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cover of episode 370: Middle East conflict, inflation and interest rates – Market Talk

370: Middle East conflict, inflation and interest rates – Market Talk

2025/6/25
logo of podcast LGIM Talks

LGIM Talks

Shownotes Transcript

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the market impact of the Middle East conflict. Also on the agenda is possible rates divergence between the US and Europe, the shortcomings of economic data, and why GDP per capita may not tell the whole story of emerging markets.

This podcast was recorded on 24 June 2025.

All data is sourced from LSEG as at 24 June 2025 unless otherwise stated.

**For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. **