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
Sep 7, 2023 • 26min
284: In Conversation with… Andrzej Pioch
To celebrate 10 years of LGIM’s Multi-Index strategies, we catch up with fund manager Andrzej Pioch who shares his career story, achievements and lessons learnt over the past decade, and hopes for a more inclusive industry as co-chair of the L&GBT Allies Network.
For professional investors only. Capital at risk.
Sep 4, 2023 • 19min
283: US jobs data, Chinese equities and high yield
Why were investors happy with the latest US jobs data? Have we reached ‘peak pessimism’ in terms of Chinese equities? And what are generous yields in the high-yield bond space telling us? Ben Bennett explains all.
This episode was hosted by Frances Watson, Content Manager.
All data is sourced from Eikon as at 01 September 2023 unless otherwise stated.
For professional investors only. Capital at risk.
Sep 1, 2023 • 35min
282: Biodiversity and why we haven’t hit ‘peak ESG’ – the CIO call
Why does biodiversity loss pose material risks to investors – and what are we at LGIM doing about them?
In our latest CIO call, hosted by Sonja Laud, LGIM’s Chief Investment Officer, we answer this question as Lewis Pugh, UNEP Patron of the Oceans and LGIM’s global partner, swims the length of the Hudson river to highlight the threats to biodiversity.
Sonja is joined by Amelia Tan, Head of Responsible Investment Strategy, and Alexander Burr, ESG Policy Lead. We also discuss:
The outlook for the global economy and markets into year end
Water quality and water security
Why despite the increasing politicisation of the debate, we don’t believe we’ve reached ‘peak ESG’
The podcast was recorded on 31 August and is moderated by Max Julius, Head of Content.
Source for Ecuador’s debt-for-nature swap: https://www.ft.com/content/e895761d-63c6-44e7-84d8-ca6dd89a6a20
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.
Aug 29, 2023 • 21min
281: The power of partnerships: Endgame Solutions and Pension Risk Transfer
In this latest edition of LGIM Talks we take a road trip over to our partners in Legal & General’s Pension Risk Transfer (PRT) business, where Roshni Sakaria, Actuarial Manager, LGRI, welcomes Adrian Somerfield, Director, PRT, and Mat Webb, Head of Endgame Solutions, LGIM, who discuss how our PRT and investment management businesses work together to support schemes and explore the benefits of partnering with an insurer. This podcast was published with the kind permission of LGRI. A link to the full range of PRT podcasts is available here:https://www.legalandgeneral.com/institutional/pension-risk-transfer/knowledge-centre/videos/The-PRT-podcast/For professional investors only. Capital at risk.
Aug 10, 2023 • 35sec
280: Happy holidays from LGIM Talks!
We’re taking a short break from the pod but we’ll be back late August with more news and views from across our investment teams.
Aug 3, 2023 • 21min
279: US rating downgrade, UK rates and a raft of data - Market Talk
In this episode, Ben Bennett talks through the implications of the recent downgrade in US sovereign debt, further rate tightening from the UK and elsewhere and the reasons behind China’s equity rally.
All data sourced from Eikon as at 01 August 2023.
This episode was hosted by Frances Watson, Content Manager and was recorded on 02 August 2023.
Jul 27, 2023 • 12min
278: UK interest rate rises – what do they mean for individuals, businesses and house prices?
Having been the first major developed world central bank to raise interest rates in the aftermath of the COVID-19 pandemic, the last 18 months have seen the Bank of England deliver 13 consecutive interest rates rises, from 0.1% to today’s rate of 5%. In this latest edition of LGIM Talks our Global Economist, James Carrick, discusses the steep rise in UK interest rates and the potential implications for businesses, households and the UK housing market.
This podcast was recorded on 25 July 2023 and is hosted by Anthony Penson, Institutional Content Manager.
For professional investors only. Capital at risk.
Jul 20, 2023 • 18min
277: Quality time: what are quality equities, and how can investors gain exposure?
ETF Analyst Elisa Piscopiello explains how quality is defined in systematic investment strategies, and how portfolios can be constructed to capture quality companies.This podcast is hosted by Harry Brooks, Content Manager.All data sourced from Bloomberg as at July 2023 unless otherwise stated.For professional investors only. Capital at risk.
Jul 13, 2023 • 18min
276: Inflation prints, fiscal rules and the G20 – Market Talk
Is the latest US CPI print a potential game changer for investors? Why aren’t credit spreads pricing in more recession risk? And why do Eurozone countries need to restore their fiscal rules? Chris Jeffery, LGIM’s Head of Rates and Inflation Strategy explains all.
This podcast is hosted by Frances Watson, Content Manager.
For professional investors only. Capital at risk.
Jul 5, 2023 • 36min
275: Public and private credit: the CIO outlook
Sonja Laud, LGIM’s Chief Investment Officer, and fellow experts in the field of public and private credit, discuss implications for asset classes against the backdrop of an investment world characterised by a rising risk-free rate. Other topics covered include the question of illiquidity in private markets, attitudes to risk, the limited extent to which fixed income can be protected from the ravages of inflation and, given Wimbledon week, a tip for Desert Island Discs aficionados.Sonja is joined by:Mark Benstead, Head of Active Credit SolutionsStu Hitchcock, Head of Portfolio Management, Private CreditThis podcast is hosted by Frances Watson, Content Manager.All data sourced from Bloomberg as at July 2023 unless otherwise stated.For professional investors only. Capital at risk.
