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: Our midyear investment outlook – the CIO call
This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and offers insights as to what may follow.
Topics covered include:
- The interplay between AI acceleration and geopolitical fragmentation
- What a raft of blockbuster IPOs mean for index investors
- How AI is fundamentally reshaping dynamics across industries
- The outlook for private credit
During the episode, Emiel van den Heiligenberg, our Global CIO, is joined by:
- David Barron, Global Head of Index and ETFs
- Stuart Hitchcock, Head of Portfolio Management, Private Credit
- Colin Reedie, Head of Active Strategies
- Jason Shoup, Co-head of Fixed Income and CIO, L&G – Asset Management, America
Our panel also share what they are planning to read and watch over the summer.
You can listen on Apple, Audioboom or Spotify.
The podcast was recorded on 9 June and was moderated by Max Julius, Head of Content.
For professional investors only. Capital at risk.
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