23 Feb 2023 1 min read

Podcast: Ukraine, geopolitical risk and mispriced markets


In our monthly CIO call, we assess the current investment landscape, while digging into a few longer-term market themes.


A year after Russia’s invasion of Ukraine, Sonja Laud, LGIM’s Chief Investment Officer, discusses what investors have learned about geopolitical risk and its interplay with markets in the wake of the tragic conflict that continues to this day.

During the podcast, Sonja is joined by Will Riley, Head of Solutions, and Ed Wicks, Head of Trading. You can listen to the call on Apple Podcasts, Spotify and AudioBoom.

The panel also cover:

  • Whether markets are mispricing the macroeconomic outlook
  • Overall market function and liquidity, following the unprecedented volatility of 2022
  • How we’re working with defined benefit pension schemes to ensure they’re as resilient as possible in this market environment

The podcast was recorded on 22 February and is hosted by Max Julius, Head of Content.


LGIM contributors