In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the investment outlook over the coming months, with a focus on the growth vs inflation narrative and emerging markets. Sonja is joined by:

Uday Patnaik, Head of Emerging Market Debt
Erik Lueth, Global Emerging Market Economist

The episode is hosted by Max Julius, Head of Content, and was recorded on Wednesday, 13 July. All data cited are sourced from Bloomberg, as at the time of recording, unless otherwise stated.

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222: The outlook for EM assets – the CIO call 30:33 Share

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222: The outlook for EM assets – the CIO call