Looking down on a line of rowing boats

Markteinblicke

White House

US credit: The case for American exceptionalism

Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class.

Birds flying across an orange sky

Q4 Active Insights: Higher … and for how much longer?

For how long can the developed economy withstand the pain of higher interest rates? And how will that impact the fixed income arena?

People on top of a mountain peak

Q3 2023 Active Insights: Walking the line

Every quarter, LGIM’s Active Strategies team collects its latest thought leadership to address the key questions facing investors today.

Looking across a bridge to a city

Private credit outlook: all about the yield

While a recessionary backdrop may mean private credit investors stay cautious in the short term, we believe there are grounds for optimism in 2023, not least higher starting yields.

Tower in the middle of a lake

Q4 outlook: Back to the Future?

After a challenging year, is it all doom and gloom? The end of 2022 presents a forbidding picture to investors and policymakers alike. How much of what we are seeing is new, and what continuities are there that could create opportunities?

Forest reflecting in a lake

Q2 outlook: The quest for resilience in a fragile world

Russia's invasion of Ukraine, and central bank back-peddling in the face of surging inflation, create significant uncertainties for investors. But that does not mean the market outlook must be gloomy?

City of London skyline

Private credit 2022 market outlook

While consensus forecasts suggest further economic recovery in 2022, we remain prepared for bumps in the road.

Lewis Pugh CIO Outlook

CIO autumn update

We are focusing this autumn update on what the climate crisis means for our clients.

Long Bridge

Global High Yield | Asset class for all seasons

In this article, we look at the high Sharpe ratios, improvement in quality and low duration of global high yield corporate bonds and explain why we believe that this asset class could be a valuable addition to a DB pension scheme portfolio.

Close-up of butterfly wing

Fixed Income Update Q2 2021

In fixed income markets, it’s usually when things begin to ‘feel’ better that you run into maximum optimism. But wouldn’t it be ironic if the long-awaited reopening of economies and societies turned out to be a difficult period for markets?