<description>&lt;div&gt;&lt;em&gt;This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. Topics covered include:&lt;/em&gt;&lt;/div&gt; &lt;br&gt; &lt;ul&gt; &lt;li&gt;&lt;em&gt;AI-driven capital expenditure and rising government borrowing&lt;/em&gt;&lt;/li&gt; &lt;li&gt;&lt;em&gt;What may need to happen to justify investor bullishness on AI&lt;/em&gt;&lt;/li&gt; &lt;li&gt;&lt;em&gt;Concentration risk in US and global equity markets&lt;/em&gt;&lt;/li&gt; &lt;li&gt;&lt;em&gt;Non-consensus market views for next year and beyond&lt;/em&gt;&lt;/li&gt; &lt;/ul&gt; &lt;br&gt; &lt;div&gt; &lt;em&gt;You can read the foreword and access the entire report here, on our &lt;/em&gt;&lt;a href="https://url.uk.m.mimecastprotect.com/s/LnIXCwmANHRAZBncVfLFJocz9?domain=blog.landg.com/"&gt;&lt;em&gt;blog&lt;/em&gt;&lt;/a&gt;&lt;em&gt;. During the episode, &lt;/em&gt;&lt;strong&gt;&lt;em&gt;Sonja Laud&lt;/em&gt;&lt;/strong&gt;&lt;em&gt;, our global CIO, is joined by:&lt;/em&gt; &lt;/div&gt; &lt;br&gt; &lt;ul&gt; &lt;li&gt; &lt;strong&gt;&lt;em&gt;Christopher Jeffery&lt;/em&gt;&lt;/strong&gt;&lt;em&gt;, Head of Macro Strategy&lt;/em&gt; &lt;/li&gt; &lt;li&gt; &lt;strong&gt;&lt;em&gt;Colin Reedie&lt;/em&gt;&lt;/strong&gt;&lt;em&gt;, Head of Active Strategies&lt;/em&gt; &lt;/li&gt; &lt;li&gt; &lt;strong&gt;&lt;em&gt;David Barron&lt;/em&gt;&lt;/strong&gt;&lt;em&gt;, Global Head of Index and ETFs&lt;/em&gt; &lt;/li&gt; &lt;li&gt; &lt;strong&gt;&lt;em&gt;Robin Martin&lt;/em&gt;&lt;/strong&gt;&lt;em&gt;, Global Head of Investment Strategy &amp;amp; Research, Private Markets&lt;/em&gt; &lt;/li&gt; &lt;/ul&gt; &lt;br&gt; &lt;div&gt;&lt;em&gt;Our panel also share what they are planning to read, watch and listen to over the holidays.&lt;/em&gt;&lt;/div&gt; &lt;br&gt; &lt;div&gt; &lt;em&gt;The podcast was recorded on 9 December and was moderated by &lt;/em&gt;&lt;strong&gt;&lt;em&gt;Max Julius&lt;/em&gt;&lt;/strong&gt;&lt;em&gt;, Head of Content.&lt;/em&gt; &lt;/div&gt; &lt;br&gt; &lt;div&gt;&lt;em&gt;For professional investors only. Capital at risk.&lt;/em&gt;&lt;/div&gt; </description>

L&G Talks Asset Management

L&G

389: Our 2026 investment outlook – the CIO call

DEC 11, 202541 MIN
L&G Talks Asset Management

389: Our 2026 investment outlook – the CIO call

DEC 11, 202541 MIN

Description

<div><em>This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. Topics covered include:</em></div> <br> <ul> <li><em>AI-driven capital expenditure and rising government borrowing</em></li> <li><em>What may need to happen to justify investor bullishness on AI</em></li> <li><em>Concentration risk in US and global equity markets</em></li> <li><em>Non-consensus market views for next year and beyond</em></li> </ul> <br> <div> <em>You can read the foreword and access the entire report here, on our </em><a href="https://url.uk.m.mimecastprotect.com/s/LnIXCwmANHRAZBncVfLFJocz9?domain=blog.landg.com/"><em>blog</em></a><em>. During the episode, </em><strong><em>Sonja Laud</em></strong><em>, our global CIO, is joined by:</em> </div> <br> <ul> <li> <strong><em>Christopher Jeffery</em></strong><em>, Head of Macro Strategy</em> </li> <li> <strong><em>Colin Reedie</em></strong><em>, Head of Active Strategies</em> </li> <li> <strong><em>David Barron</em></strong><em>, Global Head of Index and ETFs</em> </li> <li> <strong><em>Robin Martin</em></strong><em>, Global Head of Investment Strategy &amp; Research, Private Markets</em> </li> </ul> <br> <div><em>Our panel also share what they are planning to read, watch and listen to over the holidays.</em></div> <br> <div> <em>The podcast was recorded on 9 December and was moderated by </em><strong><em>Max Julius</em></strong><em>, Head of Content.</em> </div> <br> <div><em>For professional investors only. Capital at risk.</em></div>