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
Nov 30, 2020 • 8min
122: Paying for the pandemic
Hetal Mehta, Senior European Economist, looks at the effects of the UK’s increasing debt burden on competitiveness, the bond market and inflation rate.
Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest 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.
Nov 26, 2020 • 31min
121: Build-to-Rent: building resilience in uncertain times
This week, Dan Batterton, Head of Build-to-Rent at LGIM Real Assets and Michael Adefuye, Senior Research Manager at LGIM Real Assets, discuss how the BTR sector has fared during the COVID-19 pandemic and how a focus on ESG considerations may be the key to its future. Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest 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.
Nov 4, 2020 • 30min
120: The CIO call: Dissecting the US election results
Sonja Laud, LGIM’s CIO, discusses the implications for investors of the US presidential election, after hopes for an early, clear outcome were confounded. Sonja is joined by:
· Jason Shoup, Head of Global Credit Strategy, LGIMA
· Tim Drayson, Head of Economics
The episode is introduced by Max Julius and was recorded earlier today.
Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest insights from the investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.
Oct 14, 2020 • 21min
119: Renewing our Climate Impact Pledge
To help spur net-zero carbon emissions by 2050, we’ve renewed our Climate Impact Pledge, making the targeted engagement programme with the companies in which we invest on behalf of our clients even more ambitious.
In this episode of LGIM Talks, Meryam Omi, Head of Sustainability and Responsible Investment Strategy, and Iancu Daramus and Yasmine Svan, senior sustainability analysts, discuss what the pledge has achieved since we launched it in 2016 – and how we are updating it.
This episode is hosted by Max Julius, Head of Content.
You can find more information about the pledge here.
Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest 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 8, 2020 • 32min
118: The CIO Call: Biden and the energy complex
This week, Sonja Laud, LGIM’s CIO, discusses the latest developments shaping the market and macro environment, with a focus on how a Biden administration could impact the oil and gas industry. Sonja is joined by: · John Roe, Head of Multi-Asset Funds
· Nick Stansbury, Head of Commodity Research
Watch the full webinar replay here: https://event.on24.com/wcc/r/2668244/82F4D74D7777A4B907BC2EBE6E220D75
This episode is hosted by Max Julius and was recorded earlier today.
Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest 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 1, 2020 • 13min
117: What the energy transition means for investors
In this episode, we play a segment from our recent conference for DB and DC clients, in which Nick Stansbury, our Head of Commodity Research, explores the risks and opportunities posed by climate change and the energy transition.
The episode is introduced by Max Julius and was recorded earlier this month.
Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest insights from the investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.a
Sep 17, 2020 • 26min
116: Hydrogen batteries: hot air or rocket fuel for investors?
With the EU recently publishing a hydrogen strategy and Joe Biden advocating “carbon-free hydrogen” in his manifesto, we look at the realities behind hydrogen fuel cells and discuss what this technology means for investors in battery technology. Aanand Venkatramanan – Head of ETF Investment Strategies at LGIMRobert St George – Content Manager at LGIM
Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest insights from the investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.
Sep 10, 2020 • 32min
115: The CIO Call: The Fed’s punch bowl and markets
This week, Sonja Laud, LGIM’s CIO, discusses the latest developments shaping the market and macro environment, with a focus on what the US Federal Reserve’s recent policy review means for investors. Sonja is joined by:· Ben Bennett, Head of Investment Strategy and Research
· Christopher Jeffery, Head of Rates and Inflation Strategy
Watch the full webinar replay here:https://event.on24.com/wcc/r/2594899/62C46DE139A7DE656EE46062B3BAB6A5 This episode is hosted by Max Julius and was recorded earlier today.
Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest 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 26, 2020 • 23min
114: Retirement anxiety and what to do about it
Just why are people so worried about not having enough money to spend in retirement?
This podcast explores whether, against the backdrop of long-term low interest rates and negative bond yields, the global transition from a mainly working-age to retirement-age population spurs inflation in practice as well as just theory.
We also ask what the pensions industry can do to reassure savers and encourage healthy spending.
Featuring:
Ben Bennett, Head of Investment Strategy and Research
Simon Chinnery, Head of DC Client Solutions
Aug 20, 2020 • 35min
113: The CIO Call: What we learned from earnings season
This week, Sonja Laud, LGIM’s CIO, discusses the latest developments shaping the market and macro environment, with a focus on the Q2 corporate earnings season. Sonja is joined by:· Emiel van den Heiligenberg, Head of Asset Allocation
· Madeleine King, Co-Head of Global Investment Grade Research
· Nigel Masding, Senior Fund Manager, Active Equities
Watch the full webinar replay here:https://event.on24.com/wcc/r/2560399/18256564595DF76122C45EF786817F71
This episode is hosted by Max Julius and was recorded earlier today.
Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest insights from the investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.
