Video: Answering key questions from Asian bond investors
We dig into questions such as the outlook for Indian and Chinese bonds to Japanese capital flows and how public and private credit markets can coexist.
In the final part of their video series, Matthew Rees, head of global bond strategies and Ben Bennett, head of investment strategy Asia discuss questions from bond investors, policymakers and companies from across the region. How does US monetary policy impact Asian bond and currency markets, what would make us more positive on Chinese assets, is the Indian bull market still alive and what does the growth of private markets mean for public assets? They also consider questions they are surprised not to be asked – where is the next default cycle coming from and should investors still be concerned about European political coherence?
Key risks
The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested.
Whilst we have incorporated ESG information into investment decision making and stewardship practices, there can be no assurance that any responsible investing goals will be met.
Recommended content for you
Ben Bennett
Head of Investment Strategy, Asia
Ben joined LGIM’s London team in 2008, initially focusing on credit strategy before taking on the role of Head of Investment Strategy and Research, coordinating LGIM’s research from long-term themes to short term market drivers. He also chaired the monthly investment macro meeting for many years, a key input for portfolio risk across the active strategies. He relocated to Hong Kong in 2020, joining the LGIM Asia Board as a Director and was appointed Head of Investment Strategy, Asia, to help grow LGIM’s investment business across the APAC region. Ben started his career in 1999 as a credit strategist at Dresdner Kleinwort Benson in London, before performing the same role at both BNP Paribas and Lehman Brothers. Ben holds an MA in Mathematics from Queens' College, Cambridge University.
Related articles
