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
Jul 5, 2021 • 10min
153: US payrolls, ‘Freedom Day’ and the G20 summit - Market Talk
In this regular episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on US payrolls, the opening up of the UK economy and what’s in focus for the G20 finance leaders.
This episode is hosted by Frances Watson.
Jul 1, 2021 • 20min
152: In conversation with Shuen Chan
When it comes to responsible investing, many of us realise the need for action on climate change. But do we know the characters behind the cause? Join Shuen Chan as she describes her idyllic childhood in Malaysia, her time in Paris at COP 21 and how she sees her present-day role shaping up as Head of ESG, Real Assets.
This episode is hosted by Frances Watson.
Jun 28, 2021 • 13min
151: Fedspeak and fiscal largesse – Market Talk
In this week’s episode of Market Talk, we discuss the ongoing flurry of central bank speak, the outlook for cyclical stocks and some potentially market-moving events due this week. The call features Ben Bennett, head of Investment Strategy and Research, and was hosted earlier today by Max Julius, Head of Content.
Follow us on LinkedIn and Twitter for our latest updates. Discover the LGIM Blog for more insights from our investment team.
Jun 24, 2021 • 19min
150: Finding the greenest generation
For the second year running, we surveyed over 3,000 DC members to find out how the pandemic had affected their attitudes towards saving and if the crisis had altered their attitudes around ESG issues.
Our speakers are:
Veronica Humble, Head of DC Investment Solutions
Janette Weir, Director Ignition House
This episode is hosted by Eliza Grimond.
Jun 21, 2021 • 13min
149: A hawkish Fed, stronger dollar and soggy commodities – Market Talk
In this episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the latest thoughts from the Fed meeting, as well as the implications of a flatter yield curve and a stronger dollar.
This episode is hosted by Frances Watson.
Jun 17, 2021 • 32min
148: Moneyball and markets: using data to improve the investment process
In the book and film Moneyball, Michael Lewis showed how data analysis helped a baseball team uncover hidden talent. This has obvious lessons for investors – not least for value investors – but in this episode of LGIM Talks, our Head of Asset Allocation Emiel van den Heiligenberg takes a different perspective. He explains how data helps him analyse the performance of his team, shares his assessment of their track record, and faces some of our fastball questions on topics like Bitcoin and inflation.
Jun 10, 2021 • 35min
147: The CIO call: An ESG inflection point
After an extraordinary rally, risk assets may be at an inflection point amid questions over inflation and stimulus removal – and investors’ surging ESG expectations. In this month’s episode, Sonja Laud, LGIM’s CIO, discusses how these dynamics might play out. Sonja is joined by:
David Barron, Head of Index Equity & Smart Beta
Shaunak Mazumder, Senior Fund Manager
The episode is hosted by Max Julius 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.
Jun 7, 2021 • 12min
146: US payrolls and the G7 summit - Market Talk
In this episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on US payrolls, the growth versus value trade and the upcoming G7 summit. This episode is hosted by Frances Watson.
Jun 3, 2021 • 37min
145: In Conversation With Justin Onuekwusi
In this week’s episode, Justin Onuekwusi, LGIM’s Head of Retail Multi-Asset Funds talks candidly about his career journey to become a fund manager, why 2020 was possibly his toughest year so far, and his ongoing work as a diversity and inclusion champion.
The episode is hosted by Jun Merrett.
Follow us on LinkedIn for our latest updates and discover The LGIM Blog for 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.
May 24, 2021 • 10min
144: Crypto wobble and Fed minutes - Market Talk
In this first episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the latest Fed minutes, the reasons behind the fall in cryptocurrency and dollar weakness.
This episode is hosted by Frances Watson.
