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
Feb 23, 2023 • 32min
254: Ukraine, geopolitical risk and mispriced markets – the CIO call
A year after Russia’s invasion of Ukraine, Sonja Laud, LGIM’s Chief Investment Officer, discusses what investors have learned about geopolitical risk and its interplay with markets in the wake of the tragic conflict that continues to this day.Sonja is joined by Will Riley, Head of Solutions, and Ed Wicks, Head of Trading. The panel also cover:
Whether markets are mispricing the macroeconomic outlook
Overall market function and liquidity, following the unprecedented volatility of 2022
How we’re working with defined benefit pension schemes to ensure they’re resilient as possible in this market environment
The podcast was recorded on 22 February and is hosted 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.
Feb 16, 2023 • 18min
253: Mixed signals from the US and China as the Bank of Japan appoints a new governor – Market Talk
After a strong start to year for both equities and credit in the US, has market sentiment become uncoupled from fundamentals? Why is China seemingly displaying the same pattern? And as the Bank of Japan appoints a new governor, what does this mean for its yield curve control policy – and global fixed income investors? Ben Bennett breaks down all the latest market-moving news.
This podcast is hosted by Andrew Lowry, European Content Manager.
All data sourced from Eikon as at 16 February 2023 unless otherwise stated.
For professional investors only. Capital at risk.
Feb 9, 2023 • 13min
252: Blog on the pod: What did we learn from the latest round of central bank action?
LGIM’s Senior European Economist Hetal Mehta breaks down the latest round of rate hikes from the Bank of England, ECB and Fed. After a winter of gloomy forecasts, did the messaging from the various central banks allow for some – cautious – optimism? And could the end of the current hiking cycle be in sight?
This podcast is hosted by Andrew Lowry, European Content Manager.
For professional investors only. Capital at risk.
Feb 3, 2023 • 18min
251: Blog on the pod: ‘Tis the season
Now that most companies have released their Q4 earnings statements Lars Kreckel, Global Equity Strategist in the Asset Allocation team, expands on his recent blog, formulating his thoughts on European and US earnings, the ‘r’ word and the effect of China’s reopening on global corporates.
The podcast is hosted by Frances Watson, Content Manager.
For professional investors only. Capital at risk.
Jan 31, 2023 • 17min
250: Rallies, soft landings and rate rises - Market Talk
What’s behind the latest rise in equities, bonds and credit? Is the glass half-full or half-empty when it comes to forecasting a US recession? And as China starts to reopen, has economic activity returned to full throttle? Ben Bennett explains all.This podcast is hosted by Frances Watson, Content Mananger.All data sourced from Eikon as at 30 January 2023 unless otherwise stated.For professional investors only. Capital at risk.
Jan 26, 2023 • 26min
249: How to pick a third-party fund manager
How does a fund manager pick a third-party fund manager? How important is performance, personality and positioning? In this episode, Justin Onuekwusi, Head of Retail Investments, EMEA was joined by Francis Chua, Fund Manager and Mireille Bensimon, Investment Analyst from LGIM’s Multi-Asset team, to discuss the key considerations for selecting external funds within our multi-asset portfolios. All UK equity data is sourced from Lipper as at 31 December 2022 unless otherwise stated. For professional investors only. Capital at risk.
Jan 19, 2023 • 27min
248: In conversation with Colin Reedie
LGIM’s Head of Active Strategies Colin Reedie is one of our most experienced investors. In this episode he breaks down his storied career, from his early days flying with the RAF to his more recent role navigating the rapidly evolving investment landscape. This episode is hosted by Andrew Lowry.For professional investors only. Capital at risk.
Jan 12, 2023 • 34min
247: Are we there yet?
Sonja Laud, LGIM’s Chief Investment Officer, and her expert panel discuss the outlook for the global economy and key asset classes in 2023, in our first CIO call of the year.
Amid a still-challenging macro and market context, we offer answers to the most pressing questions for investors: How bad might things get? And what could signal a turnaround?
Sonja is joined by Colin Reedie, Head of Active Strategies, and Tim Drayson, Head of Economics.
The podcast was recorded as a live client webinar on 12 January and is hosted 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.
Jan 5, 2023 • 18min
246: China reopening, falling US profits and dwindling European inflation – Market Talk
Where did Santa get to at the end of 2022? How will China’s economy fare in light of the easing of its COVID restrictions? And what was behind Japan’s recent move to abandon its yield curve control? Ben Bennett explains all in the first episode of Market Talk for 2023.
For professional investors only. Capital at risk.
Dec 15, 2022 • 22min
245: Real assets outlook
To say real assets – most notably the areas of real estate equity and private credit – have endured a challenging year may be somewhat of an understatement. That said, starting yields for private credit going into 2023 equate to those not seen in years while, in real estate equity, a recovery in certain sectors of the market may be more of a possibility as we head into 2023. Join Bill Page, Head of Real Estate Markets Research and Lushan Sun, Private Credit Research Manager as they talk volatility, voids and valuations. This episode is hosted by Frances Watson, Content Manager.All data is sourced from Bloomberg, MSCI as at December 2022 unless otherwise stated.For professional investors only. Capital at risk.
