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

corp US
Fixed income

US credit: The case for American exceptionalism

Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class.
Dan DreherActive Fixed Income team
By  Dan Dreher, Active Fixed Income team
10 Feb 2025
1 min read
Water UK
ESG and long-term themes

Research and Active Engagement: Surveying the UK water sector

2024 was not a banner year for British water providers. Could a new package from the regulator allow the sector to move on?
Jonathan Constable
By  Jonathan Constable
03 Feb 2025
4 min read
strong EMD
Fixed income

Emerging market debt: Will strong fundamentals drive resilience?

Compared to the beginning of the last Trump administration, we think emerging markets are well positioned to overcome potential challenges.
Raza AghaViraj Nadgir
By  Raza Agha, Viraj Nadgir
29 Jan 2025
5 min read
Euro Twain
Fixed income

European credit: Embracing challenges as opportunities

Markets have priced in a lot of good news. Are they right to, or is a more cautious approach warranted?
Marc RoversLan Wu
By  Marc Rovers, Lan Wu
27 Jan 2025
3 min read
2025 HY
Fixed income

Global high yield: Will this be a Goldilocks year?

As the rate cutting cycle continues, we think investors will look for income which could support high yield.
John RyanSophia Hunt
By  John Ryan, Sophia Hunt
23 Jan 2025
3 min read
Trump arrives
Fixed income

Active Fixed Income outlook: Time to challenge consensus?

Will the market in 2025 be defined by Trump or technicals?
Colin ReedieMatthew Rees
By  Colin Reedie, Matthew Rees
21 Jan 2025
3 min read
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
Pod Market
Markets and economics

Podcast: US exceptionalism, political risk and non-consensus views

Listen to our expects discuss key themes from our 2025 global outlook, from how politics might sway markets next year to concentration risk within equities.
Asset Allocation teamLGIM team
By  Asset Allocation team, LGIM team
06 Dec 2024

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