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 19, 2021 • 34min
174: Policy errors and market vol – the CIO call
In this month’s episode, Sonja Laud, LGIM’s CIO, discusses recent market and macro developments, in particular how the outlook for monetary policy is likely to sway asset classes. She also touches on the energy shock in the context of COP26 and efforts to fight climate change. Sonja is joined by:
Guy Whitby Smith, Head of Solutions Portfolio Management
Stuart Hitchcock, Head of Portfolio Management, Private Credit, LGIM Real 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 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.
Oct 15, 2021 • 18min
173: Adapting for the new normal and beyond: an intermediary’s insights
It’s been a rollercoaster year and a half with unprecedented challenges. While we have recently seen a return to some aspects of life pre-COVID, there is undoubtedly a new normal way of working. In this episode Matthew Kemp, Senior Investment Sales Manager catches up with Nick Marshall, Head of Fund Solutions at Peregrine & Black to discuss how intermediaries have navigated the investment landscape during COVID-19 and how to prepare for the future.
Oct 11, 2021 • 12min
172: Rising energy prices, equity resilience and a possible UK rate hike? Market Talk
Equity markets remain resilient against a backdrop of inflationary pressures, rising commodity prices and possible rate tightening by the Bank of England. But bond markets appear less so. Listen to the latest episode of Market Talk.
Speakers are:
Ben Bennett, Head of Investment Strategy and Research
Frances Watson, Content Manager
Oct 7, 2021 • 25min
171: Countdown to COP26
As the urgency surrounding the latest UN-backed summit intensifies, we reveal why the public and private sectors need to act now in the face of a climate crisis.Speakers are:Shuen Chan Head of ESG, Real AssetsCatherine Ogden, Manager, Sustainability and Responsible InvestmentThis episode is hosted by Frances Watson.
Oct 4, 2021 • 12min
170: Rising US bond yields, debt ceiling negotiations and the Japanese leadership contest – Market Talk
What do rising US bond yields and a stronger dollar have in common? And how will negotiations over the US debt ceiling play out? Listen to the latest episode of Market Talk with Ben Bennett, Head of Investment Strategy and Research.
Speakers are:
Ben Bennett, Head of Investment Strategy and ResearchFrances Watson, Content Manager
Sep 30, 2021 • 24min
169: What does net zero mean for you?
As climate issues heat up for pension schemes, we’ll be featuring guest speakers from across the investment industry, to discuss “what does net zero mean for you”?Speakers:Guest: Tim Manuel, Partner, Co-Head of Responsible Investment at AonLindsey Bass, Head of UK Consultant RelationsLaura Brown, Head of Client Solutions
Sep 28, 2021 • 13min
168: Like it or lump it: Retiree attitudes to tax-free cash
Tax-free cash may be the nation’s favourite pension perk, but are retirees getting the most out of their money? From behavioural insights to tax efficiencies, we explore the myths, hidden benefits -- and the pitfalls -- surrounding this feted but misunderstood feature of DC pensions.
Contributors:
Rita Butler-Jones, Co-head of DC
Stuart Murphy, Co-head of DC
Kath Photiou, Head of DC Product
Sep 27, 2021 • 47min
167: China, inflation, the Fed, and meme stocks – the CIO call
In this month’s episode of the CIO call, Sonja Laud shares her perspective on developments in China’s property sector and tapering by the Federal Reserve, and discusses with our expert guests current investor positioning, trading conditions, and themes from cybersecurity to hydrogen. Sonja, LGIM’s Chief Investment Officer, is joined by:
Ed Wicks, Head of Trading
Howie Li, Head of ETFs
The episode is hosted by Robert St George 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.
Sep 20, 2021 • 13min
166: Evergrande, Fed minutes and the German elections – Market Talk
How will the fall-out from Chinese property group, Evergrande, impact investors? And what will a post-Angela Merkel Germany look like? Listen to the latest episode of Market Talk with Ben Bennett, Head of Investment Strategy and Research.
Speakers are:
Ben Bennett, Head of Investment Strategy and Research
Frances Watson, Content Manager
Sep 16, 2021 • 14min
164: High yield, tapering and behavioural finance
Martin Reeves, Global Head of High Yield, looks at the factors affecting high yield currently and explains what, he believes, are the key takeaways to finding opportunities in the high-yield universe.
Speakers are:
Martin Reeves, Global Head of High Yield
Frances Watson, Content Manager
