<div>For this month’s call, CIO Sonja Laud is joined by two experts for an in-depth discussion on emerging market debt and equities. As the growth differential between emerging market and developed market economies stands at its highest level for ten years, the panel also discusses the need for investors to focus on the structural implications of the rapid shift in wealth from the West to the East. </div>
<br>
<div>Sonja is joined by Erik Leuth, Global Emerging Economist and Uday Patnaik, Head of Emerging Market Debt. Other topics covered by the panel include:</div>
<br>
<ul>
<li>A belief that equity markets, in particular, are too resilient given that recent banking stress has still to impact the real economy  </li>
<li>Why portfolio allocations to emerging markets are still small relative to the size of their underlying economies</li>
<li>The impact of a potentially weaker US dollar on EM currencies</li>
</ul>
<br>
<div>This podcast is moderated by Frances Watson, Content Manager.</div>
<br>
<div>All data is sourced from Bloomberg unless otherwise stated.</div>
<br>
<div>For professional investors only. Capital at risk.</div>

For this month’s call, CIO Sonja Laud is joined by two experts for an in-depth discussion on emerging market debt and equities. As the growth differential between emerging market and developed market economies stands at its highest level for ten years, the panel also discusses the need for investors to focus on the structural implications of the rapid shift in wealth from the West to the East. Sonja is joined by Erik Leuth, Global Emerging Economist and Uday Patnaik, Head of Emerging Market Debt. Other topics covered by the panel include: A belief that equity markets, in particular, are too resilient given that recent banking stress has still to impact the real economy Why portfolio allocations to emerging markets are still small relative to the size of their underlying economies The impact of a potentially weaker US dollar on EM currencies This podcast is moderated by Frances Watson, Content Manager. All data is sourced from Bloomberg unless otherwise stated. For professional investors only. Capital at risk.

For this month’s call, CIO Sonja Laud is joined by two experts for an in-depth discussion on emerging market debt and equities. As the growth differential between emerging market and developed market economies stands at its highest level for ten years, the panel also discusses the need for investors to focus on the structural implications of the rapid shift in wealth from the West to the East.&nbsp;
<br>
Sonja is joined by Erik Leuth, Global Emerging Economist and Uday Patnaik, Head of Emerging Market Debt. Other topics covered by the panel include:
<br>
<ul>
<li>A belief that equity markets, in particular, are too resilient given that recent banking stress has still to impact the real economy &nbsp;</li>
<li>Why portfolio allocations to emerging markets are still small relative to the size of their underlying economies</li>
<li>The impact of a potentially weaker US dollar on EM currencies</li>
</ul>
<br>
This podcast is moderated by Frances Watson, Content Manager.
<br>
All data is sourced from Bloomberg unless otherwise stated.
<br>
For professional investors only. Capital at risk.

264: Exploring emerging markets – the CIO call

<div>What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&amp;G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.<br>
 <br>
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.<br>
 <br>
From Trump's tariffs to irrational investors, <em>L&amp;G Talks Asset Management</em> dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.<br>
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To find out more, visit <a href="https://am.landg.com/en-uk/institutional/insights/">https://am.landg.com/en-uk/institutional/insights/<br>
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L&amp;G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&amp;G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.<br>
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 This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&amp;G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&amp;G. Legal &amp; General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal &amp; General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal &amp; General Investment Management.<br>
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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom. From Trump's tariffs to irrational investors, L&G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions. To find out more, visit https://am.landg.com/en-uk/institutional/insights/ L&G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans. This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&G. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&amp;G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.<br>
&nbsp;<br>
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.<br>
&nbsp;<br>
From Trump's tariffs to irrational investors, <em>L&amp;G Talks Asset Management</em> dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.<br>
&nbsp;<br>
To find out more, visit <a href="https://am.landg.com/en-uk/institutional/insights/" rel="noopener noreferrer">https://am.landg.com/en-uk/institutional/insights/<br>
</a><br>
L&amp;G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&amp;G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.<br>
<br>
&nbsp;This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&amp;G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&amp;G. Legal &amp; General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal &amp; General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal &amp; General Investment Management.<br>
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264: Exploring emerging markets – the CIO call

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