Credit (50)

Podcast: Banks, bondholders and the macro outlook
Markets and economics

Podcast: Banks, bondholders and the macro outlook

We provide a summary of our second live webinar on the latest developments in the banking sector,...

By LGIM

21 Mar 2023

1 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
Why did markets rally, and can it be sustained?
Markets and economics

Why did markets rally, and can it be sustained?

Last week's small inflation miss led to a big market reaction, reflecting hopes that we're near t...
By Christopher JefferyLars Kreckel
15 Nov 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
We’ve got the (pricing) power
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

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
Real estate debt: a useful complement to direct property investment?
Investment strategy

Real estate debt: a useful complement to direct property investment?

With higher interest rates and slower economic growth potentially weighing on real estate equity...
By Lushan SunPatrick Sweeney
08 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