Active fixed income

European banking credit: financially sound?
Fixed income

European banking credit: financially sound?

We review the European credit universe and ask why is it that financial credit spreads are so tig...

By Marc RoversLan Wu

06 Jun 2024

3 min read

India’s time to shine
Investment strategy

India’s time to shine

As the world's biggest democracy goes to the polls, we examine the political powerhouse that is t...
By Uday PatnaikAanand VenkatramananLee Collins
16 May 2024
4 min read
Emerging market debt – a fair wind
Fixed income

Emerging market debt – a fair wind

We believe emerging market (EM) credit returns this year will be led by both carry and a rally in...
By Raza AghaViraj Nadgir
14 May 2024
3 min read
Global high yield – ain’t no mountain (or wall) high enough
Fixed income

Global high yield – ain’t no mountain (or wall) high enough

We believe the current environment remains favourable for high yield bonds. Worries over upcoming...
By John RyanSophia Hunt
07 May 2024
3 min read
A new regime for rates?
Fixed income

A new regime for rates?

If US economic activity continues to be this strong, officials at the Federal Reserve (Fed) might...

By Colin Reedie

23 Apr 2024

3 min read

Geopolitical risk and the global market outlook
Markets and economics

Geopolitical risk and the global market outlook

As the Middle East conflict enters a worrying new phase, we assess what the uptick in geopolitica...
By Sonja LaudColin ReedieTim Drayson
19 Apr 2024
3 min read
Peripherals versus the core: the pendulum swings
Fixed income

Peripherals versus the core: the pendulum swings

European bond investors are witnessing weaker bund yields and tighter peripheral credit spreads o...
By Simon BellAsset Allocation
27 Mar 2024
4 min read
Podcast: Fixed income in focus: emerging market debt
Fixed income

Podcast: Fixed income in focus: emerging market debt

In light of a solid macroeconomic backdrop for emerging markets (EM), and a benign currency...
By LGIMActive Fixed Income
25 Mar 2024
1 min read