408: Unpacking the US Investment Outlook
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408: Unpacking the US Investment Outlook
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Summary
In this edition of L&G Talks, Jason Shoup (US CIO), Jason Becker (Head of US Credit Strategy), Anthony Woodside (Head of Multi-Sector Fixed Income & Investment Strategy), and Dan Dreher (Solution Strategist) joined us for our first US-based conversation. They helped us unpack L&G’s Q2 US Investment Outlook, discussing:
- Why AI disruption may be the bigger, longer-lasting market force than episodic geopolitical shocks
- Insights into fixed income markets, including our base-case outlook for rates and spreads over the next quarter
- Where AI buildout spending is creating private credit opportunities—and the red flags to watch for
- How we think about AI-related opportunities in equities
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