421: A new era for rates and bonds? Market Talk

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on what higher rates could mean for inflation, equities and bond markets. He also explores diverging central bank policies, whether US Treasury yields can remain above 5%, rising energy prices, and the evolving relationship between the Fed and the Treasury.This podcast was recorded on 16 September 2026.All data is sourced from LSEG as of 15 September 2026 unless otherwise stated.   For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only.Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.