{"type":"rich","version":"1.0","title":"Unpacking the US Investment Outlook","description":"In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines—understanding how powerful structural shifts like AI disruption can reshape markets, alongside ongoing geopolitical volatility.\n\nIn this edition of L&G Talks, Jason Shoup (US CIO), Jason Becker (Head of US Credit Strategy), Anthony Woodside (Head of Multi-Sector Fixed Income & Investment Strategy), and Dan Dreher (Solution Strategist) joined us for our first US-based conversation. They helped us unpack L&G’s Q2 US Investment Outlook, discussing:\n\nWhy AI disruption may be the bigger, longer-lasting market force than episodic geopolitical shocks\nInsights into fixed income markets, including our base-case outlook for rates and spreads over the next quarter\nWhere AI buildout spending is creating private credit opportunities—and the red flags to watch for\nHow we think about AI-related opportunities in equities","author_name":"L&G Talks Asset Management","author_url":"https://audioboom.com/channels/4964652-l-g-talks-asset-management","provider_name":"Audioboom","provider_url":"https://audioboom.com","width":480,"height":95,"thumbnail_url":"https://audioboom.com/i/43641730/600x600/c","thumbnail_width":600,"thumbnail_height":600,"html":""}