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cover of episode 364: What’s driving the recovery? Market Talk

364: What’s driving the recovery? Market Talk

2025/5/7
logo of podcast LGIM Talks

LGIM Talks

Shownotes Transcript

Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible tariffs on non-US films could have ramifications far beyond Hollywood.

All data is sourced from LSEG as at 6 May 2025 unless otherwise stated.

Taiwan dollar move source: Taiwan dollar's record rally is a trade-war tremor | Reuters)

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.