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.

Fixed income

Fixed income

After the biggest gilt remit ever…the second biggest gilt remit

The eagerly anticipated budget gave the market an update on the government’s economic forecasts and its likely borrowing requirements over the next five years.  
By Mitul Patel

Fixed income

When bonds go bad…and what to do about it (part 1: credit)

In the first of a new series of blogs on the challenges and opportunities in fixed income today, I take a look at credit markets.  ;
By Ben Bennett

Fixed income

Where did all the yield go?

High-yield bonds can still have a role to play in investors’ search for income.  ;
By Martin Reeves

Fixed income

An early black swan for black gold?

What recent shifts in the energy sector may mean for credit investors.  ;
By Court Gilbert

Fixed income

PEPP Talk

While the short-term benefits of the pandemic emergency purchase programme (PEPP) are obvious, we question its longer-term implications.  ;
By Firat Bayraktar

Fixed income

EMD 2021 outlook: nine tailwinds for emerging market bonds

We believe at least nine factors underpin a positive outlook for emerging market debt in 2021.  ;
By Uday Patnaik

Fixed income

Bye, Don to Biden: the US credit outlook

As the dust settles on the US election, we look at the shifting US credit landscape for buy and maintain investors.  ;
By Connor Tuttle

Fixed income

Global high yield: more of the same

Why we still think the rebound in high-yield markets has further to go.  
By Martin Reeves

Fixed income

Is consolidation in the European bank sector inevitable?

The performance of many banks in Europe suggests they are destroying economic value. There may simply be too many of them.  
By Dan Lustig

Fixed income

Investment-grade credit: not out of the woods yet

Although we expect the second half of 2020 to be much calmer than the first, these remain challenging market conditions for credit investors.  ;
By Madeleine King

Fixed income

Emerging market credit: analysis and outlook

The impact of recent market movements on emerging market credit.;
By Uday Patnaik

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

Who wants credit after the rally?

The rally in US corporate bonds presents an interesting trade for investors wary of elevated valuations in risk assets.  ;
By Tim Armitage

Fixed income

Credit update: NIP and tuck

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

Fixed income

Neunundneunzig red flags: how we avoided Wirecard

Avoiding defaults is essential for credit managers; a commitment to risk management helped us do just that in the case of Wirecard.  ;
By Madeleine King

Fixed income

The Bank of England and the gilt market: more is less, more or less

We believe investors will have to pay much more attention to fiscal policy risks in the future.  ;
By Christopher Jeffery

Sign up for email alerts

Latest articles in a weekly digest

Please select your location

Europe

North America

Asia

Please select your investor type

Please select your investor type