After an extraordinary rally, risk assets may be at an inflection point amid questions over inflation and stimulus removal – and investors’ surging ESG expectations. In this month’s episode, Sonja Laud, LGIM’s CIO, discusses how these dynamics might play out. Sonja is joined by:
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David Barron, Head of Index Equity & Smart Beta
*Shaunak Mazumder, Senior Fund Manager *
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The episode is hosted by Max Julius and was recorded today.
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