303: Charting real assets in 2024 and beyond

After a dramatic 2023, what could 2024 hold for investors in real assets? And what are the key megatrends that will determine performance, both for this year and the rest of the decade? Rob Martin, LGIM’s Global Head of Investment Strategy and Research for Real Assets, and Lushan Sun, Private Credit Research Manager, 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. 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.