A year after Russia’s invasion of Ukraine, Sonja Laud, LGIM’s Chief Investment Officer, discusses what investors have learned about geopolitical risk and its interplay with markets in the wake of the tragic conflict that continues to this day.

Sonja is joined by Will Riley, Head of Solutions, and Ed Wicks, Head of Trading. The panel also cover:

Whether markets are mispricing the macroeconomic outlook
Overall market function and liquidity, following the unprecedented volatility of 2022
How we’re working with defined benefit pension schemes to ensure they’re resilient as possible in this market environment

The podcast was recorded on 22 February and is hosted by Max Julius, Head of Content.

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.

For professional investors only. Capital at risk.

254: Ukraine, geopolitical risk and mispriced markets – the CIO call 31:48 Share

LGIM Talks

Shownotes Transcript

254: Ukraine, geopolitical risk and mispriced markets – the CIO call