Latest / L&G Talks Asset Management
411: In the room: how investment decisions are made
What really drives an investment decision and what happens before a trade ever reaches your portfolio?
L&G’s Francis Chua, Fund Manager, and Chris Franklin, Investment Specialist in our Asset Allocation team take us behind the scenes to unpack what the decision-making process actually looks like in practice. The discussion moves beyond models and market headlines to explore how views are formed, challenged and, at times, left
unresolved.
From the first signal, whether new data, market dislocation or a divergence in views, through to scenario analysis and portfolio positioning, the…
The skinny
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