428: Market Talk: What AI and bond markets are telling investors

Ben Bennett, Chief Investment Strategist for Asia, shares his thoughts on the outlook for AI, inflation and bond markets. He also explores whether hyperscalers can continue to justify high expectations, what Asia can tell us about the AI trade, shifting signals from government bond yields, and the potential impact of energy prices on inflation and growth. This podcast was hosted by Sarka Halas, content manager. This podcast was recorded on 27 October 2026. All data is sourced from LSEG as of 27 October 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.