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.
Central banks
Podcast: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
Podcast: A long-term view on EMD
How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role... 
Podcast: US tariffs, BoE cut and European equity rally – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
Gold and the rates cycle – the outlook for 2025
Reduced expectations of rate cuts could represent a headwind, but central bank buying remains a support, and earnings suggest miners are reaping the rewards of... 
Podcast: What’s going on in government bonds? Market Talk
Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and the market mood ahead of Donald Trump’s... Podcast: Political drama, interest rates and fallible forecasts – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his take on the state of the market, and the outlook as we approach 2025. Podcast: US exceptionalism, political risk and non-consensus views
Listen to our expects discuss key themes from our 2025 global outlook, from how politics might sway markets next year to concentration risk within equities. 
Chart of the month: Bonds buck the trend
Bond markets normally rally after a rate cut, but not this time. What gives? 
Cleared to land?
A soft landing is coming into view, but with potential pockets of turbulence ahead, we are neutral on risk assets. 
Chinese stimulus for a happy anniversary
China unleashed a concerted, well-timed stimulus effort last week ahead of the 75th anniversary of the People’s Republic of China and a week-long holiday. Should... 
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