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: US tariffs, the Hong Kong dollar and UK inflation – Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal.

Also up for discussion are the rapid repricing of the Hong Kong dollar and what April’s inflation surprise in the UK means for the path of interest rates.
You can listen on: Apple Podcasts, Audioboom and Spotify.
All data is sourced from LSEG as at 21 May 2025 unless otherwise stated.
For professional investors only. Capital at risk.
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