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

Episode 288,   Sep 28, 2023, 02:14 PM

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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