<div>Following a momentous month for central banks, Sonja Laud, LGIM’s CIO, discusses with her expert panel whether we’ve reached peak interest rates and what to expect from markets into year end, with a focus on the outlook for the US. 
 
Sonja is joined by Jason Shoup, CIO at LGIM America, and Tim Drayson, LGIM’s Head of Economics. The panel also discusses: 
 

</div>
<ul>
<li>What to watch for in the run-up to the 2024 US presidential election</li>
<li>The biggest potential opportunities and risks we see in US bond markets</li>
<li>The type of ‘landing’ markets are pricing for the US economy – and what we anticipate</li>
<li>What’s top of mind for Asian investors, following Sonja’s recent trip to Singapore and Hong Kong</li>
<li>What we’ve been watching and reading recently</li>
</ul>
<div>The podcast was recorded on 27 September and is moderated by Max Julius, Head of Content. 
 
Follow us on <a href="https://protect-eu.mimecast.com/s/CrBXCyrD4sNw1rMcNeC-G?domain=urldefense.com">LinkedIn</a> and <a href="https://protect-eu.mimecast.com/s/ZM97CzKE8SRZ1M2uwqTXI?domain=urldefense.com">Twitter</a> for our latest updates and discover <a href="https://protect-eu.mimecast.com/s/pk2PCAP2Ls9XQNWS2wAal?domain=urldefense.com">the LGIM blog</a> for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts. 
 
For professional investors only. Capital at risk. 
 

</div>

Following a momentous month for central banks, Sonja Laud, LGIM’s CIO, discusses with her expert panel whether we’ve reached peak interest rates and what to expect from markets into year end, with a focus on the outlook for the US. Sonja is joined by Jason Shoup, CIO at LGIM America, and Tim Drayson, LGIM’s Head of Economics. The panel also discusses: What to watch for in the run-up to the 2024 US presidential election The biggest potential opportunities and risks we see in US bond markets The type of ‘landing’ markets are pricing for the US economy – and what we anticipate What’s top of mind for Asian investors, following Sonja’s recent trip to Singapore and Hong Kong What we’ve been watching and reading recently The podcast was recorded on 27 September and is moderated by Max Julius, Head of Content. Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM blog for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts. For professional investors only. Capital at risk.

Following a momentous month for central banks, Sonja Laud, LGIM’s CIO, discusses with her expert panel whether we’ve reached peak interest rates and what to expect from markets into year end, with a focus on the outlook for the US. 
 
Sonja is joined by Jason Shoup, CIO at LGIM America, and Tim Drayson, LGIM’s Head of Economics. The panel also discusses: 
 


<ul>
<li>What to watch for in the run-up to the 2024 US presidential election</li>
<li>The biggest potential opportunities and risks we see in US bond markets</li>
<li>The type of ‘landing’ markets are pricing for the US economy – and what we anticipate</li>
<li>What’s top of mind for Asian investors, following Sonja’s recent trip to Singapore and Hong Kong</li>
<li>What we’ve been watching and reading recently</li>
</ul>
The podcast was recorded on 27 September and is moderated by Max Julius, Head of Content. 
 
Follow us on <a href="https://protect-eu.mimecast.com/s/CrBXCyrD4sNw1rMcNeC-G?domain=urldefense.com" rel="noopener noreferrer">LinkedIn</a> and <a href="https://protect-eu.mimecast.com/s/ZM97CzKE8SRZ1M2uwqTXI?domain=urldefense.com" rel="noopener noreferrer">Twitter</a> for our latest updates and discover <a href="https://protect-eu.mimecast.com/s/pk2PCAP2Ls9XQNWS2wAal?domain=urldefense.com" rel="noopener noreferrer">the LGIM blog</a> for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts. 
 
For professional investors only. Capital at risk.

288: What do ‘higher for longer’ rates mean for markets?

<div>What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&amp;G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. 
  
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom. 
  
From Trump's tariffs to irrational investors, L&amp;G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions. 
  
To find out more, visit <a href="https://am.landg.com/en-uk/institutional/insights/">https://am.landg.com/en-uk/institutional/insights/ 
</a> 
L&amp;G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&amp;G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans. 
 
 This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&amp;G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&amp;G. Legal &amp; General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal &amp; General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal &amp; General Investment Management. 
 
 
 
 
 

</div>

Business

Investing

What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom. From Trump's tariffs to irrational investors, L&G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions. To find out more, visit https://am.landg.com/en-uk/institutional/insights/ L&G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans. This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&G. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&amp;G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. 
&nbsp; 
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom. 
&nbsp; 
From Trump's tariffs to irrational investors, L&amp;G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions. 
&nbsp; 
To find out more, visit <a href="https://am.landg.com/en-uk/institutional/insights/" rel="noopener noreferrer">https://am.landg.com/en-uk/institutional/insights/ 
</a> 
L&amp;G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&amp;G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans. 
 
&nbsp;This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&amp;G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&amp;G. Legal &amp; General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal &amp; General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal &amp; General Investment Management.

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288: What do ‘higher for longer’ rates mean for markets?

288: What do ‘higher for longer’ rates mean for markets?

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