Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Active fixed income

yield rises
Markets and economics

What’s been happening in government bond markets?

Following on from our UK-focused LDI chart update on Friday, we take a broader look at the recent yield rises across government bond markets, including...
Fiona WuAsset Allocation teamActive Fixed Income team
By  Fiona Wu, Asset Allocation team, Active Fixed Income team
13 Jan 2025
4 min read
unfollow crowd
Investment strategy

Unfollowing the crowd

How our rates investors seek to avoid the pitfalls of prediction in actively managed government bonds
Amélie ChownaChristopher JefferyAlex Mack
By  Amélie Chowna, Christopher Jeffery, Alex Mack
08 Jan 2025
1 min read
cash dash
Fixed income

Time to dash from cash?

If we have passed ‘peak rates’, could fixed income funds be in place to benefit?
Colin ReedieJason Shoup
By  Colin Reedie, Jason Shoup
17 Dec 2024
3 min read
elephant in the room
Fixed income

The elephant in the room

Major governments have been on debt-fuelled spending sprees – but there’s no such thing as a free lunch. What consequences could the glut of government...
Marc Rovers
By  Marc Rovers
27 Nov 2024
4 min read
Street-scene above
Investment strategy

Niche no more

Is investment grade corporate emerging market debt an asset class whose time has come?
Matthew RodgerSanchay Singla
By  Matthew Rodger, Sanchay Singla
19 Nov 2024
2 min read
Corporate hybrid
Investment strategy

Hybrid theory

What the new rating methodology for hybrid bonds means for investors
Jonathan Constable
By  Jonathan Constable
11 Nov 2024
3 min read
Good times
Fixed income

Global high yield: Will the good times last?

Falling fears of recession and rate cuts have made for a good period for high yield – but will they continue?
Martin ReevesSophia Hunt
By  Martin Reeves, Sophia Hunt
07 Nov 2024
3 min read
usa-flag.jpg
Markets and economics

US election: impact on markets and our positioning

As Trump claims victory, we summarise the market reaction, consider possible medium-term scenarios and outline our current positioning.
Matthew ReesChristopher Teschmacher
By  Matthew Rees, Christopher Teschmacher
06 Nov 2024
3 min read
AFI climate
ESG and long-term themes

Aligning financial performance and climate in active fixed income

Positive climate impacts and financial returns are not incompatible. This is how LGIM’s AFI team factors climate change into our portfolios.
Marc Rovers
By  Marc Rovers
04 Nov 2024
3 min read
Europe cautious
Fixed income

European credit: Staying cautious

After market jitters in late summer, we are positioning cautiously in the absence of hard data indicating central banks have achieved a ‘soft landing’.
Marc RoversLan Wu
By  Marc Rovers, Lan Wu
28 Oct 2024
3 min read

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