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.

Emerging Market Debt (Local)

Chill T
Investment strategy

An end to T-bill and chill?

For more than two years, high interest rates have offered healthy cash returns to investors without the volatility, but with central banks starting to cut...
Matthew ReesTom FarringtonJoshua Goodey
By  Matthew Rees, Tom Farrington, Joshua Goodey
25 Sept 2024
3 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
India Bridge
Investment strategy

India: The emerging market outlier

Underlying economic factors make India an emerging market like no other.
Lee CollinsAanand Venkatramanan
By  Lee Collins, Aanand Venkatramanan
09 Aug 2024
3 min read
India Bond
Investment strategy

India in focus: countdown to index inclusion

In the wake of the general election result and with index addition just one week away, we examine recent patterns in flows, and the practical...
Erik Bartolucci
By  Erik Bartolucci
20 Jun 2024
3 min read
Pod Market
Markets and economics

Podcast: Indian elections, Chinese bonds and US payrolls – Market Talk

Where next for investors in light of the Indian election result?
LGIM team
By  LGIM team
06 Jun 2024
1 min read
India shine
Investment strategy

India’s time to shine

As the world’s biggest democracy goes to the polls, we examine the political powerhouse that is the BJP and consider how index inclusion could energise...
Uday PatnaikAanand VenkatramananLee Collins
By  Uday Patnaik, Aanand Venkatramanan, Lee Collins
16 May 2024
4 min read
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 high yield credit spreads.
Raza AghaViraj Nadgir
By  Raza Agha, Viraj Nadgir
14 May 2024
3 min read
Pod Market
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 outlook, why is investor positioning for emerging market debt still...
LGIM teamActive Fixed Income team
By  LGIM team, Active Fixed Income team
25 Mar 2024
1 min read
name game
Investment strategy

Diversification: The name of the game

Has the positive correlation between bonds and equities over the last two years further strengthened the call for portfolio diversification?
Matthew Rees
By  Matthew Rees
13 Feb 2024
2 min read
Shine EMD
Fixed income

Emerging market debt: Time to shine?

Given a resilient macroeconomic picture and supportive technicals, we believe the outlook for emerging market debt (EMD) is positive.
Uday PatnaikRaza Agha
By  Uday Patnaik, Raza Agha
10 Jan 2024
3 min read

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