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.
Sovereign debt
Podcast: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
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: 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... 
European credit: upping the quality
Against a backdrop of politically induced volatility in European credit markets and rich valuations, we continue to trade up to higher quality issuers. 
Are French public finances manageable?
The French election has captured the attention of global financial markets. The drama of an election campaign is always fascinating, especially when the political parties... 
What would a far-right or left-wing government in France mean for OAT spreads?
Higher spending plans would likely have an impact on French government bond spreads at a time when the country’s deficit is already under scrutiny. 
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... 
Peripherals versus the core: the pendulum swings
European bond investors are witnessing weaker bund yields and tighter peripheral credit spreads on account of the current goldilocks environment. But how long will it... 
What next? Skirting risks, harvesting yields
As inflation and growth dynamics vie with political risk for investor attention next year, we anticipate fresh volatility - and opportunity - in this higher-rate... 
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