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.

Fixed income

Fixed income

What’s in a name? There’s more than the pound in sterling credit

A rose by any other name may smell as sweet, but in the investment-grade world, UK credit and GBP credit are not the same thing.  
By Corinne Lewis-Reynier

Fixed income

EMD expansion: from BRICs to Philippines, Ukraine, Kazakhstan & Egypt

We believe the Philippines, Ukraine, Kazakhstan and Egypt are heading towards inclusion in major local-currency emerging-market bond indices. Just don’t give them an acronym!  ;
By Malcolm McCabe

Fixed income

Indian government bonds: completing the BRIC wall in local EMD

We believe India is soon likely to be included in broad local-currency emerging-market bond indices. We analyse the implications for EMD index investors.  ;
By Malcolm McCabe

Fixed income

Real-estate corporate bonds: follow the flow

What should investors make of the boom in property companies issuing bonds?  ;
By Marc Rovers

Fixed income

Evergrande and China’s property sector: an EMD manager’s perspective

With Evergrande continuing to dominate the financial headlines, we take a look at the situation and broader implications for emerging-market bond investors.  ;
By Uday Patnaik

Fixed income

Vogue: move to the (inflation and rates) music

We believe we need to be humble about our ability to forecast inflation, to understand the structure of the inflation debate, and to position portfolios accordingly.  ;
By Alex Mack

Fixed income

Will the DMO (ever) issue a new 50-year index-linked gilt?

We discuss recent issuance and price movements, and look at what the future might hold for 50-year index-linked gilts.  ;
By Chi-Kit Pang

Fixed income

Weighting game: China and bond benchmarks

We analyse the prospects of, and implications of, China’s corporate bonds entering global fixed-income indices.  
By Ryan Clatworthy

Fixed income

Red, amber, green: where next for green gilts?

We take a look at the recently released UK Government Green Financing Framework  
By Jonathan Lawrence

Fixed income

You repo what you sow…

We examine recent price changes in repo markets and how long they are likely to last.  ;
By Nelly Terekhova

Fixed income

A tinker, not a taper

Have US interest rates been rising or falling recently?  ;
By Christopher Jeffery

Fixed income

High yield: a safe harbour in a brewing inflation storm?

We explore the relationship between inflation and high-yield bonds.  ;
By Sophia Hunt

Fixed income

Banking on sustainability-linked bonds

Could banks be the next major issuer?  ;
By Jonathan Lawrence

Fixed income

What’s £50 billion between friends?

An update on recent UK market events and what they mean for investors  ;
By Robert Pace

Fixed income

Gilt market outlook: all that glitters?

We reappraise gilt markets following the substantial yield increases in early 2021, and look at the risks and opportunities that lie ahead.  ;
By Mitul Patel

Fixed income

Credit spreads: the big squeeze

We question whether credit spreads reflect current levels of corporate leverage.  ;
By Amélie Chowna

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