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:

David Barron, Head of Index Equity & Smart Beta
Shaunak Mazumder, Senior Fund Manager

The episode is hosted by Max Julius 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.

147: The CIO call: An ESG inflection point 34:47 Share

LGIM Talks

Shownotes Transcript

147: The CIO call: An ESG inflection point