The new rules of global credit: finding an edge in a fragmented world
Episode 418 · Jul 30, 07:00 AM
Share
Subscribe
In this episode of L&G Talks, Ian Hutchinson, Head of Global Bond Strategies and Radha Mathur, Fixed Income Investment Specialist explore why global credit is back on investors’ radar.
They discuss how higher yields, tight spreads and elevated interest-rate volatility have reshaped the opportunity set, and why broad market exposure may no longer be enough.
The conversation highlights the role of selectivity, active rates management and regional insight, while considering risks including rate-market shifts, geopolitics and hyperscaler supply.
This podcast was recorded on 14 July 2026.
Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.