Active fixed income

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

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
Look for the signs
Fixed income

Look for the signs

A significant increase in debt issuance, and therefore the growth of a particular sector, can oft...
By Marc RoversConnor Olvany
20 Feb 2024
3 min read
Podcast: Fixed income in focus
Fixed income

Podcast: Fixed income in focus

In the first of our new series of active fixed income podcasts on LGIM Talks, we chat to Mat Rees...
By LGIMActive Fixed Income
16 Feb 2024
1 min read
When could the ECB start cutting rates?
Markets and economics

When could the ECB start cutting rates?

Price pressures in Europe are easing, and the mood music suggests a policy shift is on the way.

By Simon BellAsset Allocation

12 Feb 2024

3 min read

Inflation – out of the woods yet?
Colin Reedie
Markets and economics

Inflation – out of the woods yet?

Having fleetingly believed that inflation was yesterday's problem, should fixed-income investors ...
By Colin Reedie
08 Feb 2024
3 min read
Do Bitcoin ETFs herald a new era for cryptocurrencies?
Investment strategy

Do Bitcoin ETFs herald a new era for cryptocurrencies?

We see many use cases for blockchain, but we don't think cryptocurrencies will usurp fiat...
By Simon BellAsset Allocation
15 Jan 2024
3 min read
Emerging market debt: Time to shine?
Fixed income

Emerging market debt: Time to shine?

Given a resilient macroeconomic picture and supportive technicals, we believe the outlook for...
By Uday PatnaikRaza Agha
10 Jan 2024
3 min read