<div>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.</div>
<br>
<div>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.</div>
<br>
<div>Among other points, they cover:</div>
<br>
<ul>
<li>How shifts in US and European policy are likely to affect the global economy</li>
<li>The reasons behind the rotation currently underway in markets</li>
<li>The prospects for fixed income and equities in light of the murky macro outlook</li>
<li>Our own positioning within risk assets</li>
</ul>
<br>
<div>In addition, the speakers also share what they have been reading, watching and listening to recently.</div>
<br>
<div>The podcast was recorded on 26 March and was moderated by Max Julius, Head of Content.<br>
<br>
<em>For professional investors only. Capital at risk.</em>
</div>

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 rotation currently underway in markets The prospects for fixed income and equities in light of the murky macro outlook Our own positioning within risk assets In addition, the speakers also share what they have been reading, watching and listening to recently. The podcast was recorded on 26 March and was moderated by Max Julius, Head of Content. For professional investors only. Capital at risk.

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.
<br>
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.
<br>
Among other points, they cover:
<br>
<ul>
<li>How shifts in US and European policy are likely to affect the global economy</li>
<li>The reasons behind the rotation currently underway in markets</li>
<li>The prospects for fixed income and equities in light of the murky macro outlook</li>
<li>Our own positioning within risk assets</li>
</ul>
<br>
In addition, the speakers also share what they have been reading, watching and listening to recently.
<br>
The podcast was recorded on 26 March and was moderated by Max Julius, Head of Content.<br>
<br>
<em>For professional investors only. Capital at risk.</em>


359: Where next for markets after a turbulent Q1?

<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>
<br>
<br>
<br>
<br>
<br>

</div>

Business

Investing

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>
<br>
<br>
<br>
<br>
<br>



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359: Where next for markets after a turbulent Q1?

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