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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…
The skinny
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