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.
Government bonds
Podcast: A new era for rates and bonds? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on what higher rates could mean for inflation, equities and bond markets. 
US Fed hike reinforces the case for dynamic duration management
The recent rise in front-end yields amid a shifting outlook for US rates has reinforced our belief in a dynamic approach to duration. 
AI bond anxieties are displacement activity
Investors have focused on the risks of AI-driven borrowing by technology giants. Yet the far bigger challenge for bond markets may be the growing financing... 
Podcast: What’s behind the global bond selloff? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. 
Podcast: Are treasuries untethering from the oil price? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the big ideas shaping markets today. 
Q3 2026 ETF outlook: resilience in a changing world
Profound changes are reshaping our world. From AI and geopolitical splintering to the growing economic sway of emerging nations, old certainties are fading fast. 
India’s withholding tax cut could unlock billions in foreign inflows
We explore the potential impact of India’s tax cuts on investor returns, and how the move reflects a broader structural tailwind for local-currency emerging market... 
UK politics in focus: implications for investors
Following the recent local election results, Prime Minister Keir Starmer is struggling to maintain his grip on the Labour Party leadership. Should investors be worried... 
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... Recommended content for you
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