1.
Insights
2.
Markteinblicke
Markteinblicke
Should investors hedge currency risk?
In a new whitepaper, John Southall investigates the question of how the strategic currency hedge ratio should depend on the time horizon.
US credit: The case for American exceptionalism
Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class.
US credit: The case for American exceptionalism
Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class.
US credit: The case for American exceptionalism
Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class.
L&G Strategic Bond Fund: the importance of dynamism in difficult times
With geopolitical uncertainty, persistently above-target global inflation and low growth weighing on many countries, 2025 is likely to be another turbulent year.
Active Fixed Income outlook: Time to challenge consensus?
Will the market in 2025 be defined by Trump or technicals?
Unfollowing the crowd
How our rates investors seek to avoid the pitfalls of prediction in actively managed government bonds
2025 global outlook: Touchdown?
Many of the themes that are likely to drive investor returns are, we believe, just as relevant to public markets as to their private counterparts.
Niche no more
Is investment grade corporate emerging market debt an asset class whose time has come?
Cleared to land?
A soft landing is coming into view, but with potential pockets of turbulence ahead, we are neutral on risk assets.
Load more
Back to top
