22 Jul 2024
The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of a change of politicians, for investors the key issues remain the same – namely the rise of geopolitics, immigration, deglobalisation and fiscal versus monetary policy.
In this podcast, our panel of experts – Sonja Laud, Chief Investment Officer, James Carrick, Global Economist and Chris Jeffery, Head of Macro Strategy – discuss the issues facing today’s investor, while concluding that, given combined risks have increased, our preference, as ever, is to achieve the right mix of uncorrelated asset classes and return profiles.
You can listen on Apple podcasts, Audioboom and Spotify.
This podcast is hosted by Mark Johnson, Head of UK Institutional & Wholesale and was recorded on 05 July 2024.
For professional investors only. Capital at risk.
Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.