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Podcast: Real assets reset – the CIO call
In this month's call, Sonja Laud, LGIM's Chief Investment Officer, outlines the next focus areas for investors going into the second half of 2023 in light of the recent agreement on the raising of the US debt ceiling.
Other key topics include the implications of a slowing Chinese economy, the state of the UK commercial real estate market and the risks and rewards of allocating investor capital to long-term infrastructure projects. Sonja is joined by:
- Bill Hughes, Global Head of Real Assets
- Bill Page, Head of Real Estate Research
This call is moderated by Frances Watson, Content Manager.
You can listen to it on Apple Podcasts, Audioboom, and Spotify
For professional investors only. Capital at risk.
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