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
Stuart Hitchcock, Head of Portfolio Management, Private Credit, LGIM Real Assets

The episode is hosted by Max Julius, Head of Content, and was recorded today.

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174: Policy errors and market vol – the CIO call 33:38 Share

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174: Policy errors and market vol – the CIO call