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
Time to dash from cash?
If we have passed ‘peak rates’, could fixed income funds be in place to benefit? 
Chart of the month: Geography lessons
How do French government bond spreads stack up compared to the fundamentals? 
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... 
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? 
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. 
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