15 Jan 2024 1 min read

Podcast: Charting real assets in 2024 and beyond


Identifying both the short- and long-term drivers of change.


And what are the key megatrends that will determine performance, both for this year and the rest of the decade?

In this week’s podcast Rob Martin, LGIM’s Global Head of Investment Strategy and Research for Real Assets, and Private Credit Research Manager Lushan Sun break down how the Christmas market rally has changed the outlook for 2024 – and the four key themes they see as defining the winning portfolios of 2030.

You can listen to this episode on: Apple Podcasts, Audioboom and Spotify.

For more detail, you can read our Real Assets outlook for 2024 here, and our 2024 outlook for private credit here.

This podcast is moderated by Andrew Lowry, European Content Manager.

For professional investors only. Capital at risk.

All data is sourced from Bloomberg as at 31 December 2023 unless otherwise stated.     


LGIM contributors