375: Interest rate expectations, US data revision and AI earnings

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the steepening of the yield curve, the collision of politics and economic data, and bumper earnings from the US tech giants.

This podcast was recorded on 6 August 2025 and is hosted by Harry Brooks.

All data is sourced from LSEG as at 5 August 2025 unless otherwise stated.

For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future.

375: Interest rate expectations, US data revision and AI earnings – Market Talk