174: Policy errors and market vol – the CIO call

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LGIM Talks

Business


In this month’s episode, Sonja Laud, LGIM’s CIO, discusses recent market and macro developments, in particular how the outlook for monetary policy is likely to sway asset classes. She also touches on the energy shock in the context of COP26 and efforts to fight climate change. Sonja is joined by: Guy Whitby Smith, Head of Solutions Portfolio Management Head of Portfolio Management, Private Credit, LGIM Real Assets The episode is hosted by Max Julius, Head of Content, and was recorded today. Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM Blog for more insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.