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415: Are treasuries untethering from the oil price? Market Talk

L&G Talks Asset Management · 2026-07-09 · 24 min

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Episode notes

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on why US treasury yields stayed elevated as the oil price fell, the latest developments in the AI story, and whether Chinese equities could replicate the huge gains seen in Korea. This podcast was recorded on 8 July 2026 and is hosted by Harry Brooks. All data is sourced from LSEG as at 7 July 2026 unless otherwise stated. For professional investors only. Capital at risk. 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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