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: US exceptionalism, political risk and non-consensus views
Listen to our expects discuss key themes from our 2025 global outlook, from how politics might sway markets next year to concentration risk within equities.
In a special podcast ahead of the publication of our 2025 global outlook, our experts offer key views across public and private markets in what promises to be yet another dramatic year for investors.
On our panel is Sonja Laud, Global CIO; Christopher Jeffery, Head of Macro Strategy; Colin Reedie, Head of Active Strategies; Rob Martin, Global Head of Investment Strategy & Research, Private Markets; and Howie Li, Global Head of Index and ETFs.
Among other points, they cover:
- Key market dynamics over 2024 – and how they might evolve next year
- What we expect from key asset classes within private markets
- Positioning within our Active Fixed Income and Multi Asset teams
- Concentration risk within equities
You can listen to the podcast on: Apple Podcasts, Audioboom and Spotify.
The podcast was recorded on 4 December and was moderated by Max Julius, Head of Content.
For professional investors only. Capital at risk.
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