Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and market mood ahead of Donald Trump’s inauguration on Monday. Also up for discussion are earnings season expectations, supply-side oil pressures, and what might be the most disappointing Christmas present on record.

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 14 January 2025 unless otherwise stated.

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 LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.

350: What’s going on in government bonds? Market Talk 23:42 Share

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350: What’s going on in government bonds? Market Talk