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: Prepare don’t predict – tackling geopolitical uncertainty
We can’t predict how geopolitical events unfold, but how do investors adapt to market stress and maintain portfolios that remain robust regardless of the headlines?
L&G’s Chris Jeffery, Co-Head of Asset Allocation and Head of Macro; Aimee Bowkett, Fund Manager; and Chris Teschmacher, Fund Manager and Head of AA Investments Specialists, discuss:
- Why uncertainty feels so acute and why the data tell a different story
- How ‘reckless prudence’ means being too cautious could be a genuine risk
- Regret, diversification and the cost of being prepared
You can watch the recording on YouTube, or listen on Apple, Audioboom or Spotify.
This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 16 March 2026.
For professional investors only. Capital at risk. Risk management cannot fully eliminate the risk of investment loss. It should be noted that diversification is no guarantee against a loss in a declining market. For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.
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