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.
Podcast: In the room – how investment decisions are made
What really drives an investment decision and what happens before a trade ever reaches your portfolio?
L&G’s Francis Chua, Fund Manager, and Chris Franklin, Investment Specialist in our Asset Allocation team, take us behind the scenes to unpack what the decision-making process actually looks like in practice.
The discussion moves beyond models and market headlines to explore how views are formed, challenged and, at times, left unresolved.
From the first signal, whether new data, market dislocation or a divergence in views, through to scenario analysis and portfolio positioning, the conversation highlights a process shaped less by prediction and more by preparation.
You can listen on Apple, Audioboom or Spotify.
This podcast was moderated by Sarka Halas, Content Manager.
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