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270: Real assets reset – the CIO call
In this month’s call, Sonja Laud, LGIM’s Chief Investment Officer, outlines the next focus areas for investors going into the second half of 2023 in light of the recent agreement being reached on the raising of the US debt ceiling.
Other key topics include the implications of a slowing Chinese economy, the state of the UK commercial real estate market and the risks and rewards of allocating investor capital to long-term infrastructure projects. Sonja is joined by:
Bill Hughes, Global Head of Real Assets
Bill Page, Head of Real Estate Research
Frances Watson, Content Manager
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The skinny
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