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
May 12, 2022 • 13min
213: Are we losing the fight against cybercrime?
Cyberattacks on critical national infrastructure are on the increase, and companies also face increasingly sophisticated threats to their data. In today’s podcast we examine who has the upper hand, and the new technologies that could turn the tide.
Speaker: Aude Martin, Senior ETF Investment Specialist, Index Funds
Host: Harry Brooks, European Content Manager, ETFs
May 5, 2022 • 15min
212: Rising recession risk and US tech falls – Market Talk
Higher inflation, slower growth and tighter monetary conditions have led to increased talk of recession. But just how much recession risk is priced into markets? Ben Bennett, Head of Investment Strategy and Research explains all.
This episode is hosted by Frances Watson, Content Manager.
Apr 29, 2022 • 19min
211: Active ownership: Global engagement to deliver positive change
In this special podcast we highlight some of the issues in our 11th annual Active ownership report - from the real living wage and inequality, through to flood risk and the complexities of ESG more generally.
This episode, recorded in April, features:
Kurt Morriesen, Head of Investment Stewardship
Amelia Tan, Head of Responsible Investing Strategy
Shuen Chan, Head of ESG Real Assets
Frances Watson, Content Manager
To read the report go to www.lgim.com/activeowner
Apr 22, 2022 • 21min
210: Climate, COVID or cash: What’s making DC savers tick in 2022?
Amid the turmoil of the year so far, what is the prevailing factor dominating DC savers’ pension preferences? In this podcast, we take a deep dive into the differences between UK and Irish scheme members when it comes to responsible investing.
Featuring:
Stuart Murphy, Co-Head of DC
Richard Kelly, Head of Client Business, Ireland
Janette Weir, Owner and Director, Ignition House
And hosted by Eliza Grimond, Senior Content Manager.
Apr 19, 2022 • 18min
209: Why the cost of living just got more expensive
In this episode of LGIM Talks, Hetal Mehta, Senior European Economist, analyses the reasons behind skyrocketing living costs, the policymakers’ response and whether or not the fall in real incomes will make recession in Europe inevitable.
This episode is hosted by Frances Watson, Content Manager.
Apr 14, 2022 • 26min
208: Contrarian views, geopolitics and ESG questions – the CIO call
In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discussed the complex market environment facing investors, with a focus on inflation, earnings season and the long-term implications of the conflict in Ukraine. Sonja was joined by:
Madeleine King, Head of Research and Engagement
John Roe, Head of Multi-Asset funds
The episode was hosted by Max Julius, Head of Content, and was recorded today.
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.
Mar 30, 2022 • 22min
207: Market Talk Asia Special
In this special edition of Market Talk, we take a more in-depth look at the twin factors driving markets currently; growth and inflation. More specifically we look at GDP growth in China, the Fed’s aggressive monetary stance and investor implications of an inflationary environment at the portfolio level.Speakers are:Ben Bennett, Head of Investment Strategy & ResearchJohn Roe, Head of Multi-Asset FundsThis episode is hosted by Frances Watson, Content Manager
Mar 28, 2022 • 22min
206: Checking in on the hotel sector
Guests Matt Soffair and Louise Burney discuss the hotel sector's recovery post-COVID, challenges like rising costs, and implications for investors. Topics include regional market shifts, sustainability initiatives, investment potential, and innovative energy conservation strategies in hotels.
Mar 17, 2022 • 14min
205: Hang Seng, rate hikes and higher yields – Market Talk
In this latest edition of Market Talk, Ben Bennett, Head of Investment Strategy and Research explains the reasons behind China’s volatile stock market, why central banks need to raise interest rates and whether or not montetary tightening will be balanced by fiscal easing.This episode is hosted by Frances Watson.
Mar 10, 2022 • 28min
204: Ukraine conflict: Energy, index and debt implications
In this special update, Sonja Laud, our CIO, discusses the latest macro and market implications of the conflict in Ukraine, with a particular focus on implications for the energy complex, climate change, debt markets and index strategies. Sonja is joined by:
Howie Li, Global Head of Index and ETFs
Nick Stansbury, Head of Climate Solutions
Raza Agha, Head of Emerging Market Credit Strategy
Follow us on LinkedIn and Twitter for our latest updates; 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.
