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
Jul 28, 2022 • 16min
224: Market rallies, Fed’s move and China – Market Talk
In this episode, Ben Bennett, Head of Investment Strategy & Research, looks at reasons behind the rally in bond and equity markets, options for central bankers in light of weaker economic activity and developments in China’s property market.
This episode, hosted by Frances Watson, Content Manager, was recorded before the Fed’s decision on 27 July.
Jul 22, 2022 • 13min
223: Is the party over for post-Jubilee Britain?
In this episode of Blog on the Pod: as the UK prepares for the Conservative Party to select its fourth leader since 2016, we explore the economic challenges facing the winner of the contest.
With the UK potentially facing choppy waters ahead, our Senior European Economist, Hetal Mehta, shares a broad overview of Britain’s prospects in the short and medium term.
This episode is hosted by Andrew Lowry, European Content Manager.
Jul 13, 2022 • 31min
222: The outlook for EM assets – the CIO call
In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the investment outlook over the coming months, with a focus on the growth vs inflation narrative and emerging markets. Sonja is joined by:
Uday Patnaik, Head of Emerging Market Debt
Erik Lueth, Global Emerging Market Economist
The episode is hosted by Max Julius, Head of Content, and was recorded on Wednesday, 13 July. All data cited are sourced from Bloomberg, as at the time of recording, unless otherwise stated.
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.
Jul 8, 2022 • 21min
221: In conversation with… Bill Hughes, Global Head of Real Assets
In this episode, hear what attracted Bill to the world of property in the first place, as well as his views on the role of big cities, urban regeneration and the need for sustainable buildings. Bill also shares his insights into why, he believes, the younger generation can enjoy a rewarding career in the built environment.
This episode is hosted by Frances Watson, Content Manager.
Jun 30, 2022 • 24min
220: Market Talk Asia Special
Against a backdrop of a gruelling six months for investors, we take a deep-dive into the world of high yield and investment-grade bonds, a look at underlying corporate fundamentals, and what to expect ahead of the upcoming Q2 results.
Speakers are:
Ben Bennett, Head of Investment Strategy & Research
Matt Rees, Head of Global Bond Strategies
This episode is hosted by Frances Watson, Content Manager.
Jun 15, 2022 • 39min
218: Aggressive central banks, fragile markets – the CIO call
In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the current bout of market volatility, with a focus on trading conditions, money markets and LDI strategies. Sonja is joined by:
Ed Wicks, Head of Trading
Guy Whitby-Smith, Head of Solutions Portfolio Management
The episode is hosted by Max Julius, Head of Content, and was recorded on Wednesday, 15 June.
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.
Jun 8, 2022 • 14min
217: Rising oil prices and slowing growth – Market Talk
Why is the oil price firming and what are the repercussions for global growth? And how quickly will central bankers continue to tighten monetary policy? Ben Bennett, Head of Investment Strategy and Research reveals all.
Jun 1, 2022 • 20min
216: Building a case for the build-to-rent sector
In this episode Mike Adefuye, Senior Research Manager, Real Assets, paints a picture of a typical BtR apartment, analyses the risks and opportunities faced by investors and examines the sector’s role as a potential inflation hedge.This episode is hosted by Frances Watson, Content Manager.
May 26, 2022 • 15min
215: Margin compression, bear markets and a dollar focus – Market Talk
What’s behind the latest profit warnings from US retailers? How is bad news being received by investors? And what’s behind the recent dollar strength? Ben Bennett, Head of Strategy and Investment Research explains all.
This episode is hosted by Frances Watson, Content Manager.
May 19, 2022 • 36min
214: Recession risk, real estate and responsible investing – the CIO call
In this month’s episode, Sonja Laud, LGIM’s Chief Investment Officer, discusses recession risk, where we are in the economic cycle and understanding the balance between energy security and the path to net zero. Sonja was joined by:Mike Barrie, Director of Fund Management, Real AssetsShuen Chan, Head of ESG, Real AssetsThis episode was hosted by Frances Watson, Content Manager and was recorded today.
