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
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.
Mar 8, 2022 • 31min
203: International Women’s Day special
In celebration of International Women’s Day, Sarah Bates, Co-founder of the Diversity Project, spotlights the changing attitudes towards women in financial services, the importance of challenging the status quo and promoting diversity and the impact of COVID-19 on women’s roles in the workplace.
This episode is hosted by Lindsey Bass.
Mar 2, 2022 • 43min
202: When geopolitics and inflation collide
The conflict in Ukraine is moving markets worldwide, driving the oil price to its highest level in more than seven years. But what does this mean for investors, and how might it impact inflation globally, when the cost of living is already rising? In this episode, we explain why it is dangerous to get caught up in any particular inflation story, and why we believe that global inflation – led by the US – is much more systemically important for the fate of risk assets.
Our expert panel includes:
• Tim Drayson, Head of Economics
• Colin Reedie, Head of Active Strategies
• John Roe, Head of Multi-Asset Funds
• Chris Jeffery, Head of Inflation and Rates Strategy
• Laura Brown, Head of Client Solutions
Feb 25, 2022 • 29min
201: Ukraine conflict: Implications for investors
The conflict in Ukraine is moving markets worldwide. So we’re sharing with our podcast listeners the recording of a live client call we held on Thursday with our CIO, Sonja Laud, and experts from across LGIM on what the developing situation means for investors. Sonja was joined by:
Howie Li, Global Head of Index and ETFs
Ed Wicks, Head of Trading
Emiel van den Heiligenberg, Head of Asset Allocation
Erik Lueth, Global Emerging Market Economist
Mark Johnson, Head of Institutional Clients
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.
Feb 23, 2022 • 12min
200: Geopolitical tensions, bruised bonds and rising inflation – Market Talk
In this fortnightly episode of Market Talk, Ben Bennett, LGIM’s Head of Investment Strategy and Research, looks at the market implications of escalating Russia-Ukraine tensions, fresh inflation data and declines in fixed-income assets.
The episode is hosted by Max Julius, Head of Content, and was recorded today.
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.
Feb 18, 2022 • 15min
199: Global inflation – how worried should we be?
In this short podcast, our Global Economist James Carrick, takes a brief look at the causes behind global inflation, its differing effects on consumers and the various implications for economic growth.
This podcast is hosted by Frances Watson.
Feb 10, 2022 • 35min
198: Central bank surprises and credit investing – the CIO call
In this month’s CIO call, Sonja Laud, LGIM’s chief investment officer, discusses how the hawkish shift in monetary policy is reverberating across markets, with a focus on public and private credit. Sonja is joined by:
Nicholas Bamber, Head of Private Credit, LGIM Real Assets
Mark Benstead, Head of Pan European Credit
The episode is hosted by Max Julius, Head of Content, and was recorded today.
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.
Feb 3, 2022 • 23min
197: In conversation with Rita Butler-Jones
From her early days of excelling on the netball court, and singing in Gilbert and Sullivan’s operettas, to navigating the defined contribution pension landscape, Rita Butler-Jones, Co-Head of DC Pensions, takes us on her own very personal journey; explaining how she landed in the world of pensions and her plans for DC at LGIM.
This episode is hosted by Eliza Grimond.
Jan 31, 2022 • 15min
196: Chinese New Year Special – Market Talk
As China prepares to enter a new lunar year, Ben Bennett, Head of Investment Strategy and Research gives us a deep dive into Chinese equities, bonds, property and sketches the likely outlook for Chinese growth from his Hong Kong base.
This episode was hosted by Frances Watson.
Jan 27, 2022 • 18min
195: Tech turmoil and fighting thematic FOJI
It has been a difficult start to the year for many tech stocks. In this episode, we look through the present volatility to examine the broader relationship between valuations and growth themes. Seemingly high starting price-to-earnings ratios haven’t seemed to deter investors’ fear of missing out (FOMO) in the past, but should they lead to a fear of joining in (FOJI) today? LGIM’s ETF analyst Elisa Piscopiello shares her fascinating research on this important topic in this episode of LGIM Talks.
This episode is hosted by Robert StGeorge.
