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.
Interest rates
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... 
Podcast: US tariffs, BoE cut and European equity rally – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. Podcast: What’s going on in government bonds? Market Talk
Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and the market mood ahead of Donald Trump’s... 
Assessing long-lease real estate as an option in run-on strategies
With the potential to offer inflation-linked, investment-grade income and a healthy yield premium over index-linked gilts, long-lease real estate could be an attractive choice for... 
LDI chart update: What could rising yields mean for DB schemes?
Over the last few days, we have seen significant moves in gilt markets, accelerating the trend observed over the final quarter of 2024. Here’s our... 
Time to dash from cash?
If we have passed ‘peak rates’, could fixed income funds be in place to benefit? 
Podcast: Political drama, interest rates and fallible forecasts – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his take on the state of the market, and the outlook as we approach 2025. 
Chart of the month: Geography lessons
How do French government bond spreads stack up compared to the fundamentals? 
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. 
Better days ahead?
This week’s budget provides the economic policy clarity for the rest of this Parliament. We deliver our initial verdict. 
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