Podcast: Midterms, AI and the outlook for US credit

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 (Solutions Strategist) joined us to unpack our latest US Investment Outlook, AI enters its political phase, discussing: 

• What the US midterm results reveal about the political outlook for AI and its implications for US credit investors
• How AI-related issuance is reshaping credit markets—and where financing risks could create opportunities or warrant caution
• Where we see opportunities in securitized credit and investment-grade private credit—and the underwriting risks to watch
• What the market is telling us about growth, fiscal policy and the competition for capital—and how that shapes our duration view

Disclosures

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