Active fixed income

Russia, Nord Stream 1 and the bond market
Markets and economics

Russia, Nord Stream 1 and the bond market

What would it mean for European credit if Russia turns off the taps?

By Corinne Lewis-ReynierAngela Shi

29 Jul 2022

4 min read

Grounded or ready for take-off? Prospects for leisure and travel as the cost of living soars
Markets and economics

Grounded or ready for take-off? Prospects for leisure and travel as the cost of living soars

In this second blog of our series on the cost of living crisis, LGIM's Consumer Global Research a...
By Ilana ElbimMatt Soffair
19 Jul 2022
5 min read
Cost of living crisis: what it means for essential spending
Markets and economics

Cost of living crisis: what it means for essential spending

As consumers feel the pinch amid the highest rates of inflation for decades, LGIM's Consumer Glob...
By Ilana ElbimKenneth Michalec
11 Jul 2022
4 min read
Italian debt: could risk premiums be returning to peripheral bonds?
Markets and economics

Italian debt: could risk premiums be returning to peripheral bonds?

During a testing period for non-core European credit, we explore if now heralds the return of...
By Corinne Lewis-ReynierMarc RoversSimon Bell
23 Jun 2022
4 min read
Is income returning to fixed income?
Fixed income

Is income returning to fixed income?

2022 to date has been the worst ever total return period for credit investors as yields have rise...

By Mark BensteadCorinne Lewis-Reynier

13 Jun 2022

3 min read

Capital allocation in Housing Associations
ESG and long term themes

Capital allocation in Housing Associations

As well as their core objective of providing affordable housing, Housing Associations (HAs) must...
By Alex MossSteven Bolton
06 Jun 2022
4 min read
The case for Euro credit in three charts
Fixed income

The case for Euro credit in three charts

2022 has been a turbulent year for credit markets. Have spreads now widened to the point where...
By Corinne Lewis-ReynierMarc Rovers
30 May 2022
4 min read
Widening spreads and Italian debt: will the ECB act?
Fixed income

Widening spreads and Italian debt: will the ECB act?

The inflationary impact of the war in Ukraine has added to pressures on managing Italian debt. He...
By Simon BellAmélie Chowna
27 May 2022
5 min read