Active fixed income

Back to the old school: high yield corporates not a stranger to high yields
Investment strategy

Back to the old school: high yield corporates not a stranger to high yields

Historically, high yield corporates have successfully navigated relatively high financing costs,...

By Sophia Hunt

21 Apr 2022

2 min read

The state of the consumer (part 5): the emergence of digital fashion
India Heywood
Markets and economics

The state of the consumer (part 5): the emergence of digital fashion

The final instalment of our deep dive into consumer trends examines how virtual worlds are creati...
By India Heywood
19 Apr 2022
3 min read
Time in the market or timing the market?
Investment strategy

Time in the market or timing the market?

Our analysis of sterling investment grade credit data suggests 'good enough' timing may be all...
By Ian HutchinsonAngela Shi
06 Apr 2022
4 min read
Double whammy: European power and carbon prices
Lan Wu
Commodities

Double whammy: European power and carbon prices

Soaring power and carbon prices are affecting European corporates, with significant implications...
By Lan Wu
31 Mar 2022
3 min read
The state of the consumer (part 2): sustainability and consumer choice
ESG and long term themes

The state of the consumer (part 2): sustainability and consumer choice

The second instalment of our deep dive on the consumer focuses on consumer preferences.

By Camilla AylingKenneth Michalec

14 Mar 2022

3 min read

How has emerging-market credit fared during the Russia/Ukraine crisis?
Fixed income

How has emerging-market credit fared during the Russia/Ukraine crisis?

Emerging-market (EM) credit has been hit hard by the Russia/Ukraine situation . Both EM sovereign...
By Uday PatnaikRaza Agha
11 Mar 2022
3 min read
The state of the consumer (part 1): online retail & reopening dynamics
ESG and long term themes

The state of the consumer (part 1): online retail & reopening dynamics

As consumers, companies and economies adjust to life post-pandemic, LGIM's Consumer Global Resear...
By Camilla AylingJarrett Brotzman
10 Mar 2022
3 min read
Ukraine conflict: assessing the sanctions
Investment strategy

Ukraine conflict: assessing the sanctions

The West has imposed a barrage of sanctions on Russia, from hampering its central bank to cutting...
By Erik LuethMadeleine King
04 Mar 2022
4 min read