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270: Real assets reset – the CIO call
Manage episode 364920456 series 2402082
Content provided by Audioboom and General Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and General Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this month’s call, Sonja Laud, LGIM’s Chief Investment Officer, outlines the next focus areas for investors going into the second half of 2023 in light of the recent agreement being reached on the raising of the US debt ceiling.
Other key topics include the implications of a slowing Chinese economy, the state of the UK commercial real estate market and the risks and rewards of allocating investor capital to long-term infrastructure projects. Sonja is joined by:
Other key topics include the implications of a slowing Chinese economy, the state of the UK commercial real estate market and the risks and rewards of allocating investor capital to long-term infrastructure projects. Sonja is joined by:
- Bill Hughes, Global Head of Real Assets
- Bill Page, Head of Real Estate Research
- Frances Watson, Content Manager
Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to your podcasts.
For professional investors only. Capital at risk.
For professional investors only. Capital at risk.
332 episodes
Share
Manage episode 364920456 series 2402082
Content provided by Audioboom and General Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and General Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this month’s call, Sonja Laud, LGIM’s Chief Investment Officer, outlines the next focus areas for investors going into the second half of 2023 in light of the recent agreement being reached on the raising of the US debt ceiling.
Other key topics include the implications of a slowing Chinese economy, the state of the UK commercial real estate market and the risks and rewards of allocating investor capital to long-term infrastructure projects. Sonja is joined by:
Other key topics include the implications of a slowing Chinese economy, the state of the UK commercial real estate market and the risks and rewards of allocating investor capital to long-term infrastructure projects. Sonja is joined by:
- Bill Hughes, Global Head of Real Assets
- Bill Page, Head of Real Estate Research
- Frances Watson, Content Manager
Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to your podcasts.
For professional investors only. Capital at risk.
For professional investors only. Capital at risk.
332 episodes
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Similar to LGIM Talks
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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…
continue reading
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continue reading
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continue reading
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