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
Nov 29, 2021 • 14min
184: Omicron, M&A activity and oil - Market Talk
How will the new COVID variant impact financial markets? What is an uptick in M&A activity telling us? And where next for the oil price?Ben Bennett, Head of Investment Strategy and Research explains all in the latest episode of Market Talk.This episode is hosted by Frances Watson.
Nov 22, 2021 • 14min
183: US Thanksgiving, European COVID restrictions and the growth vs value trade – Market Talk
With the US consumer in good spirits, will the Fed have to taper more quickly than first thought? And with renewed COVID restrictions in Europe what are the implications for European value stocks? Ben Bennett, Head of Investment Strategy and Research explains all.
This episode is hosted by Frances Watson.
Nov 18, 2021 • 33min
182: CIO call special: What does COP26 mean for investors?
In this month’s special edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, examined the implications for investors of this month’s global climate summit, in a live webinar with clients. Sonja was joined by:
Shuen Chan, Head of ESG, LGIM Real Assets
Madeleine King, Co-Head of Global Investment Grade Research
The episode was hosted by Max Julius, Head of Content, and was recorded yesterday.
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.
Nov 15, 2021 • 13min
181: An early Santa rally, emerging market bonds and news on the Fed chair – Market Talk
Strong corporate earnings have propelled equity markets higher and the US dollar is rallying in sympathy. But what does that mean for emerging market debt? And will Jay Powell stay at the Federal Reserve helm or be replaced? Ben Bennett, Head of Investment Research and Strategy, explains all.This episode is hosted by Frances Watson.
Nov 11, 2021 • 25min
180: What does net zero mean to you: ITS
In our second podcast on the theme of “what does net zero mean to you?”, we discuss climate targets and topics with Tegs Harding from Independent Trustee Services.Speakers:Guest: Tegs Harding, Director, Independent Trustee ServicesLindsey Bass, Head of UK Consultant RelationsLaura Brown, Head of Client Solutions
Nov 8, 2021 • 15min
179: A dovish Fed, strong US payrolls and China’s rising COVID caseloads – Market Talk
Strong US payrolls and still the US Federal Reserve retains a patient stance, while China witnesses the emergence of new COVID cases and renewed lockdowns. Ben Bennett, Head of Investment Strategy and Research, explains all in the latest episode of Market Talk.
This episode is hosted by Frances Watson.
Nov 2, 2021 • 13min
178: Hawkish central banks, bouyant equities and rising wages – Market Talk
The end of extreme monetary policy may be approaching but equity markets remain buoyant. So, what’s driving them and could it all change? Ben Bennett, Head of Investment Strategy and Research, explains all in his latest podcast.
This episode is hosted by Frances Watson.
Nov 1, 2021 • 17min
177: LGIM’s CEO talks COP and climate with Lewis Pugh
In this episode, and before travelling to Glasgow’s COP26, Michelle Scrimgeour, LGIM’s CEO, spoke with UN Patron of the Oceans, Lewis Pugh. Discussed were the dangers of Greenland’s melting ice, the horrors of single-use plastics and the role of the asset management industry in tackling climate change.This episode was recorded on 29 October, before the start of COP26.
Oct 28, 2021 • 24min
176: LDI – 20 years on
After 20 years of liability-driven investing, we look back at how trends in LDI have changed over the past two decades and ask what can trustees expect for the future? This episode is hosted by Amardeep Nagra, Co-Head Strategic Client Team.
Guest speakers are:
Steve Jones, Head of Pensions at Boots
Tim Giles, Senior Partner and EMEA Managing Director for Aon Investments
Oct 25, 2021 • 11min
175: ‘Bullet-proof’ US equities, inflation and policy tightening – Market talk
US corporate earnings, the global inflation outlook and monetary-policy tightening are the subject of this week’s episode of Market Talk, with Ben Bennett, LGIM’s Head of Investment Strategy and Research.The podcast was recorded earlier today and is hosted by Max Julius, Head of Content.
