Active fixed income

Trouble ahead – or opportunity? Quantifying the emerging market default cycle
Markets and economics

Trouble ahead – or opportunity? Quantifying the emerging market default cycle

Tough times usually mean more defaults. What will be the impact for emerging market investors?

By Sanchay SinglaShailesh Prasad

18 Aug 2022

4 min read

Russia, Nord Stream 1 and the bond market
Corinne Lewis-Reynier
Markets and economics

Russia, Nord Stream 1 and the bond market

What would it mean for European credit if Russia turns off the taps?
By Corinne Lewis-Reynier
29 Jul 2022
4 min read
Active Strategies Q3 Outlook: all change, please
Colin Reedie
Markets and economics

Active Strategies Q3 Outlook: all change, please

If the market regime is changing, it may be time to pick your battles.
By Colin Reedie
21 Jul 2022
2 min read
Grounded or ready for take-off? Prospects for leisure and travel as the cost of living soars
Markets and economics

Grounded or ready for take-off? Prospects for leisure and travel as the cost of living soars

In this second blog of our series on the cost of living crisis, LGIM's Consumer Global Research a...
By Ilana ElbimMatt Soffair
19 Jul 2022
5 min read
Italian debt: could risk premiums be returning to peripheral bonds?
Markets and economics

Italian debt: could risk premiums be returning to peripheral bonds?

During a testing period for non-core European credit, we explore if now heralds the return of...

By Corinne Lewis-ReynierMarc RoversSimon Bell

23 Jun 2022

4 min read

How is the market reacting to global rate hikes?
Markets and economics

How is the market reacting to global rate hikes?

Recent action by key central banks has come in more hawkish than anticipated. What does this mean...
By Christopher JefferyAlex MackBen Bennett
17 Jun 2022
4 min read
Is income returning to fixed income?
Fixed income

Is income returning to fixed income?

2022 to date has been the worst ever total return period for credit investors as yields have rise...
By Mark BensteadCorinne Lewis-Reynier
13 Jun 2022
3 min read
Capital allocation in Housing Associations
ESG and long-term themes

Capital allocation in Housing Associations

As well as their core objective of providing affordable housing, Housing Associations (HAs) must...
By Alex MossSteven Bolton
06 Jun 2022
4 min read