Latest / L&G Talks Asset Management
346: 2025 outlook: US exceptionalism, political risk and non-consensus views
In a special podcast ahead of the publication of our 2025 global outlook, our experts offer key views across public and private markets in what promises to be yet another dramatic year for investors.
On our panel is Sonja Laud, Global CIO; Christopher Jeffery, Head of Macro Strategy; Colin Reedie, Head of Active Strategies; Rob Martin, Global Head of Investment Strategy & Research, Private Markets; and Howie Li, Global Head of Index and ETFs.
Among other points, they cover:
Key market dynamics over 2024 – and how they might evolve next year
What we expect from key asset classes within private…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.