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373: Where next for AI stocks? Market Talk

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Manage episode 496200834 series 2402082
Content provided by Audioboom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on early signs that tariffs are having an impact on US inflation, volatility in Japanese government bonds and what’s driving AI stocks.

This podcast was recorded on 23 July 2025, and is hosted by Harry Brooks.

All data is sourced from LSEG as at 23 July 2025 unless otherwise stated.

For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.
  continue reading

371 episodes

Artwork
iconShare
 
Manage episode 496200834 series 2402082
Content provided by Audioboom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on early signs that tariffs are having an impact on US inflation, volatility in Japanese government bonds and what’s driving AI stocks.

This podcast was recorded on 23 July 2025, and is hosted by Harry Brooks.

All data is sourced from LSEG as at 23 July 2025 unless otherwise stated.

For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.
  continue reading

371 episodes

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