After two unscheduled CIO calls on developments in the banking sector, we return with a regular episode to take stock of the investment landscape, with a focus on the interplay between policymaking, economic growth and market pricing.
During the call, which is hosted by LGIM’s CIO, Sonja laud, we also touch on an important piece of proprietary research into long-term climate scenarios – and what they mean for investors.
Sonja is joined by Nick Stansbury, Head of Climate Solutions, and James Carrick, Global Economist. Other topics covered by the panel include:
- How banking sector stress might feed into the real economy – and policymaking
- The mismatch in signals being sent by equity and bond markets
- How investors can support a ‘just’ energy transition
- What to expect next from the Bank of England
The podcast was recorded on 28 March and is moderated by Max Julius, Head of Content.
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