CIO outlook: Year of change

In this outlook, teams from across LGIM examine the opportunities and risks with which investors are presented in this context.

CIO outlook: Year of change

24 Jan 2020

LGIM: CIO outlook: Year of change

In this outlook, teams from across LGIM examine the opportunities and risks with which investors are presented in this context.
 

Even though markets appear to underappreciate certain key risks, there are still reasons for investors to be cheerful

This is an extraordinary moment for investors. As at the beginning of December, many asset classes have notched up double-digit returns over 2019, with equities hovering close to record highs even as trillions of dollars of bonds offer negative yields.
 

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