Active fixed income

Peripherals versus the core: the pendulum swings
Fixed income

Peripherals versus the core: the pendulum swings

European bond investors are witnessing weaker bund yields and tighter peripheral credit spreads o...

By Simon BellAsset Allocation

27 Mar 2024

4 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
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

Diversification: The name of the game
Matthew Rees
Investment strategy

Diversification: The name of the game

Has the positive correlation between bonds and equities over the last two years further...
By Matthew Rees
13 Feb 2024
2 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