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18 Jan 2024
1 min read

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.

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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 PodcastsAudioboom and Spotify.

For more detail, you can read our 2024 Solutions outlook here

For professional investors only. Capital at risk.

 

Market Cycle Liability Driven investing Multi-asset Defined Benefit (DB)
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