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

Investment-grade credit: not out of the woods yet

Although we expect the second half of 2020 to be much calmer than the first, these remain challenging market conditions for credit investors.  
By Madeleine King

Fixed income

Emerging market credit: analysis and outlook

The impact of recent market movements on emerging market credit.;
By Uday Patnaik

Fixed income

Fixed income outlook: taking stock

An update of our views and our insights into global fixed income markets. ;
By Colin Reedie

Fixed income

Who wants credit after the rally?

The rally in US corporate bonds presents an interesting trade for investors wary of elevated valuations in risk assets.  ;
By Tim Armitage

Fixed income

Credit update: NIP and tuck

A closer look at new issue premiums during recent credit market volatility.;
By Corinne Lewis-Reynier

Fixed income

Neunundneunzig red flags: how we avoided Wirecard

Avoiding defaults is essential for credit managers; a commitment to risk management helped us do just that in the case of Wirecard.  ;
By Madeleine King

Fixed income

The Bank of England and the gilt market: more is less, more or less

We believe investors will have to pay much more attention to fiscal policy risks in the future.  ;
By Christopher Jeffery

Fixed income

The Fed’s pivot

I discuss the implications of the Federal Reserve’s stance on interest rates with CNBC.  
By Christopher Jeffery

Fixed income

Fixed income’s balancing act

Bond investors must weigh the current market interventions by central banks alongside the longer-term outlook for the economy.  
By Colin Reedie

Fixed income

Free Fallin’: credit ratings following the COVID-19 crisis

Over $230 billion of bonds has been downgraded from investment grade to high yield so far this year, smashing the previous record for so-called fallen angels. We think this is just the tip of the iceberg.  ;
By Madeleine King

Fixed income

The (w)ides of March

We answer your questions on credit markets  ;
By Mark Benstead

Fixed income

Emerging-market debt during and after the crisis

What is the outlook for emerging-market debt amid the global economic shutdown?  ;
By Raza Agha

Fixed income

Angel delight

It’s raining bonds, investment-grade bonds. We are seeing an increasing number of bonds falling out of the investment-grade heavens and being ‘junked’ due to the bleak economic fallout from COVID-19.;
By Aimee Bowkett

Fixed income

Corona curves: what next for short-dated credit?

The COVID-19 virus and its impact on global financial markets have been nothing short of exceptional, much like the unprecedented measures governments and central banks around the world have implemented in response.  ;
By Amélie Chowna

Fixed income

Credit check: why we have turned positive amid the crisis

…and I thought we’d seen it all in 2008. We have updated our views on global credit to a more positive outlook in recognition of both the meaningful change in valuations this month and the significant policy response that has been delivered to combat the economic fallout from COVID-19. The speed and magnitude of the move has been breath-taking.;
By Colin Reedie

Fixed income

Central bank bulletin: what, why and where

Within less than 24 hours of each other, the European Central Bank (ECB) and the Bank of England (BoE) have announced they will inject similar amounts of cash into the economy –around 9% of their respective GDPs. Hetal Mehta, Senior European Economist, looks at what it means when central banks go “all in”.;
By Hetal Mehta

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