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.
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Bonds

Investment strategy

When bonds go bad...and what to do about it (part 4: asset allocation)

In the fourth and final part of our series of blogs on the implications of today’s low interest-rate environment, I consider the options available to asset allocators to tackle the dual challenges of replacing both the risk-mitigation quality of bonds and their historical returns.  
By Christopher Teschmacher

ESG and long-term themes

A cautionary “green” tale…

How should we approach green bonds?  ;
By Colin Reedie

Equities

When bonds go bad…and what to do about it (part 3: equities)

In the third instalment of our new series of blogs on the challenges and opportunities in fixed income today, I consider the implications of rising bond yields for equities.  ;
By Lars Kreckel

Investment strategy

When bonds go bad…and what to do about it (part 2: investor behaviour)

A sinking feeling – how different investors respond to low rates  ;
By John Southall

ESG and long-term themes

Green gilts: a balancing act

An update on our engagement activities and latest views on green gilts  ;
By Anne-Marie Morris (née Cunnold)

Investment strategy

The bell tolls for bunds: backing out of high-quality bonds

As high-quality government bond yields continue to wilt, we look at the potential implications for investors’ approaches to risk mitigation.  ;
By John Roe

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

Credit update: NIP and tuck

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

Investment strategy

Seeing the good in news

I discuss the market reaction to mixed newsflow in this Bloomberg interview.  ;
By John Roe

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

Equities

Giving the unlovables a chance

Amid so much uncertainty, crowded positions can be particularly risky. I explain why we are therefore giving unlovable ideas a chance in this discussion on Bloomberg.  ;
By John Roe

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

Economics

Emerging-market unrest: portfolio implications

The recent protests witnessed in many emerging markets may not pose a risk to the global economy, but as investors we should try to understand their likely impact on the local economies.;
By Lars Kreckel

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