Latest / L&G Talks Asset Management
359: Where next for markets after a turbulent Q1?
Our expert panel discusses the remarkable shift in the market narrative, which has accompanied a rotation away from some of the best-performing assets of 2024, and what investors can expect over the coming months.
During the episode, our latest CIO call, our speakers are Sonja Laud, our Global Chief Investment Officer; Colin Reedie, Head of Active Strategies; Jason Becker, Head of US Credit strategy, Asset Management, America; and Tim Drayson, Head of Economics.
Among other points, they cover:
How shifts in US and European policy are likely to affect the global economy
The reasons behind the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.