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
Jun 29, 2023 • 28min
274: Artificial intelligence, investing, and you
The last six months have seen an explosion of interest in artificial intelligence, with excitement around the technology almost single-handedly driving a rally in the S&P 500.Where could this exciting new technology be taking us? What do investors need to know about its potential? And how can we distinguish between hype and actionable insights?To find out, this week we sit down with Nelson Nery, a Senior Fixed Income Fund Manager here at LGIM and holder of a PhD in mathematics, Aude Martin, Senior ETF Investment Specialist, and we are happy to welcome Matthew Griffin, Founder and CEO of the 311 institute. This episode is hosted by Andrew Lowry, European Content Manager.Source for data: ROBO Global, CapitalIQ data as of 20 June 2023. Calculation method: median, NTMFor professional investors only. Capital at risk.
Jun 23, 2023 • 22min
273: From headaches to hedges: the role of an asset allocator
With major asset classes no longer positively correlated, has calm been restored for the asset allocator? Or is persistent inflation still the cause of major headaches? And given the volatility in bonds, should investors be redefining the term safe haven? Chris Teschmacher, Fund Manager, Asset Allocation, gives us his thoughts.
This episode is hosted by Frances Watson, Content Manager.
All data is sourced from Bloomberg, unless otherwise stated.
For professional investors only. Capital at risk.
Jun 15, 2023 • 18min
272: LGIM’s seventh Climate Impact Pledge
LGIM’s Climate Impact Pledge is our promise to help investee companies tackle climate change and transition to a low-carbon economy. Our approach combines positive engagement with voting sanctions and divestment.In our seventh Pledge, we’ve raised our expectations. We’ve covered more companies than ever in our quantitative assessment, and delved into greater depth than before in our direct engagements. Over the past year, we zeroed in on lobbying and biodiversity and continued to push for companies to set and meet climate targets.In this podcast, taken from a live session, Laura Brown, Head of Client and Sustainability Solutions, is joined by Stephen Beer, Senior Manager, Sustainability and Responsible Investment and ESG Analysts, Anna Hirai and Cristy Rodriguez, to discuss the highs and lows of our climate engagement efforts, and why the past year has been a little different.For professional investors only. Capital at risk.
Jun 6, 2023 • 17min
271: US tightening, China easing - Market Talk
Why is the US having to withdraw liquidity from the system? But why have the Chinese authorities taken to targeted stimulus? What’s the oil price and yield curve telling us that equities aren’t? And why the differential between US tech stocks and their Chinese counterparts? Ben Bennett, Investment Strategist APAC, explains all.
This podcast was hosted by Frances Watson, Content Manager.
For professional investors only. Capital at risk.
Jun 1, 2023 • 36min
270: Real assets reset – the CIO call
In this month’s call, Sonja Laud, LGIM’s Chief Investment Officer, outlines the next focus areas for investors going into the second half of 2023 in light of the recent agreement being reached on the raising of the US debt ceiling. Other key topics include the implications of a slowing Chinese economy, the state of the UK commercial real estate market and the risks and rewards of allocating investor capital to long-term infrastructure projects. Sonja is joined by:
Bill Hughes, Global Head of Real Assets
Bill Page, Head of Real Estate Research
Frances Watson, Content Manager
Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to your podcasts.For professional investors only. Capital at risk.
May 23, 2023 • 16min
269: Debt ceiling, FAANGs and football pitches - Market Talk
Against a backdrop of somewhat quieter markets, we ask what are short-term Treasuries telling us about debt ceiling negotiations? What’s behind the strong performance of US technology stocks? And why does China need to revitalise its property sector? Ben Bennett explains all.
This episode is hosted by Frances Watson, Content Manager.
All data sourced from Eikon as at 22 May.
For professional investors only. Capital at risk.
May 17, 2023 • 15min
268: Spotlight on European credit
With bonds and equities falling in tandem, 2022 was an exceptional year for the financial markets. As we approach 2023’s halfway point, have we returned to ‘normal’? And what does the recent volatility in the banking sector mean for investors in European fixed income assets?
Andrew Lowry, European Content Manager, sits down with LGIM’s Head of Euro Credit Marc Rovers to find out.
May 11, 2023 • 17min
267: Blog on the pod: is water the most overlooked natural resource?
It’s easy to take clean running water for granted, but climate change, population growth and infrastructure failings mean demand will increasingly outstrip supply. Elisa Piscopiello, ETF Analyst at LGIM, explains the role of technology in addressing the problem, and shares some water-saving tips to use at home.
This podcast is hosted by Harry Brooks, Content Manager.
All data is from Eikon as at 5 May 2023 unless otherwise stated.
For professional investors only. Capital at risk.
May 4, 2023 • 18min
266: Central bank deluge, China and coronation quiche - Market Talk
Against a background of macroeconomic uncertainty, are central bankers right to hike interest rates? Is China’s post-COVID recovery still on track? And what’s the verdict on the coronation quiche? Ben Bennett, Investment Strategist APAC, explains all.
This call is hosted by Frances Watson, Content Manager.
All data is sourced from Eikon as at 03 May 2023.
For professional investors only. Capital at risk.
Apr 25, 2023 • 26min
265: Active ownership in action
To coincide with the launch of LGIM’s 12th annual Active Ownership report, we discuss the depth and breadth of our work in 2022 on the issues of deforestation, biodiversity, cybersecurity and the effect of climate change on real assets, while also discussing what’s front of mind for 2023.
Panellists include:
Michael Marks, Head of Investment Stewardship and Responsible Investment Integration
Amelia Tan, Head of Responsible Investing Strategy for Investments
Shuen Chan, Head of Responsible Investment & Sustainability, LGIM Real Assets
This podcast is hosted by Frances Watson, Content Manager.
All numbers quoted in this podcast are from LGIM’s Active Ownership report, 2022. The 50% statistic regarding The Dolphin Shopping Centre, Pool is NHS Dorset, as at March 2023.
For professional investors only. Capital at risk.
