Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Podcast: Are treasuries untethering from the oil price? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the big ideas shaping markets today.

This week’s episode explores why US treasury yields stayed elevated as the oil price fell, the latest developments in the AI story, and whether Chinese equities could replicate the huge gains seen in Korea.
You can listen on Apple, Audioboom or Spotify.
This podcast was recorded on 8 July 2026 and is hosted by Harry Brooks.
All data is sourced from LSEG as at 7 July 2026 unless otherwise stated.
For professional investors only. Capital at risk. For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.
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