L&G Talks Asset Management 258: Banking sector stress – what do investors need to know?
Mar 17, 2023
45:51
We’ve held a special live webinar with our clients to discuss the pressure on the global banking sector – and on European lenders in particular – following the closure of SVB, the biggest US bank failure since 2008.
This episode is a recording of that webinar, which was hosted by Sonja Laud, LGIM’s Chief Investment Officer, on 17 March.
Sonja was joined by Colin Reedie, Head of Active Strategies; Christopher Jeffery, Head of Rates & Inflation Strategy; and Dan Lustig, Senior Credit Analyst. Among other things, the panel discussed:
- Whether the challenges faced by Credit Suisse* are idiosyncratic or systemic
- How this volatility might affect the overall market outlook
- What it means for monetary policy
- How we at LGIM are positioning
The webinar was moderated by Max Julius, Head of Content.
Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM Blog for more insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.
For professional investors only. Capital at risk.
*For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.