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.

05 Sep 2025
1 min read

Government debt and the uncertainty premium – Market Talk

Our regular markets discussion offers an overview of the biggest topics for investors today.

L&G Talks

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the latest drama at the US Federal Reserve, political developments in France, and China’s equity market rally.

This podcast was recorded on 3 September 2025 and is hosted by Harry Brooks.

You can listen on: Apple Podcasts, Audioboom and Spotify.

All data is sourced from LSEG as at 3 September 2025 unless otherwise stated.

For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future.

Inflation Italy Politics Sovereign debt United Kingdom United States US Dollar Asset allocation Europe Central banks Interest rates China Emerging Markets
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