398: US tariffs, AI meltdown and JGBs – Market Talk

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398: US tariffs, AI meltdown and JGBs – Market Talk

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Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the US Supreme Court’s ruling on tariffs, concerns around the future of software firms, and what’s behind the dip in long-term Japanese government bond yields.
This podcast was recorded on 24 February 2026 and is hosted by Harry Brooks.
All data is sourced from LSEG as at 23 February 2026 unless otherwise stated.
For professional investors only. Capital at risk.

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