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.

Corporate debt

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
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
Private Credit Outlook
Real assets

Sector focus: Continuing our 2025 private credit outlook

In the first part of our 2025 private credit outlook, we offered a broad overview of the prospects for the asset class over the next...
Lushan Sun
By  Lushan Sun
16 Jan 2025
3 min read
tall building short building
Markets and economics

High interest rates and low defaults? A 2025 private credit outlook

In our first instalment of our 2025 outlook, we outline why we believe private credit is well-positioned for 2025, supported by still-elevated interest rates, positive...
Lushan Sun
By  Lushan Sun
09 Jan 2025
4 min read
Time credit
Investment strategy

Time to increase your allocation to credit?

Recently, many DB schemes have expressed a strategic desire to increase corporate bond exposure but are questioning when and how given the current tight credit...
Anne-Marie Morris (née Cunnold)
By  Anne-Marie Morris (née Cunnold)
27 Nov 2024
2 min read
Corporate hybrid
Investment strategy

Hybrid theory

What the new rating methodology for hybrid bonds means for investors
Jonathan Constable
By  Jonathan Constable
11 Nov 2024
3 min read
Europe cautious
Fixed income

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’.
Marc RoversLan Wu
By  Marc Rovers, Lan Wu
28 Oct 2024
3 min read
Debt test
Markets and economics

Pluralsight – a big test for private credit

A recent loan restructuring has attracted a significant amount of attention.
Lushan Sun
By  Lushan Sun
19 Sept 2024
3 min read
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
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

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