288: What do ‘higher for longer’ rates mean for markets?

Following a momentous month for central banks, Sonja Laud, LGIM’s CIO, discusses with her expert panel whether we’ve reached peak interest rates and what to expect from markets into year end, with a focus on the outlook for the US. Sonja is joined by Jason Shoup, CIO at LGIM America, and Tim Drayson, LGIM’s Head of Economics. The panel also discusses: What to watch for in the run-up to the 2024 US presidential election The biggest potential opportunities and risks we see in US bond markets The type of ‘landing’ markets are pricing for the US economy – and what we anticipate What’s top of mind for Asian investors, following Sonja’s recent trip to Singapore and Hong Kong What we’ve been watching and reading recently The podcast was recorded on 27 September and is moderated by Max Julius, Head of Content. Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM blog for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts. For professional investors only. Capital at risk.