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328: UK election special: our experts discuss investor implications
Manage episode 427369362 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.
The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of a change of politicians, for investors the key issues remain the same – namely the rise of geopolitics, immigration, deglobalisation and fiscal versus monetary policy.
In this podcast, our panel of experts - Sonja Laud, Chief Investment Officer, James Carrick, Global Economist and Chris Jeffery, Head of Macro Strategy - discuss the issues facing today’s investor, while concluding that, given combined risks have increased, our preference, as ever, is to achieve the right mix of uncorrelated asset classes and return profiles.
This podcast is hosted by Mark Johnson, Head of UK Institutional & Wholesale and was recorded on 05 July 2024.
For professional investors only. Capital at risk.
In this podcast, our panel of experts - Sonja Laud, Chief Investment Officer, James Carrick, Global Economist and Chris Jeffery, Head of Macro Strategy - discuss the issues facing today’s investor, while concluding that, given combined risks have increased, our preference, as ever, is to achieve the right mix of uncorrelated asset classes and return profiles.
This podcast is hosted by Mark Johnson, Head of UK Institutional & Wholesale and was recorded on 05 July 2024.
For professional investors only. Capital at risk.
334 episodes
Share
Manage episode 427369362 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.
The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of a change of politicians, for investors the key issues remain the same – namely the rise of geopolitics, immigration, deglobalisation and fiscal versus monetary policy.
In this podcast, our panel of experts - Sonja Laud, Chief Investment Officer, James Carrick, Global Economist and Chris Jeffery, Head of Macro Strategy - discuss the issues facing today’s investor, while concluding that, given combined risks have increased, our preference, as ever, is to achieve the right mix of uncorrelated asset classes and return profiles.
This podcast is hosted by Mark Johnson, Head of UK Institutional & Wholesale and was recorded on 05 July 2024.
For professional investors only. Capital at risk.
In this podcast, our panel of experts - Sonja Laud, Chief Investment Officer, James Carrick, Global Economist and Chris Jeffery, Head of Macro Strategy - discuss the issues facing today’s investor, while concluding that, given combined risks have increased, our preference, as ever, is to achieve the right mix of uncorrelated asset classes and return profiles.
This podcast is hosted by Mark Johnson, Head of UK Institutional & Wholesale and was recorded on 05 July 2024.
For professional investors only. Capital at risk.
334 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
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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continue reading
Welcome to The Clever Investor Show, where your host, Cody Sperber, a seasoned real estate investor and educator, becomes your definitive source for everything in real estate investing and entrepreneurship. Each episode features conversations with giants in the industry like Grant Cardone, known for his real estate investor status; Wes Watson, sharing strategies for success; Eric Spofford, focusing on business growth and niche real estate markets; Pace Morby, a creative financing expert; and ...
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
Player FM - Podcast App
Go offline with the Player FM app!
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