Active fixed income (151)

Podcast: In conversation with Colin Reedie
Markets and economics

Podcast: In conversation with Colin Reedie

LGIM's Head of Active Strategies Colin Reedie sits down with LGIM Talks to discuss his career, hi...

By LGIM

20 Jan 2023

0 min read

Emerging market debt: A reversal of fortune?
Investment strategy

Emerging market debt: A reversal of fortune?

2022 was a gruelling year for many asset classes. Could this year hold better prospects for...
By Raza AghaUday Patnaik
04 Jan 2023
5 min read
Why we believe default rates will be lower this cycle
Carl Sells
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
Podcast: Have hawks just halted the rally in equities?
Ben Bennett
Markets and economics

Podcast: Have hawks just halted the rally in equities?

With investors now mulling over the consequences of the Jackson Hole symposium of central bankers...
By Ben Bennett
01 Sep 2022
1 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

A bear market rally? Or not?
Ben Bennett
Markets and economics

A bear market rally? Or not?

What's behind the rally in equities, bonds and credit? That was the hot topic of our weekly...
By Ben Bennett
12 Aug 2022
2 min read
We’ve got the (pricing) power
Lushan Sun
Investment strategy

We’ve got the (pricing) power

Our analysis shows that sectors with weaker pricing power tend to experience higher default rates...
By Lushan Sun
11 Aug 2022
2 min read
Gilt yields: Are we there yet?
Giles Robinson
Markets and economics

Gilt yields: Are we there yet?

Multi-year highs in gilt yields may provide opportunities for DB schemes to increase their...
By Giles Robinson
03 Aug 2022
4 min read