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.
In this edition of L&G Talks, Jason Shoup (US CIO), Jason Becker (Head of US Credit Strategy), Anthony Woodside (Head of Multi-Sector Fixed Income & Investment Strategy), and Dan Dreher (Solutions Strategist) joined us to unpack our latest US Investment Outlook, AI enters its political phase, discussing:
- What the US midterm results reveal about the political outlook for AI and its implications for US credit investors
- How AI-related issuance is reshaping credit markets—and where financing risks could create opportunities or warrant caution
- Where we see opportunities in securitized credit and investment-grade private credit—and the underwriting risks to watch
- What the market is telling us about growth, fiscal policy and the competition for capital—and how that shapes our duration view
You can listen on Apple, Spotify, Audioboom and YouTube.
This podcast was hosted by Jenny Schultz, senior content marketing manager, and was recorded on 5 November 2026.
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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