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.
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Credit

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

The (w)ides of March

We answer your questions on credit markets  ;
By Mark Benstead

Fixed income

Credit before credit is due: the role of rolldown in returns

The return investors expect for accepting credit risk is often thought of as the credit spread, minus the cost of downgrades and defaults. But that neglects the significant benefits that can come from credit spreads tightening as bonds get closer to maturity, also called credit rolldown.;
By John Roe

Fixed income

Are wider credit spreads the canary in the coalmine?

How reliable an indicator of a coming recession is the widening of credit spreads?;
By Jonathan Joiner

Fixed income

Credit bear market

Could today’s credit bear market be a signal of equity market wobbles to come?;
By Ben Bennett

Fixed income

Overrated? Why ratings agencies could be a contrarian indicator

How does emerging market debt typically perform after being downgraded from investment grade? Does forced selling lead to underperformance or is it all in the price by then?;
By Erik Lueth

Investment strategy

Waiting for the ‘fat pitch’

A great advantage in managing money is having the ability to wait: avoiding a situation where you have to invest. This means you can pass on an investment idea simply because it doesn’t look interesting enough and wait for truly great opportunities. American baseball fans call this “waiting for the fat pitch”.;
By Emiel van den Heiligenberg

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