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254: Ukraine, geopolitical risk and mispriced markets – the CIO call
A year after Russia’s invasion of Ukraine, Sonja Laud, LGIM’s Chief Investment Officer, discusses what investors have learned about geopolitical risk and its interplay with markets in the wake of the tragic conflict that continues to this day.
Sonja is joined by Will Riley, Head of Solutions, and Ed Wicks, Head of Trading. The panel also cover:
Whether markets are mispricing the macroeconomic outlook
Overall market function and liquidity, following the unprecedented volatility of 2022
How we’re working with defined benefit pension schemes to ensure they’re resilient as possible in this market…
The skinny
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