Podcast: Our midyear investment outlook – the CIO call

This special episode marks the publication of our Midyear Global Outlook, which takes stock of the extraordinary first half of 2026 for investors – and offers insights as to what may follow. Topics covered include:

• The interplay between AI acceleration and geopolitical fragmentation
• What a raft of blockbuster IPOs mean for index investors
• How AI is fundamentally reshaping dynamics across industries
• The outlook for private credit

During the episode, Emiel van den Heiligenberg, our global CIO, is joined by:

• David Barron, Global Head of Index and ETFs
• Stuart Hitchcock, Head of Portfolio Management, Private Credit
• Colin Reedie, Head of Active Strategies
• Jason Shoup, Co-head of Fixed Income and CIO, L&G – Asset Management, America

Our panel also share what they are planning to read and watch over the summer.

The podcast was recorded on June 9 and was moderated by Max Julius, Head of Content, L&G – Asset Management.

Disclosures

Legal & General Investment Management America, Inc. (d/b/a L&G – Asset Management, America) is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). L&G – Asset Management, America provides investment advisory services to U.S. clients. L&G’s asset management business more broadly—and the non-L&G – Asset Management, America affiliates that comprise it —are not registered as investment advisers with the SEC and do not independently provide investment advice to U.S. clients. Registration with the SEC does not imply any level of skill or training. L&G – Asset Management refers to the global asset management business of L&G Group PLC.

This material is intended to provide only general educational information and market commentary. Views and opinions expressed herein are as of the date set forth above and may change based on market and other conditions. The material may not be reproduced or distributed. The material is for informational purposes only and is not intended as a solicitation to buy or sell any securities or other financial instrument or to provide any investment advice or service. L&G – Asset Management, America does not guarantee the timeliness, sequence, accuracy or completeness of information included. Past performance should not be taken as an indication or guarantee of future performance and no representation, express or implied, is made regarding future performance.

Certain of the information contained herein represents or is based on forward-looking statements or information, including descriptions of anticipated market changes and expectations of future activity. Forward-looking statements and information are inherently uncertain and actual events or results may differ from those projected. Therefore, undue reliance should not be placed on such forward-looking statements and information. There is no guarantee that L&G – Asset Management, America’s investment or risk management processes will be successful. 

Unless otherwise stated, references herein to "L&G", "we" and "us" are meant to capture the global conglomerate that includes Legal & General Investment Management Ltd. (a U.K. FCA authorized adviser), Legal & General Investment Management America, Inc. (a U.S. SEC registered investment adviser) Legal & General Investment Management Asia Limited (a Hong Kong SFC registered adviser) , Legal & General Investment Management Japan KK (licensed by the FAS in Japan), and LGIM Singapore Pte. Ltd. (licensed by the MAS in Singapore).