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
Dec 12, 2022 • 18min
244: Thematic investing: a look back on 2022 and our longer-term outlook
Markets have been volatile in 2022, but how have thematic investments fared? And looking to 2023 and beyond, which thematic areas might take centre stage given technological developments, the geopolitical landscape and market forces? Join Aude Martin and Tobias Merfeld from LGIM’s ETF investment team for a wide-ranging conversation on thematic investment this year, next year and beyond.
This episode is hosted by Harry Brooks, Content Manager.
Sources:
· Cyber security spending forecast for 2023: https://www.cybersecuritydive.com/news/security-spending-balloons/634365/#:~:text=Gartner%20predicts%20organizations%20will%20spend,%247.5%20billion%20in%202023%20spending.
· Battery demand forecast: https://source.benchmarkminerals.com/article/200-billion-needed-to-meet-battery-cell-demand-by-2030
· Renewable energy forecast: Bloomberg New Energy Finance, New Energy Outlook 2022
· Cloud protection forecasts: https://www.cybersecuritydive.com/news/security-spending-balloons/634365/
For professional investors only. Capital at risk.
Dec 8, 2022 • 33min
243: What to expect in 2023 – the CIO call
In our final CIO call of the year, Sonja Laud, LGIM’s Chief Investment Officer, discusses the key themes that have dominated 2022 for investors and surveys the market landscape in 2023.
Key topics covered include the economic outlook, energy security, central bank policy, thematic investing and the prospects for different asset classes. Sonja is joined by:
Emiel van den Heiligenberg, Head of Asset Allocation
Howie Li, Head of Index and ETFs
Max Julius, Head of Content
At the end of the podcast, which was recorded on 7 December, our speakers also offer viewing and reading recommendations for the holidays.
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.
Dec 1, 2022 • 18min
242: Looking back and looking forward – Market Talk
Just how badly have asset classes performed in 2022? And where next for bonds, credit and equities given investors start 2023 with a decent yield cushion? In view of the current tightness in the US labour market will the Fed be able to navigate a hard or soft landing? Join Ben Bennett, Head of Investment Strategy & Research for his whistlestop take on financial markets.
This episode is hosted by Frances Watson, Content Manager.
All data is sourced from Eikon as at end November 2022 unless otherwise stated.
For professional investors only. Capital at risk.
Nov 24, 2022 • 19min
241: In conversation with Richard Romer-Lee
In this episode Richard Romer-Lee, CEO at Square Mile Investment Consulting & Research, chats with James Crossley, Head of UK Wholesale Distribution at LGIM, about how the asset management industry has evolved during his City career, the role of ‘alternatives’ and why he is excited about responsible investing. Richard also reveals how he managed to appear on the popular ITV programme, Blind Date. For professional investors only. Capital at risk.
Nov 16, 2022 • 34min
240: COP27 and the case against blanket divestments – the CIO call
In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the key takeaways from the COP27 climate summit thus far. She also argues for forceful engagement with companies key to the energy transition, where possible, rather than blanket divestments.
Sonja is joined by Kurt Morriesen, Head of ESG Advisory, who attended the summit in Sharm El Sheikh, and Nick Stansbury, Head of Climate Solutions.
The episode is hosted by Max Julius, Head of Content, and was recorded on Tuesday, 15 November.
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.
Nov 10, 2022 • 24min
239: Swimmer Lewis Pugh on the climate crisis and coral
Lewis Pugh, the endurance swimmer and UN Patron of the Oceans, discusses his recent swim to raise awareness of the threat posed by climate change to coral reefs and biodiversity.
During the episode, Lewis makes a powerful case for protecting our oceans and reaching net-zero carbon emissions. He also describes the challenges he faced as he swam across the Red Sea – including oil tankers and sharks.The podcast was recorded in London on Thursday, 3 November and is hosted by Andy McQuillan, Global Director of Marketing at LGIM.
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.
Nov 7, 2022 • 18min
238: Fed stays firm, China vol and US CPI – Market Talk
Despite credit rallying in the hope of a US policy pivot, the Federal Reserve has reaffirmed its intention to keep a lid on inflation at all costs. Whether they’ve managed to do that or not might just be evident in upcoming US CPI numbers. So, could we have reached peak US inflation? And what’s behind the volatility in the Hang Seng index? Ben Bennett, Head of Investment Strategy & Research explains all.
This episode is hosted by Frances Watson, Content Manager.
All data sourced from Eikon unless otherwise stated.
For professional investors only. Capital at risk.
Nov 3, 2022 • 15min
237: Q3 earnings: what we’ve learnt from the hits and misses
In this episode Lars Kreckel, Global Equity Strategist, discusses the US Q3 earnings season and what it tells us about the state of the consumer and the wider economy.
This episode is hosted by Harry Brooks, Content Manager.
Nasdaq YTD total return figure cited from Refinitiv as at 02/11/2022.
For professional investors only. Capital at risk.
Oct 27, 2022 • 21min
236: Blog on the pod: liquidity, cycles and bubbles
In this episode, Emiel van den Heiligenberg, Head of Asset Allocation, discusses why liquidity is so important for investors, where we are in the economic cycle and, this being the season of Halloween, whether investors are experiencing market tricks or treats as we enter the final months of 2022.
This episode is hosted by Frances Watson, Content Manager. Emiel’s blog can be accessed here.
For professional investors only. Capital at risk.
Oct 20, 2022 • 13min
235: Healthcare technology: life-changing advances at the cutting edge
Having lagged behind other sectors in its uptake of technology, healthcare could now have reached a pivotal moment. From AI and natural language processing to genomics and robotics, technology holds potential to revolutionise how we diagnose and treat illness. In today’s podcast we examine the most promising developments in healthcare technology.Speaker: Aude Martin, Senior ETF Investment Specialist, Index FundsHost: Harry Brooks, European Content Manager, ETFs(VC fund inflow figures taken from ROBO Global’s Jeramie Capron, speaking at LGIM’s 2022 Global Thematics Forum)For professional investors only. Capital at risk.
