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.
Macroeconomics, solutions and asset allocation – the CIO call
In this podcast, Sonja Laud, LGIM's CIO, is joined by Guy Whitby-Smith, Head of Solutions, 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
You can listen to this episode on: Apple Podcasts, Audioboom and Spotify.
For more detail, you can read our 2024 Solutions outlook here
For professional investors only. Capital at risk.
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