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14 Dec 2023
1 min read

Podcast: How we’re preparing for 2024

We discuss what we've learnt from yet another extraordinary year for investors - and how we're positioning into 2024.

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During our last CIO call of 2023, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Howie Li, Global Head of Index & ETFs; Will Riley, Head of Solutions; and Chris Jeffery, Head of Rates & Inflation Strategy.

The speakers discuss:

  • The most potent insights from our 2024 CIO outlook
  • Where we see the biggest potential risks and opportunities for markets next year
  • The long-term investment themes we’re most excited about
  • What’s top of mind for defined benefit pension schemes
  • How we’re planning on navigating political, and geopolitical, risk in 2024

You can listen on: Apple Podcasts, Audioboom and Spotify.

The podcast was recorded on 13 December and is moderated by Max Julius, Head of Content.

Inflation Late cycle Market Cycle Politics Recession United States US Dollar Volatility Index thematics Asset allocation Middle East Energy Europe Central banks Interest rates Defined Benefit (DB)
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