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: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook.
During the podcast, Sonja Laud, Global CIO, and our expert panel offer key views across public and private markets after a particularly eventful first six months of 2025. Topics include:
- Long-term implications from the tariffs-related volatility spike
- How our AFI team in Chicago is navigating policy uncertainty
- The approach taken by our Multi-Asset team to USD assets
- The outlook for private market assets – and their role in portfolios
- Addressing concentration risk within index and ETF strategies
During the episode, Sonja is joined by:
- Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy, Asset Management, America
- Christopher Jeffery, Head of Macro Strategy
- David Barron, Global Head of Index and ETFs
- Rob Martin, Global Head of Investment Strategy & Research, Private Markets
The speakers also offer non-consensus market views for the next six months – and share what they are planning to read and watch over the summer.
You can listen on: Apple Podcasts, Audioboom and Spotify.
Read the foreword to the outlook by Sonja and Bill Hughes here.
The podcast was recorded on 3 July and was moderated by Max Julius, Head of Content.
For professional investors only. Capital at risk.
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