208: Contrarian views, geopolitics and ESG questions – the CIO call

In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discussed the complex market environment facing investors, with a focus on inflation, earnings season and the long-term implications of the conflict in Ukraine. Sonja was joined by: Madeleine King, Head of Research and Engagement John Roe, Head of Multi-Asset funds The episode was hosted by Max Julius, Head of Content, and was recorded today. Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM Blog for more insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.