labour Party leadership. Should investors be worried... 
Why credit investors should consider a hedging toolkit
Amid challenging market conditions, we believe it's important to use a robust and diverse hedging toolkit 
Why is this oil shock different?
How the oil price surge amid the Middle East conflict is reshaping global markets and political landscapes 
Podcast: The case for dynamic duration management in credit portfolios
Is duration a friend or foe to fixed income investors? 
Middle East conflict: the view from our EMD desk
We discuss the backdrop for emerging markets before the start of the conflict, and what changed. 
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. 
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