In our first official CIO call of 2024, we weigh how the macro, political and geopolitical outlook might affect the already-impressive rally notched up by many risk assets thus far this year.
During the episode, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Emiel van den Heiligenberg, Head of Asset Allocation, and Tim Drayson, Head of Economics. The panel also discuss:
In addition, the panel offer their usual recommendations for extracurricular reading and viewing material.
This podcast was recorded on 11 April and was moderated by Max Julius, Head of Content.
For professional investors only. Capital at risk.
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