L&G Talks Asset Management 304: Macroeconomics, solutions and asset allocation – the CIO call
Jan 18, 2024
23:29
In this podcast, Sonja Laud, LGIM’s CIO, is joined by Guy Whitby-Smith, Head ofSolutions, and John Roe, Head of Multi-Asset Funds, who share their insights and analysis, including key market trends for the coming year. In particular, the speakers discuss:
- The outlook for both the global and UK economies, including our assessment of potential paths for UK growth, rates and inflation
- The implications for UK schemes, in particular what this could mean for liability-driven investment approaches in light of today’s higher funding levels
- Asset allocation considerations given the continued need for all pension schemes to pay pensions as they progress along the journey towards endgame
This podcast is hosted by Anthony Penson, Institutional Content Manager.
For professional investors only. Capital at risk.