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.
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’. 
The world holds its breath
Global central banks have begun cutting rates – but the chief market determinant is sure to be (another) generationally consequential US election. 
Interest piqued?
The industry has seen large inflows into money market funds since central banks began increasing policy rates in 2022. What could a shift to an... 
Australia is considering phasing out AT1 bonds. Will Europe do the same?
The previously obscure asset class came under the spotlight during last year's banking crises. Regulators are now asking if they are fit for purpose. 
Webinar: Active fixed income – riding a wave of volatility
How our investors seek opportunities in turbulent times. 
Research and Active Engagement: Credit upgrades dominate
Assuming the soft-landing narrative continues, we are likely to see credit upgrades outweigh downgrades over the next one to two years. 
Emerging market debt: All about the yield
Challenges for the asset class, in the form of unexpected election outcomes and volatility in US rates, have given way to relative calm in the... 
Global high yield… don’t worry, be happy
Investors might prefer to focus on the yields on offer in the asset class, rather than worry about what, we believe, is the misplaced fear... 
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. 
European banking credit: financially sound?
We review the European credit universe and ask why is it that financial credit spreads are so tight relative to non-financials? 
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