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: What AI and bond markets are telling investors – Market Talk
Ben Bennett, Chief Investment Strategist for Asia, discusses the outlook for AI, inflation and bond markets.
Ben Bennett, Chief Investment Strategist for Asia, shares his thoughts on the outlook for AI, inflation and bond markets. He also explores whether hyperscalers can continue to justify high expectations, what Asia can tell us about the AI trade, shifting signals from government bond yields, and the potential impact of energy prices on inflation and growth.
You can listen on Apple, Audioboom and YouTube.
This podcast was hosted by Sarka Halas, content manager, and was recorded on 27 October 2026.
All data is sourced from LSEG as of 27 October 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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