CIO outlook: Opportunities in adversity

In this outlook, we bring together teams from across LGIM to answer the key macro and market questions for our clients over different time horizons.

When contemplating what the final months of 2019 might have in store, we are probably similar to many other investors in feeling somewhat apprehensive, given the challenges we face: trade tensions, slowing growth, policy uncertainty and, of course, Brexit.

Looking further ahead, other issues come into focus that could also provoke concerns, namely the dramatic technological, environmental and demographic shifts already underway. But while we see both these near- and longer-term challenges as important risks to be considered, we also view them as opportunities to be grasped on behalf of our clients.

In this outlook, we bring together teams from across LGIM to answer key questions for our clients regarding the market and macro outlook over these different time horizons.