L&G Talks Asset Management

L&G
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Feb 26, 2021 • 10min

132: Rising stars and fallen angels

In this week’s episode of blog on the pod, we look at the ratio of rising stars to fallen angels in high-yield debt, chat about how a rise in interest rates could impact the asset class and ask how much of the economic recovery is already priced in? The speaker is:   Martin Reeves, Global Head of High Yield   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.
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Feb 18, 2021 • 15min

131: Office space: looking beyond COVID-19

In this week’s episode, members of LGIM’s Real Asset team examine what the office sector will look like in a post-COVID world in light of occupier requirements. The speakers are:  Bill Page, Head of Real Estate Market Research James Spencer-Jones, Head of Real Estate Debt  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.
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Feb 11, 2021 • 27min

130: The CIO call: Winners and losers

Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on key themes that emerged in the Q4 company earnings season. Sonja is joined by: ·         Madeleine King, Co-Head of Global Investment Grade Credit ·         Gavin Launder, 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 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.
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Feb 5, 2021 • 15min

129: Bubbles, bonds and barbell strategies

In this week’s episode, Emiel van den Heiligenberg, head of asset allocation, examines the reasons behind renewed bubble talk and outlines his views on how he would allocate to bonds and equities given the current market backdrop. This episode is hosted by Frances Watson.  Follow us on LinkedIn and Twitter 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.
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Jan 27, 2021 • 11min

128: Fixed income ETFs: fact versus fiction

In this week’s episode, we look at the reality around some myths that have emerged about investing in bonds through ETFs. From why the Federal Reserve bought bond ETFs last year to whether liquidity in these funds can be trusted, Cosmo Elms from LGIM’s ETF team shares his analysis and views.
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Jan 22, 2021 • 16min

127: Women in Investment Circles

In this week’s episode, some of LGIM’s leading women managers share their experiences of personal growth and career development, challenging gender bias and balancing life outside of work. The speakers are:   Michelle Scrimgeour, Chief Executive Officer Sarah Aitken, Head of Distribution Sonja Laud, Chief Investment Officer Brenda Sklar, Global Chief Operating Officer Martina Kay, Global HR Officer   The episode is hosted by Frances Watson and was recorded earlier in January.   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.
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Jan 12, 2021 • 49min

126: The CIO call: Biden, bonds and Brexit

Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent COVID-19 developments, the U.S. Democratic Party’s gains in Georgia and the Brexit deal. Sonja is joined by:   ·         Colin Reedie, Co-Head of Global Fixed Income ·         James Carrick, Global Economist, Asset Allocation   The episode is hosted by Max Julius and was recorded yesterday. You can watch the presentation here.   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.
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Dec 16, 2020 • 24min

125: Make My Money Matter, Net Zero and DC pensions

With slogans inviting us to be a ‘net-zero hero’ and to create ‘pensions with intention’, campaign group Make My Money Matter is causing a stir with their quest to get pension schemes to commit to net-zero carbon emissions by 2050. But is it what scheme members want too? Emma Douglas puts a panel of DC and climate experts on the spot. Featured on this podcast: ·         Tony Burdon, CEO of Make My Money Matter ·         Emma Douglas, Head of DC, LGIM ·         Catherine Redmond, a trustee of Legal & General’s Mastertrust ·         Meryam Omi, LGIM’s Head of Sustainability and Responsible Investment Strategy
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Dec 10, 2020 • 33min

124: The CIO call: What to expect in 2021

Sonja Laud, LGIM’s CIO, discusses our investment outlook for next year, touching on the prospects for the major asset classes – as well as gold and bitcoin. Sonja is joined by: ·         Emiel van den Heiligenberg, Head of Asset Allocation ·         Will Riley, Head of Solutions   The episode is hosted by Max Julius and was recorded earlier today. You can watch the presentation here.   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.
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Dec 9, 2020 • 14min

123: 2021 outlook: Emerging market debt

Uday (Woody) Patnaik, head of emerging market debt, summarises the tailwinds for his asset class, while also considering potential risks.

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