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

US credit: The case for American exceptionalism
Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class. 
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? 
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. 
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? 
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. 
Active Fixed Income outlook: Time to challenge consensus?
Will the market in 2025 be defined by Trump or technicals? 
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... 
Unfollowing the crowd
How our rates investors seek to avoid the pitfalls of prediction in actively managed government bonds 
Time to dash from cash?
If we have passed ‘peak rates’, could fixed income funds be in place to benefit? 
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. Recommended content for you
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