L&G Talks Asset Management
L&G
What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.
From Trump's tariffs to irrational investors, L&G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.
To find out more, visit https://am.landg.com/en-uk/institutional/insights/
L&G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.
This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&G. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.
From Trump's tariffs to irrational investors, L&G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.
To find out more, visit https://am.landg.com/en-uk/institutional/insights/
L&G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.
This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&G. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.
Episodes
Mentioned books
Nov 9, 2023 • 21min
294: Are companies really making progress on ESG?
Ahead of the publication of a major study of long-term ESG trends, LGIM’s Head of Index Solutions Fadi Zaher discusses the biggest findings from the research. Overall, it’s a positive story, with the global aggregate ESG score rising significantly over the past 14 years. However, there are also some significant differences between different regions, sectors and ESG themes, which reveal a complex interwoven narrative.This episode is hosted by Harry Brooks, Content Manager.All data is sourced from Insights from LGIM’s forthcoming whitepaper 14 years of ESG data: A long-term study of ESG score changes across regions, sectors and themes, unless otherwise stated.For professional investors only. Capital at risk.
Nov 2, 2023 • 36min
293: What AI means for investors
The explosive launch of ChatGPT in late 2022 highlighted the immense potential of artificial intelligence. In our latest CIO call, we discuss the implications for investors from the technology ushering in a new industrial revolution.During the episode, Sonja Laud, LGIM’s CIO, is joined by Aanand Venkatramanan, Head of ETFs, EMEA; and Robert White, Fund Manager within our Active Strategies team. The panel also discuss:
The companies most likely to benefit – and that have the most to lose
How AI might disrupt the asset management industry
The ‘enabler’ sectors at the forefront of the AI ecosystem
The broader market outlook, in light of further weakness in risk assets, rising yields and the tragic conflict in the Middle East
This podcast accompanies the publication of our CIO autumn update, An AI inflection point, which contains investment insights on the technology from teams across LGIM. It was recorded on 31 October and is 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. 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.
Oct 26, 2023 • 17min
292: Higher yields, China stimulus and Singapore bound – Market Talk
In this episode, Ben Bennett, Investment Strategist APAC, explains what’s behind the lurch higher in bond yields and how that’s impacting other asset classes. He also explains why, this time, China stimulus may be more impactful than usual and reveals what’s behind his upcoming trip to Singapore.This episode is hosted by Frances Watson, Content Manager.All data is sourced from Eikon as at 24 October 2023, unless otherwise stated.This podcast was recorded before the announcement of Mike Johnson as Speaker of the House of Representatives.For professional investors only. Capital at risk.
Oct 19, 2023 • 16min
291: How could UK real estate perform after repricing?
This week LGIM Talks sits down with Bill Page, Head of Real Estate Research at LGIM Real Assets. As in many markets, British real estate has been undergoing a brutal period of repricing. But could the UK be closer to the end of this process than other countries? As the return to the office either gathers pace or stalls, depending on who you consult, we discuss the structural factors that could determine the next stage of evolution for an asset class in flux.This episode is hosted by Andrew Lowry, European Content Manager.For professional investors only. Capital at risk.
Oct 13, 2023 • 18min
290: Spotlight on strategic bonds strategies
In this episode, LGIM fund managers Matthew Rees and Francis Chua discuss the evolution of strategic bond strategies and what’s in store in the future, with Mat providing insight on how he runs his portfolio, and Francis sharing his thoughts as a fund selector.
This episode was recorded on 12 October 2023.
For professional investors only.
Oct 5, 2023 • 17min
289: Bond jitters, heightened vol, crowding out – Market Talk
Against a background of heightened volatility and bond market jitters, in this episode, Ben Bennett, discusses the possible reasons behind the sharp rise in bond yields over the past few days, the rising cost of borrowing, and the crowding out effect of higher bond yields on credit and equities. This episode is hosted by Frances Watson, Content Manager, and was recorded before the ADP jobs report.All data is sourced from Refinitiv as at 03 October 2023.For professional investors only. Capital at risk.
Sep 28, 2023 • 40min
288: What do ‘higher for longer’ rates mean for markets?
Following a momentous month for central banks, Sonja Laud, LGIM’s CIO, discusses with her expert panel whether we’ve reached peak interest rates and what to expect from markets into year end, with a focus on the outlook for the US.
Sonja is joined by Jason Shoup, CIO at LGIM America, and Tim Drayson, LGIM’s Head of Economics. The panel also discusses:
What to watch for in the run-up to the 2024 US presidential election
The biggest potential opportunities and risks we see in US bond markets
The type of ‘landing’ markets are pricing for the US economy – and what we anticipate
What’s top of mind for Asian investors, following Sonja’s recent trip to Singapore and Hong Kong
What we’ve been watching and reading recently
The podcast was recorded on 27 September and is 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. 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.
Sep 21, 2023 • 20min
287: Positively charged: lithium and the electric vehicle revolution
Batteries have a critical role to play in the transition to net zero, with the rapid rise of electric vehicles demonstrating how far the technology has evolved in just a few years.
Head of Pooled Index Strategy Michael Stewart and ETF Analyst Elisa Piscopiello discuss the highlights from their new white paper: The battery value-chain: how batteries and lithium are powering the energy transition.
This episode was hosted by Harry Brooks, Content Manager.
Sources quoted can be found in our white paper:
https://www.lgim.com/uk/en/insights/esg-and-long-term-themes/whitepaper-how-batteries-and-lithium-are-powering-the-energy-transition/
For professional investors only. Capital at risk.
Sep 14, 2023 • 15min
286: Stagflation, Japan and typhoons - Market Talk
With China experiencing deflation, and as Europe starts to encounter sticky inflation and slowing growth, is the US the only bright spot in the global economy right now? Is the curtain finally falling on the era of negative interest rates in Japan? And has Hong Kong become the latest victim of climate change? Ben Bennett, Investment Strategist APAC, explains all.This episode was hosted by Frances Watson, Content Manager and was recorded before the US CPI data print.For professional investors only. Capital at risk.
Sep 11, 2023 • 25min
285: How LGIM votes: lifting the lid on AGM season
With AGM season wrapped up for companies around the world, our Investment Stewardship experts discuss how LGIM voted on key issues in 2023.
LGIM’s Investment Stewardship team exercises voting rights globally across our active and index strategies, holding companies to account on the ESG issues that matter most to our clients.
So, what was top of the agenda for investors in 2023? And how can LGIM drive meaningful change through votes?
In this episode, Jeannette Andrews, Senior Global ESG Manager and John Hoeppner, Head of US Stewardship and Sustainable Investments answer these questions and more.
This episode was hosted by Jun Merrett, Content Manager.
For professional investors only. Capital at risk.
