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
May 17, 2021 • 38min
143: The CIO call: Markets and the psychology of inflation
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on some of the themes that emerged in our CIO spring update – in particular, the outlook for inflation. Sonja is joined by:
Will Riley, Head of Solutions
Jason Shoup, Head of Global Credit Strategy, LGIM America
The episode is hosted by Max Julius and was recorded on Friday, 14 May
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.
May 7, 2021 • 15min
142: Stock markets and the PMI effect
In this episode of Blog on the Pod, Lars Kreckel, Global Equity Strategist tells us why PMIs can be good forward-looking indicators, examines their correlation to stock markets and gives us his take on equity markets more generally. This episode is hosted by Frances Watson.
Apr 29, 2021 • 23min
141: Engaging with UK growth companies
As a responsible investor, we believe in the power of engaging with the companies in which we invest to turn the dial on ESG issues. But how do we make a difference? Gavin Launder and Matthew Courtnell from our Active Equities team share their process and insights.
Gavin Launder, Senior Fund Manager, Active Equities
Matthew Courtnell, Responsible Investment Analyst
This episode is hosted by Jun Merrett.
Apr 23, 2021 • 18min
140: Reimagining retail: where next for consumers and investors?
How can fortunes be revived in the retail sector? Is enough being done to accommodate changing consumer tastes? How is digital technology playing its part and what are the overall implications for investors? Speakers are:
Denz Ibrahim, Head of Retail and Futuring
Matt Soffair, Research Manager, Retail and Leisure Assets
This episode is hosted by Frances Watson.
Apr 15, 2021 • 41min
139: The CIO call: Commodities and climate risk
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on the commodity complex and global energy transition. Sonja is joined by:
Nick Stansbury, Head of Climate Solutions
Court Gilbert, Senior Credit Analyst
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.
Apr 12, 2021 • 44min
138: Quality treats: defining and capturing quality in equities
In equity markets, is quality in the eye of the beholder? Perhaps – if that investor also beholds the right data. In this episode, we discuss how investors can conceptualise quality in both qualitative and quantitative ways, and what it can add to portfolios.
This episode was recorded in April and features:
Fadi Zaher, Head of Index Research and Development
Aanand Venkatramanan, Head of ETF Investment Strategies
Robert St George, Content Manager
Mar 31, 2021 • 13min
135: Active ownership: Engaging for change in a pandemic
We discuss the key themes that emerge in our 10th annual Active Ownership report, which outlines the decisive action LGIM took in 2020 across a range of ESG issues – from addressing the near-term dangers posed by COVID-19 to tackling the longer-term threat of climate change. This episode was recorded in February and features:
Sacha Sadan, Director of Investment Stewardship
Meryam Omi, Head of Sustainability and Responsible Investment Strategy
Max Julius, Head of Content
[Click here www.lgim.com/activeowner to read the report.] 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.
Mar 25, 2021 • 14min
137: That sinking feeling: examining investor responses to low bond yields
In our Blog on the Pod episode, John Southall, Head of Solutions Research, explores the similarities and differences of DB and DC investor behaviour in the face of pitifully low bond yields. The episode is hosted by Frances Watson. 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.
Mar 22, 2021 • 18min
136: Exploring secure income assets
In this week’s podcast, we discuss secure income assets, dispelling some myths and explaining some key features of this asset class, including how it can support a cleaner, greener future. The speakers are:
Stuart Hitchcock, Head of Portfolio Management, Private Credit
Laura Brown, Head of Client Solutions, Distribution
Samuel Jones, Portfolio Manager, Real Assets
The episode is hosted by Alyssa Ford.
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.
Mar 11, 2021 • 31min
133: The CIO call: Taper tantrum territory
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on fixed income volatility and conditions in emerging markets. Sonja is joined by:
Ben Bennett, Head of Investment Strategy and Research
Erik Lueth, Global Emerging Market Economist
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.
