242: Looking back and looking forward – Market Talk

Just how badly have asset classes performed in 2022? And where next for bonds, credit and equities given investors start 2023 with a decent yield cushion?  In view of the current tightness in the US labour market will the Fed be able to navigate a hard or soft landing? Join Ben Bennett, Head of Investment Strategy & Research for his whistlestop take on financial markets. This episode is hosted by Frances Watson, Content Manager. All data is sourced from Eikon as at end November 2022 unless otherwise stated. For professional investors only. Capital at risk. 

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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From Legal & General Investment Management, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom. From Trump's tariffs to irrational investors, LGIM Talks dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions. To find out more, visit http://www.lgim.com/uk/en/insights/our-thinking/ Legal & General have been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans. This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.