What’s behind the global bond selloff? Market Talk

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. 

Also on the agenda is Japanese yen strength, the outlook for oil and Nvidia's* latest results. 

This podcast was recorded on 2 September 2026.

All data is sourced from LSEG as at 1 September 2026 unless otherwise stated.

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

*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.