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: The art of the deal? US credit in 2025
Talking tariffs, turbulence and Trump.
At the beginning of the year, a narrative of US exceptionalism was the consensus among many market participants.
However, significant policy uncertainty emanating from the Trump administration has driven a significant rotation away from US risk assets and sent shockwaves around the global economy.
What can investors conclude from the volatilty of the first quarter of 2025 - and what does this all mean for American fixed income? This week, we're doing a deep dive to answer these questions and more.
This episode is hosted by Andrew Lowry in London; he is joined by Jason Shoup, CIO and Co-Head of Global Fixed Income, and Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy, both at the Chicago office of L&G's Asset Management business.
You can listen on: Apple Podcasts, Audioboom and Spotify.
This podcast was recorded on 15 April 2025.
For professional investors only. Capital at risk.
For illustrative purposes only. Views expressed are of L&G as at 15 April 2025. The information in this podcast is for information purposes only and we are not soliciting any action based on it. It is not a recommendation to buy or sell securities or pursue a particular investment strategy. It is not investment, legal, regulatory or tax advice.
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