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.

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.

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288: What do ‘higher for longer’ rates mean for markets? 40:09 Share

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