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
Sep 13, 2021 • 13min
165: The ECB’s quasi-tapering, the US debt ceiling and UK tax rises – Market Talk
What should investors make of the latest rhetoric from ECB President, Christine Lagarde, and how may the latest US and UK fiscal moves impact investors? Ben Bennett, Head of Investment Strategy and Research explains.
This episode is hosted by Frances Watson.
Sep 6, 2021 • 11min
163: Weaker Chinese data but stronger European inflation - Market Talk
Economic growth may have been downgraded in the US and China but does stronger European inflation necessarily warrant a more hawkish ECB? Listen to Ben Bennett, Head of Investment Strategy & Research on Market Talk.
This episode is hosted by Frances Watson.
Aug 19, 2021 • 36min
162: Is this time really different?
In this month’s episode of the CIO call, Sonja Laud discusses developments at the Fed and in China, with a focus on the global inflation outlook, as well as touching on climate risks and opportunities in the run-up to COP26. Sonja, LGIM’s Chief Investment Officer, is joined by:
Christopher Jeffery, Head of Inflation and Rates Strategy
Ben Bennett, Head of Investment Strategy and Research
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.
Aug 13, 2021 • 15min
161: The landlord moratorium: its impact on landlords and savers
In this latest episode of LGIM Talks, Bill Hughes, Head of Real Assets, talks candidly about the extension of the landlord moratorium on the landlord/tenant relationship, what it means for savers and how likely it is to impact sector returns more generally.
Aug 9, 2021 • 11min
160: Talking tapering and reducing risk – Market Talk
Is the Fed still on track for tapering in light of the latest US unemployment figures? And how are we looking at risk in light of current stellar equity valuations? Listen to Ben Bennett, Head of Investment Strategy & Research on Market Talk.
This episode is hosted by Frances Watson.
Aug 2, 2021 • 12min
159: US tech results, China wobbles and a Hong Kong holiday – Market Talk
Ben Bennett, Head of Investment Strategy and Research, talks US technology, tells us why China wobbles are specific to the region and reveals why he’s in holiday mood - all on Market Talk. This episode is hosted by Frances Watson.
Jul 28, 2021 • 21min
158: Gap truth: Why gender still matters when it comes to retirement
Women retiring today can expect to collect less than half of their male counterparts’ pensions. But is the gap narrowing – and what can be done to improve outcomes for women of all backgrounds?
This episode is hosted by Kim Brown, Pension Scheme Director at Legal & General, with contributions from:
SuAnn Song, Investment Solutions Associate, Legal & General Investment Management
Caren Thomas, HR Director, Chartered Insurance Institute
Jul 26, 2021 • 11min
157: The Fed, real yields and China – Market Talk
Why is China initiating a crackdown in certain sectors, what is the rally in global bond prices telling us and could the Fed give us a date for tapering this week? Ben Bennett, head of investment strategy and research, reveals all in Market Talk. This episode is hosted by Frances Watson.
Jul 19, 2021 • 12min
156: COVID worries, oil and the EC’s proposed climate laws – Market Talk
In this regular episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the market impact of the Delta variant, where next for the oil price and the European Commission’s efforts to tackle climate change.
This episode is hosted by Frances Watson.
Jul 13, 2021 • 40min
155: The reflation trade, reconsidered – the CIO call
In this month’s episode, Sonja Laud, LGIM’s CIO, discusses the latest developments moving markets, with a focus on the interplay between the global economy, policymakers and investors. Sonja is joined by:
Colin Reedie, Head of Active Strategies
Lars Kreckel, Global Equity Strategist
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.
