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.

Index fixed income

Eric podcast
Investment strategy

Podcast: In conversation with… Eric Adler, CEO, Asset Management

Eric Adler gets behind the microphone to share his thoughts.
L&G’s Asset Management business
By  L&G’s Asset Management business
11 Jul 2025
1 min read
L&G Talks
Markets and economics

Podcast: a profound shift for markets

This special episode of the CIO call marks the publication of our midyear global outlook.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Jul 2025
1 min read
MYO-H2-2025 cover
Markets and economics

Midyear global outlook: Gravity defied – for now

Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist.
Sonja LaudBill Hughes
By  Sonja Laud, Bill Hughes
03 Jul 2025
3 min read
AFI-cover Q3 2025
Investment strategy

Active Fixed Income Outlook: Politics vs. economics

Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets?
Colin Reedie
By  Colin Reedie
27 Jun 2025
3 min read
World data information
ESG and long-term themes

How index sovereign debt strategies can meet the challenges of an increasingly fragmented world

We explain how methodical assessment of geopolitical risk can be integrated into index sovereign debt strategies and examine how potential issues such as wealth bias...
Ryan Clatworthy
By  Ryan Clatworthy
14 May 2025
4 min read
L&G talks
Investment strategy

Podcast: A long-term view on EMD

How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role...
Asset Allocation teamL&G’s Asset Management business
By  Asset Allocation team, L&G’s Asset Management business
21 Feb 2025
1 min read
Pod Market
Markets and economics

Podcast: US exceptionalism, political risk and non-consensus views

Listen to our expects discuss key themes from our 2025 global outlook, from how politics might sway markets next year to concentration risk within equities.
Asset Allocation teamL&G’s Asset Management business
By  Asset Allocation team, L&G’s Asset Management business
06 Dec 2024
India Bridge
Investment strategy

India: The emerging market outlier

Underlying economic factors make India an emerging market like no other.
Lee CollinsAanand Venkatramanan
By  Lee Collins, Aanand Venkatramanan
09 Aug 2024
3 min read
India Bond
Investment strategy

India in focus: countdown to index inclusion

In the wake of the general election result and with index addition just one week away, we examine recent patterns in flows, and the practical...
Erik Bartolucci
By  Erik Bartolucci
20 Jun 2024
3 min read
Orange segments
Investment strategy

60/40 isn’t dead – it just needs a rethink

Adding multi-faceted, flexible fixed income sectors into the bond portion of a multi-asset portfolio could boost diversification.
Francis Chua
By  Francis Chua
04 Jun 2024
5 min read

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