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: Unpacking our US investment outlook
In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines – understanding how powerful structural shifts like AI disruption can reshape markets, alongside ongoing geopolitical volatility.
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 (Solution Strategist) joined us for our first US-based conversation.
You can listen on Apple, Audioboom or Spotify.
In a session hosted by Jennifer Schultz, Senior Content Marketing Manager, our speakers discussed:
- Why AI disruption may be the bigger, longer-lasting market force than episodic geopolitical shocks
- Insights into fixed income markets, including our base-case outlook for rates and spreads over the next quarter
- Where AI buildout spending is creating private credit opportunities - and the red flags to watch for
- How we think about AI-related opportunities in equities
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