LGIM Blog – Sonja Laud, Chief Investment Officer

Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

Sonja Laud

Sonja is CIO of LGIM, having joined the business in January 2019 as Deputy CIO with responsibility for LGIM’s Solutions, Global Fixed Income, and Active Equity teams. Sonja joined from Fidelity International where she held the title of Head of Equity, responsible for the Global, Equity Income and UK Portfolio Managers as well as the Investment Director team.

Other articles by Sonja Laud

Pod Market

2024 reflections and 2025 preparations – the CIO call

Join Sonia Laud, our Chief Investment Officer, as she shares her thinking on the key themes that should now be on investors’ radars.

2025 outlook

2025 global outlook: Touchdown?

Many of the themes that are likely to drive investor returns are, we believe, just as relevant to public markets as to their private counterparts.

US Capitol building

US election: themes and implications

We take stock of the upcoming US election, focusing on the implications for investors across a range of asset classes.

UK General

UK election: Implications for investors

We weigh what the Labour win means for the macro outlook – and what the vote tells us about longer-term themes.

Fed CIO

Rates, politics and asymmetric opportunities

When we started planning this publication back in March, markets were still pricing in a significant amount of policy easing from the US Federal Reserve (Fed), the world’s most important central bank.

ME conflict

Geopolitical risk and the global market outlook

As the Middle East conflict enters a worrying new phase, we assess what the uptick in geopolitical risk means for investors.

2024-CIO-outlook London

What next? Skirting risks, harvesting yields

As inflation and growth dynamics vie with political risk for investor attention next year, we anticipate fresh volatility - and opportunity - in this higher-rate environment.

AI inflection

Welcome to the revolution: Investing amid an AI inflection point

AI is one of several structural changes underway, to which we must adapt on behalf of our clients – and future generations.

mindset shift

CIO spring update: Stress test

The removal of stimulus is proving to be a global stress test for markets, with far-reaching implications for investment strategy.

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