18 Apr 2024 1 min read

Podcast: Geopolitics, higher real yields, and China GDP – Market Talk


How do investors price in geopolitical tensions? And with fewer than two US interest rate cuts now baked into markets, is there any stopping the rise of the US dollar?


Against the prevailing market backdrop, what is our take on equities, credit and sovereign bonds? Ben Bennett, Investment Strategist APAC, explains all.

You can listen on Apple Podcasts, Audioboom and Spotify

This episode was hosted by Frances Watson, Senior Content Manager and recorded on 17 April 2024.

All data sourced from Eikon, Bloomberg as at 16 April 2024.

For professional investors only. Capital at risk.


LGIM contributors