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Markteinblicke

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Beyond the dollar: Why euro credit is becoming a global opportunity

A deeper, more global euro credit market is creating potential opportunities for investors seeking to diversify dollar-heavy portfolios. Capturing them, however, requires looking beyond headline spreads to sector composition, maturity and relative value.
2 min read
by Ian Hutchinson , Marc Rovers , Lan Wu & Radha Mathur
Crosscurrents water

Q4 2026 Asset Allocation outlook: Navigating crosscurrents

Markets are being pulled between two powerful forces: the promise of an AI-driven productivity surge and the reality of an energy supply shock. We examine the opportunities and risks, and our response to those offsetting forces.
3 min read
by Christopher Jeffery
Q4 ETF 2026 blog

Q4 2026 ETF outlook: getting more from core

Amid rapid shifts in market leadership and geopolitical uncertainty, attention is returning to core exposures.
1 min read
by Elena Cardella
MYO 2026 main

Midyear global outlook: AI vs geopolitics

This outlook focuses on two forces shaping the investment landscape: the dramatic acceleration of AI and an ever-more contested geopolitical order.
4 min read
by Emiel van den Heiligenberg
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AA Outlook Q2 2024: Something's gotta give

AA Outlook Q2 2024: Something's gotta give
5 min read
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AI boom, geopolitical tensions: How unconstrained fixed income strategies are navigating volatile markets

L&G’s Matthew Rees explains how flexible approaches are uncovering opportunities in hyperscaler debt, utilities and other long-term growth sectors
5 min read
TEC_Hand interacting with financial data on a digital screen.jpg

AA Outlook Q2 2024: Something's gotta give

AA Outlook Q2 2024: Something's gotta give
5 min read
Growth signals blog

Growth signals beneath the surface

While oil prices and government bond yields have dominated market attention, resilient economic growth, China’s policy response and the AI investment boom may offer more meaningful clues about where the cycle is heading.
3 min read
by Colin Reedie
Age-of-ai

Doing things differently: Unconstrained investing in the age of AI

We explore why we believe unconstrained strategies can take a differentiated approach to identify potential AI investment opportunities.
3 min read
by Tom Farrington & Joshua Goodey
AA Q2

Q2 2026 Asset Allocation outlook: Adapting to uncertainty

The conflict in the Middle East has raised profound and unsettling questions about geopolitical and commodity market stability.
3 min read
by Christopher Jeffery