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
US Fed hike reinforces the case for dynamic duration management
The recent rise in front-end yields amid a shifting outlook for US rates has reinforced our belief in a dynamic approach to duration. 
Podcast: What’s behind the global bond selloff? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. 
Private markets in Q3: Decoding the headlines
In this two-part blog series, we present our latest quarterly private markets update based on the most recent available data. To begin, we discuss the... 
Podcast: The new rules of global credit – finding an edge in a fragmented world
Global credit is back on the agenda. This discussion focuses on the risks and opportunities in today's market. 
Keir Starmer resigns: implications for investors
Following the resignation of the UK Prime Minister, we examine the immediate market reaction, longer-term economic implications, and how our global rates and unconstrained bond... 
Podcast: Unpacking our US investment outlook
In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines – understanding how powerful structural shifts like AI disruption can reshape... 
Podcast: The case for dynamic duration management in credit portfolios
Is duration a friend or foe to fixed income investors? Podcast: Middle East update – market impacts and outlook
This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict... Podcast: Dividend strategy – avoiding traps and tapping income potential
How important are dividends as a component of overall equity returns? Which countries offer the best prospects? And how can investors seek to avoid dividend... 
Podcast: Greenland, Japanese bonds and a volatility playbook – Market Talk
Our regular update on the biggest themes shaping global markets. Recommended content for you
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