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: After a turbulent Q1, where next for markets?
In our latest CIO call, we survey the dramatic changes in the investment landscape.
Following a remarkable shift in the market narrative, our expert panel discusses the rotation away from some of the best-performing assets of 2024 – and what investors can expect over the coming months.
Listen on Apple, Spotify and AudioBoom.
During the episode, our latest CIO call, our speakers are Sonja Laud, our Global Chief Investment Officer; Colin Reedie, Head of Active Strategies; Jason Becker, Head of US Credit strategy, Asset Management, America; and Tim Drayson, Head of Economics.
Among other points, they cover:
- How shifts in US and European policy are likely to affect the global economy
- The reasons behind the rotation currently underway in markets
- The prospects for fixed income and equities in light of the murky macro outlook
- Our own positioning within risk assets
In addition, the speakers also share what they have been reading, watching and listening to recently.
The podcast was recorded on 26 March and is moderated by Max Julius, Head of Content.
For professional investors only. Capital at risk.
Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
