Latest / L&G Talks Asset Management
389: Our 2026 investment outlook – the CIO call
This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. Topics covered include:
AI-driven capital expenditure and rising government borrowing
What may need to happen to justify investor bullishness on AI
Concentration risk in US and global equity markets
Non-consensus market views for next year and beyond
You can read the foreword and access the entire report here, on our blog. During the episode, Sonja Laud, our global CIO, is joined by:
Christopher Jeffery, Head of Macro…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.