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: A new era for rates and bonds? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on what higher rates could mean for inflation, equities and bond markets.
He also explores diverging central bank policies, whether US Treasury yields can remain above 5%, rising energy prices, and the evolving relationship between the Fed and the Treasury.
You can listen on Apple, Audioboom or Spotify.
This podcast was recorded on 16 September 2026.
All data is sourced from LSEG as of 15 September 2026 unless otherwise stated.
For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.
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