Active fixed income

Why we believe default rates will be lower this cycle
Markets and economics

Why we believe default rates will be lower this cycle

In the Global Financial Crisis the default rate neared 10%. There are two good reasons why we don...

By Carl Sells

24 Nov 2022

3 min read

Euro investment grade credit: balancing the bear and bull cases
Marc Rovers
Investment strategy

Euro investment grade credit: balancing the bear and bull cases

Marc Rovers takes a panoramic view of the challenges facing European credit markets – and the...
By Marc Rovers
21 Oct 2022
4 min read
Call on me... emerging market bank capital and calling CoCos
John S. Gray, CA CFA
Markets and economics

Call on me... emerging market bank capital and calling CoCos

A rise in market volatility has left emerging market banks having to decide how much their...
By John S. Gray, CA CFA
29 Sep 2022
3 min read
Fiscal largesse and UK market volatility: implications for investors
Markets and economics

Fiscal largesse and UK market volatility: implications for investors

Against a background of turbulence in UK markets, we look at the outlook for monetary policy,...
By Hetal MehtaMark BensteadChristopher Teschmacher
27 Sep 2022
4 min read
Rate hikes, fuel spikes and EM sovereign HY
Investment strategy

Rate hikes, fuel spikes and EM sovereign HY

Historically, global food and fuel price squeezes have been bad news for high-yielding sovereigns...

By Raza AghaViraj Nadgir

15 Aug 2022

3 min read

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
Active Strategies Q3 Outlook: all change, please
Colin Reedie
Markets and economics

Active Strategies Q3 Outlook: all change, please

If the market regime is changing, it may be time to pick your battles.
By Colin Reedie
21 Jul 2022
2 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