Join Jock Glover as he welcomes Andrzej Pioch, lead fund manager at Legal and General Investment Management, back into the podcast hot seat. Andrzej manages the Square Mile R-rated (recommended) L&G Multi-Index range and in this episode he shares his thoughts and learnings on markets over the last year, labelling for SDR and discusses whether we’re heading towards recession in the UK this year.

Don't have time to listen to the full episode, jump to your favourite part:

• 01:38: What have you learned from markets over the past twelve months?
• 04:07: Is there still a chance of a recession in the second half of this year?
• 05:55: How is your portfolio positioned relative to your long-term strategic asset allocation, and might that change with upcoming elections and other factors over the next six months?
• 10:36: Have you adjusted your portfolio's duration given current interest rates, or have you kept it neutral?
• 11:40: Regarding SDR and the anti-greenwashing rules, are you considering labelling the funds, and would that require changes to your portfolio construction?
• 15:14: Do you have an interesting statistic to share?
• 17:01: Do you seek specific tracker funds for more exposure in areas like technology, or is that too risky given your risk controls and volatility management?

This podcast was recorded in June 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

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