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 strategies

Good times
Fixed income

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?
Martin ReevesSophia Hunt
By  Martin Reeves, Sophia Hunt
07 Nov 2024
3 min read
AFI climate
ESG and long-term themes

Aligning financial performance and climate in active fixed income

Positive climate impacts and financial returns are not incompatible. This is how LGIM’s AFI team factors climate change into our portfolios.
Marc Rovers
By  Marc Rovers
04 Nov 2024
3 min read
World breath
Fixed income

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.
Colin Reedie
By  Colin Reedie
21 Oct 2024
2 min read
climate teaser
ESG and long-term themes

Climate change: Inaction is not an option

Climate change: Inaction is not an option. Seeking to deliver an active approach to engagement and investing.
Nick StansburyRobert White
By  Nick Stansbury, Robert White
23 Sept 2024
AT1 Europe
Fixed income

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.
Dan LustigJason Tan
By  Dan Lustig, Jason Tan
17 Sept 2024
4 min read
wave volatility
Fixed income

Webinar: Active fixed income – riding a wave of volatility

How our investors seek opportunities in turbulent times.
Colin ReedieMatthew ReesLGIM team
By  Colin Reedie, Matthew Rees, LGIM team
12 Sept 2024
1 min read
credit upgrade
Fixed income

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.
Madeleine King
By  Madeleine King
19 Aug 2024
2 min read
about yield
Fixed income

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...
Raza AghaViraj Nadgir
By  Raza Agha, Viraj Nadgir
12 Aug 2024
4 min read
Thames Water
ESG and long-term themes

Thames Water: a sensible outcome can help get UK infra investment flowing

The fate of the utility could have implications across the UK water sector.
Jonathan Constable
By  Jonathan Constable
31 Jul 2024
3 min read
london-skyline.jpg
Investment strategy

Is London losing its lustre as a listing location?

UK assets have increasingly fallen out of favour with global investors and corporates alike. However, there are measures underway to change this, and attractive valuations...
Camilla AylingPatrick Greene
By  Camilla Ayling, Patrick Greene
26 Jul 2024
3 min read

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