Active fixed income (191)

What a Labour win could mean for gilts
Markets and economics

What a Labour win could mean for gilts

Investors are weighing the implications for government borrowing following the UK election expect...

By Alex MackGuy Whitby-SmithAsset Allocation

22 May 2024

3 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
European credit – no stopping the flow
Fixed income

European credit – no stopping the flow

Strong flows into European corporate bonds have, so far, made up for the lack of buying by the...
By Connor OlvanyMarc Rovers
01 May 2024
3 min read
A new regime for rates?
Colin Reedie
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
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

Moving on up: is another ‘goldilocks’ year in store for high yield?
Fixed income

Moving on up: is another ‘goldilocks’ year in store for high yield?

Many investors thought 2023 would be a year of defaults and credit pressure. As it turns out, las...
By Martin ReevesSophia Hunt
18 Mar 2024
2 min read
Securitised products explained
Investment strategy

Securitised products explained

With roots dating back to the 1970s, securitised products have evolved to such an extent that the...
By Alec DuchatellierPriya Joshi
01 Mar 2024
3 min read
Exploring the role of duration management in credit portfolios
Corinne Lewis-Reynier
Investment strategy

Exploring the role of duration management in credit portfolios

The volatility induced by the COVID-19 pandemic has thrown up potential opportunities for active...
By Corinne Lewis-Reynier
23 Feb 2024
4 min read