On 23rd June, UK voters will decide whether they wish to remain in, or leave, the European Union. Opinion polls suggest that the referendum is likely to be a close-run contest. As the dust starts to settle on the day after the vote, join LGIM’s asset allocation team at 3:30pm on Friday 24th to discuss the impact and implications. Hetal Mehta, our UK and European economist, will outline her economic roadmap for the UK over the months ahead. Chris Jeffery, one of our asset allocation strategists, will focus on the initial and prospective market reaction.
RecordedJun 24 201632 mins
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Fund Manager, Justin Onuekwusi presents the latest performance of the funds and their positioning and Global Economist, James Carrick provides an outlook for 2018.
What has happened to markets over the past year? (1:34)
Asset class performance in 2017 (3:22)
Multi-Index performance review (6:46)
Where are we in the economic cycle? (8:23)
Global growth and inflation (9:41)
Asset allocation views (15:09)
A summary of our position (26:18)
Gavin Launder - European Trust Q4 update and 2018 outlook
Lead Fund Manager Gavin Launder discusses the drivers of strong fund performance in 2017. He expects momentum to continue into 2018, with equity markets supported by synchronised global growth and M&A activity.
Emiel van den Heiligenberg, Tim Drayson and Chris Jeffery
LGIM’s Asset Allocation Team will give an overview of their market outlook for 2018, where they see potential risks and opportunities across the themes of politics, policy and (market) peaks, with time for live questions from the audience.