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373: Where next for AI stocks? Market Talk

373: Where next for AI stocks? Market Talk

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 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.
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