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
Oct 13, 2022 • 30min
234: US midterms vs markets – the CIO call
Sonja Laud, LGIM’s chief investment officer, discusses how next month’s midterm elections might impact the US economic outlook and dollar assets more broadly. She also considers what UK bond market volatility tells us about the broader investment environment. Sonja is joined by:
Jason Shoup, Deputy Head of US Fixed Income, LGIMA
Tim Drayson, Head of Economics
The episode is hosted by Max Julius, Head of Content, and was recorded on Wednesday, 12 October.
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.
Oct 11, 2022 • 16min
233: Fed whispers, Q3 earnings and US TIPS – Market Talk
Why is there renewed talk of a possible policy pivot from the US Federal Reserve? What should investors be focusing on heading into Q3 results season? And what are 10-year Treasury Inflation-Protected Securities telling us about the outlook for long-term inflation? Ben Bennett, Head of Investment Strategy & Research explains all.This episode is hosted by Frances Watson, Content Manager.For professional investors only. Capital at risk.
Oct 6, 2022 • 15min
232: A sterling effort? Reviewing the fallout from the UK’s mini-budget
It’s been a turbulent two weeks for the British economy, with Chancellor Kwasi Kwarteng’s ‘mini-budget’ sending sterling plummeting, gilt yields soaring and prompting an intervention from the Bank of England that successfully brought yields down. As the dust settles, what conclusions can investors draw – and where next for UK fiscal and monetary policy? Andrew Lowry, European Content Manager at LGIM, sits down with Senior European Economist Hetal Mehta to take stock of a dramatic fortnight on the markets.For professional investors only. Capital at risk.
Sep 28, 2022 • 26min
231: Navigating vol in global financial and European clean energy markets – Market Talk Asia Special
Real yields are rising, the dollar continues to firm against all major currencies and the UK economy has been caught in the crosshairs. But how should investors navigate this latest bout of global market turbulence? And in the wake of the energy supply shock how should investors look at the world of renewable energy, particularly against the current inflationary backdrop? Join Ben Bennett, Head of Investment Strategy & Research, and Marija Simpraga, Infrastructure Strategist to hear more.
This episode was hosted by Frances Watson, Content Manager and was recorded on 28 September before the Bank of England’s decision to stabilise UK financial markets through gilt purchases.
For professional investors only. Capital at risk.
Sep 23, 2022 • 26min
230: Striving to make index strategies net-zero heroes
With the race to net zero in full swing we examine how index investors can pursue such an objective through understanding how to define net zero, why it is important to act today, the different options available and the importance of company engagement.
Join Stefan Bilby, Head of Index Distribution, as he chats to Fadi Zaher, Head of Index Solutions and Jeannette Andrews, Senior Global ESG manager.
Sep 21, 2022 • 24min
229: Sometimes it’s hard to be a woman – tackling the gender pension gap
In this episode, Stuart Murphy, Legal & General’s Co-Head of DC, and Al Miles, Legal & General’s Senior Solutions Strategy Manager, discuss the issues that mean women’s pension pots are half the size of men’s when they come to retire.
Is the gender pension gap just the inevitable consequence of the biological reality of pregnancy for women, or are there steps we could be all taking to mitigate the financial penalty of parenting that affects mothers more harshly than it does fathers?
Unless otherwise stated, the data quoted is sourced either from Legal & General’s retirement research into its 4.6 million members gathered throughout 2021, or from LGIM’s recent research into auto-enrolment, conducted externally by Ignition House and carried out in June 2022.
The episode is hosted by Heather Forse, DC Content Manager.
For professional investors only. Capital at risk.
Sep 1, 2022 • 17min
228: US and European tightening, China easing – Market Talk
Is the bear market rally in credit and equities officially over following the Jackson Hole meeting of central bankers? And what are the implications of higher gilt yields for UK investors? Ben Bennett, Head of Market Strategy and Research explains all.This episode is hosted by Frances Watson, Content Manager.For professional investors only. Capital at risk.
Aug 11, 2022 • 42min
227: Investing through a market regime shift – the CIO call
In our last episode of August, Sonja Laud, LGIM’s chief investment officer, discusses why the second half of 2022 has started on a decidedly more pleasant note than the first six months of the year, with a focus on earnings season and the prospects for fixed income and equities. Sonja is joined by:
Colin Reedie, Head of Active Strategies
Lars Kreckel, Global Equity Strategist
The episode is hosted by Max Julius, Head of Content, and was recorded on Thursday, 11 August.
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 9, 2022 • 15min
226: Taiwanese tensions, a bleak BoE outlook and US inflation - Market Talk
In the last episode of Market Talk for the summer, Ben Bennett, Head of Investment Strategy and Research assesses implications for investors regarding the latest Chinese tensions with Taiwan, reasons behind the Bank of England gloom and states why the US inflation print, out this week, is one to watch.
This episode is hosted by Frances Watson, Content Manager.
Aug 4, 2022 • 18min
225: We’re all goin’ on a summer holiday
In this episode we chat with Hetal Mehta, Senior European Economist, Emiel van den Heiligenberg, Head of Asset Allocation and Laura Brown, Head of Client Solutions to see how our investment experts will be spending their summer holidays, and what will be front of mind on their return? For a feel-good podcast, listen to #LGIM talks
This podcast was hosted by Frances Watson, Content Manager, and was recorded mid-July.
