Active fixed income

Exploring the role of duration management in credit portfolios
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
Do Bitcoin ETFs herald a new era for cryptocurrencies?
Investment strategy

Do Bitcoin ETFs herald a new era for cryptocurrencies?

We see many use cases for blockchain, but we don't think cryptocurrencies will usurp fiat...

By Simon BellAsset Allocation

15 Jan 2024

3 min read

Emerging market debt: Time to shine?
Fixed income

Emerging market debt: Time to shine?

Given a resilient macroeconomic picture and supportive technicals, we believe the outlook for...
By Uday PatnaikRaza Agha
10 Jan 2024
3 min read
Podcast: Active Fixed Income outlook: 2024
Fixed income

Podcast: Active Fixed Income outlook: 2024

For the fixed income investor, Santa Claus really has been generous with his year-end rally, help...
By LGIMActive Fixed Income
18 Dec 2023
1 min read
What history tells us about high yield
Sophia Hunt
Fixed income

What history tells us about high yield

After a year of improving sentiment towards credit, when will high yield come in from the cold?
By Sophia Hunt
14 Dec 2023
3 min read