In this insightful discussion, Sonja Laud, the Global Chief Investment Officer at Legal & General Investment Management, is joined by Christopher Jeffery, Head of Macro Strategy, Colin Reedy, Head of Active Strategies, and Robin Martin, Global Head of Investment Strategy & Research. They explore the implications of AI-driven capital expenditure and government debt, the '2-2' US growth scenario, and the impact of the Ukraine war on markets. The panel also dives into investment opportunities in digital infrastructure and warns of fiscal risks, making this a must-listen for forward-thinking investors.
