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222: The outlook for EM assets – the CIO call
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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The skinny
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