Ben Bennett

Head of Investment Strategy, Asia

Ben Bennett
Ben focuses on investment ideas and themes. He spends a lot of time on the 4Ds of fixed income investing: debt, deficits, demographics and deflation. This might be more than a little influenced by his first-hand experience of a credit crisis, having joined us from Lehman Brothers in 2008.

Other articles by Ben Bennett

Is China the next Japan?
Markets and economics

Is China the next Japan?

In the early 1990s Japan suffered a well-documented deflationary slump. With China now seeing...
By Matthew RodgerBen Bennett
23 Aug 2023
3 min read
China: Waiting for stimulus
Markets and economics

China: Waiting for stimulus

Recent economic activity in China has been disappointing and we've reduced our growth forecasts...
By Ben BennettMatthew Rodger
26 Jun 2023
4 min read
Chart of the month: Credit tightening implies weaker US GDP growth
Ben Bennett
Markets and economics

Chart of the month: Credit tightening implies weaker US GDP growth

The link between credit conditions and GDP growth adds conviction to our view that a US recession...
By Ben Bennett
04 Apr 2023
1 min read
Chart of the month: price pressure persists
Ben Bennett
Markets and economics

Chart of the month: price pressure persists

Sticky inflation makes more aggressive US rate hikes more likely, limiting the chances of a soft...
By Ben Bennett
01 Mar 2023
1 min read
Chart of the month: asset classes pull a U-turn
Ben Bennett
Markets and economics

Chart of the month: asset classes pull a U-turn

The biggest losers of last year's sell-off have made the biggest recoveries, but what's driven th...
By Ben Bennett
23 Jan 2023
1 min read
Chart of the month: the outlook for the S&P 500 isn’t very merry
Ben Bennett
Investment strategy

Chart of the month: the outlook for the S&P 500 isn’t very merry

History suggests profits will come under pressure next year, leading us to underweight equities.
By Ben Bennett
19 Dec 2022
1 min read
Podcast: Looking back and looking forward
Ben Bennett
Markets and economics

Podcast: Looking back and looking forward

In the last episode of Market Talk for the year, Ben Bennett, Head of Investment Strategy &...
By Ben Bennett
01 Dec 2022
1 min read
Chart of the month: let’s not get ahead of ourselves
Ben Bennett
Markets and economics

Chart of the month: let’s not get ahead of ourselves

The post-US CPI rally may mark a turning point, but there's a long way to go yet.
By Ben Bennett
21 Nov 2022
1 min read
Podcast: The Fed holds firm
Ben Bennett
Markets and economics

Podcast: The Fed holds firm

Inflation is controlling almost every narrative in the Western world - from policymakers' decisio...
By Ben Bennett
08 Nov 2022
1 min read

Authors from the same team (10)

Sonja Laud

Sonja Laud

Sonja is CIO of LGIM, having joined the business in January 2019 as Deputy CIO with responsibilit...
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Michelle Scrimgeour

Michelle Scrimgeour

Michelle was appointed Chief Executive Officer (CEO) of Legal & General Investment Management...
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