{"type":"rich","version":"1.0","title":"The higher-for-longer reckoning","description":"Ben Bennett, Chief Investment Strategist for Asia, examines one of the market's biggest puzzles: why equity markets continue to shrug off rising bond yields, elevated oil prices and tightening financial conditions.\n\nBen discusses what a surge in US Treasury yields above 5% could mean for investors, and whether markets are underestimating the risk of a renewed inflation shock. He also explores the growing competition for capital between governments and AI-related investment, the implications of record debt issuance, mounting fiscal pressures in Europe, and what a stronger US dollar may be signalling about the global economy.\n\nThis podcast was hosted by Sarka Halas, content manager and was recorded on 30 September 2026.\n\nAll data sourced from LSEG as of 30 September 2026, unless otherwise stated.\n\nFor professional investors only. Capital at risk. Securities mentioned for illustrative purposes only.\n\nAssumptions, opinions and estimates are for illustrative purposes only and are subject to change. There is no guarantee that any forecast or projection will be realised.","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/42522964/600x600/c","thumbnail_width":600,"thumbnail_height":600,"html":""}