28 Sep 2023 1 min read

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


In our latest CIO call, we look at how the latest spate of central bank of decisions and commentary is likely to shape the investment landscape.


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.

You can listen to the episode on Apple Podcasts, Spotify and AudioBoom. During the call, 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.

For professional investors only. Capital at risk.


LGIM contributors