rich 1.0 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. In 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: Why AI disruption may be the bigger, longer-lasting market force than episodic geopolitical shocks Insights into fixed income markets, including our base-case outlook for rates and spreads over the next quarter Where AI buildout spending is creating private credit opportunities—and the red flags to watch for How we think about AI-related opportunities in equities L&G Talks Asset Management https://audioboom.com/channels/4964652-l-g-talks-asset-management Audioboom https://audioboom.com 480 95 https://audioboom.com/i/43641730/600x600/c 600 600 <iframe width="100%" height="95" src="https://embeds.audioboom.com/posts/8902358/embed?v=202301" style="background-color: transparent; display: block; padding: 0; width: 100%" frameborder="0" allowtransparency="allowtransparency" scrolling="no" title="Audioboom player" allow="autoplay" sandbox="allow-downloads allow-forms allow-popups allow-same-origin allow-scripts allow-storage-access-by-user-activation allow-top-navigation-by-user-activation"></iframe>