<div>After a dramatic 2023, what could 2024 hold for investors in real assets?</div>
<br>
<div>And what are the key megatrends that will determine performance, both for this year and the rest of the decade?</div>
<br>
<div>Rob Martin, LGIM’s Global Head of Investment Strategy and Research for Real Assets, and Lushan Sun, Private Credit Research Manager, break down how the Christmas market rally has changed the outlook for 2024 – and the four key themes they see as defining the winning portfolios of 2030.</div>
<br>
<div>This podcast is moderated by Andrew Lowry, European Content Manager.</div>
<br>
<div>For professional investors only. Capital at risk.</div>
<br>
<div>All data is sourced from Bloomberg as at 31 December 2023 unless otherwise stated.</div>

After a dramatic 2023, what could 2024 hold for investors in real assets? And what are the key megatrends that will determine performance, both for this year and the rest of the decade? Rob Martin, LGIM’s Global Head of Investment Strategy and Research for Real Assets, and Lushan Sun, Private Credit Research Manager, break down how the Christmas market rally has changed the outlook for 2024 – and the four key themes they see as defining the winning portfolios of 2030. This podcast is moderated by Andrew Lowry, European Content Manager. For professional investors only. Capital at risk. All data is sourced from Bloomberg as at 31 December 2023 unless otherwise stated.

After a dramatic 2023, what could 2024 hold for investors in real assets?
<br>
And what are the key megatrends that will determine performance, both for this year and the rest of the decade?
<br>
Rob Martin, LGIM’s Global Head of Investment Strategy and Research for Real Assets, and Lushan Sun, Private Credit Research Manager, break down how the Christmas market rally has changed the outlook for 2024 – and the four key themes they see as defining the winning portfolios of 2030.
<br>
This podcast is moderated by Andrew Lowry, European Content Manager.
<br>
For professional investors only. Capital at risk.
<br>
All data is sourced from Bloomberg as at 31 December 2023 unless otherwise stated.

303: Charting real assets in 2024 and beyond

<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>
 <br>
To find out more, visit <a href="https://am.landg.com/en-uk/institutional/insights/">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>
 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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<br>
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303: Charting real assets in 2024 and beyond

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