LGIM Blog - Ben Bennett, Head of Investment Strategy and Research

Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Ben Bennett

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.

Other articles by Ben Bennett

Credit DB

What's suddenly spooked markets?

It’s not often you wake up to see a major equity market down over 12% in a day. Yet that’s exactly what happened in Japan on Monday. In fact, all asset markets have seen a big spike in volatility in the last week. Let’s explore what’s happening and how we’re responding

attention deficit

Attention deficit

Should we be worried about government borrowing?

china japan

Is China the next Japan?

In the early 1990s Japan suffered a well-documented deflationary slump. With China now seeing high-profile defaults, slowing economic growth and falling consumer prices, is North Asian history repeating itself?

China stimulus

China: Waiting for stimulus

Recent economic activity in China has been disappointing and we’ve reduced our growth forecasts accordingly. Yet with everyone seemingly bearish and underweight Chinese assets, is now the time to be contrarian?

COTM April

Chart of the month: Credit tightening implies weaker US GDP growth

The link between credit conditions and GDP growth adds conviction to our view that a US recession is likely this year.

ctom march

Chart of the month: price pressure persists

Sticky inflation makes more aggressive US rate hikes more likely, limiting the chances of a soft landing.

U turn sign

Chart of the month: asset classes pull a U-turn

The biggest losers of last year's sell-off have made the biggest recoveries, but what's driven this reversal?

Chart of the month: the outlook for the S&P 500 isn’t very merry

History suggests profits will come under pressure next year, leading us to underweight equities.

Telescope future

Podcast: Looking back and looking forward

In the last episode of Market Talk for the year, Ben Bennett, Head of Investment Strategy & Research, gives us a whistlestop tour of markets past, present and future.

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