A 3-minute watch. 

Returning to the hot seat is LGIM’s head of retail multi-asset Justin Onuekwusi, who warns investors about the “concentration conundrum” in global equities, particularly within big tech. 

Building on debates discussed around the FAANGs, Justin worries that investors are simply not diversified enough.

Also in the video, Justin talks about the evolution of cost pressures in asset management, and outlines how LGIM is approaching ESG.