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
Aug 14, 2020 • 21min
112: Changing Climate, Changing Investments
James Sparshott and Iancu Daramus discuss the impact of climate change for long-term investors, including the pressures they are under, and some of the actions they can take. James Sparshott – Head of Local Authorities, DistributionIancu Daramus – Senior Sustainability Analyst, Investment Stewardship This episode is hosted by Alyssa Ford and was recorded in January 2020.
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.
Aug 3, 2020 • 22min
111: In Conversation With: Emma Douglas
What unites dark comedy, diversity and defined contribution (DC) pensions? In this episode, Emma Douglas discusses the seismic shifts that have happened in the pensions landscape across her career, including auto-enrolment, freedom and choice and a renewed focus on female savers. Emma tells us how she went from putting on plays at the Edinburgh fringe to managing a successful business that includes administration, member communications, client service and investments – and explains how she still manages to bring some drama to DC.Featuring: Emma Douglas, Head of DC, LGIMEliza Grimond, Senior Content Manager, LGIM
Jul 9, 2020 • 35min
110: The CIO Call: ETFs and factor investing
This week, Sonja Laud, LGIM’s CIO, discussed the latest developments shaping the market and macro environment, with a focus on factor-based investing and exchange traded funds (ETFs). Sonja was joined by:
· Howie Li, Head of ETFs
· Fadi Zaher, Head of Index Solutions
Watch the full webinar replay here:
https://event.on24.com/wcc/r/2413742/48BE81BBA7D0C0AE1C74F299C33E3BB9
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.
Jun 25, 2020 • 32min
109: The CIO Call: Real assets and investment beliefs
This week, Sonja Laud, LGIM’s CIO, discussed the latest developments shaping the market and macro environment, with a focus on real assets and the role of investment beliefs in periods of volatility. Sonja was joined by:· Bill Hughes, Head of Real Assets· Tim Dougall, Head of Investment AdvisoryWatch the full webinar replay here:
https://event.on24.com/wcc/r/2407234/4560E0382C46D469C667245CE384FBDA 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 and hit subscribe in your Apple Podcasts or Spotify app or wherever you listen to podcasts. 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 Legal & General 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 Legal & General Investment Management. 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
Jun 11, 2020 • 32min
108: The CIO Call: Recovery positions – The investment team outlook
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors:
· Sonja Laud, Chief Investment Officer
· Emiel van den Heiligenberg, Head of Asset Allocation
Read the team’s full outlook here: https://www.lgim.com/uk/en/insights/our-thinking/market-insights/cio-outlook-recovery-positions.html
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 and hit subscribe in your Apple Podcasts or Spotify app or wherever you listen to podcasts.
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 Legal & General 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 Legal & General Investment Management. 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
May 28, 2020 • 34min
107: The CIO Call: Trading in extraordinary markets
· Sonja Laud, Chief Investment Officer
· Edward Wicks, Head of Trading, EMEA
· Guy Whitby-Smith, Head of Solutions Portfolio Management
Watch the full webinar replay here: https://event.on24.com/wcc/r/2363518/2DB52C18E0167B494185D6391A8857A8
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 and hit subscribe in your Apple Podcasts or Spotify app or wherever you listen to podcasts.
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 Legal & General 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 Legal & General Investment Management. 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
May 21, 2020 • 31min
106: The CIO Call: Scenario planning the recovery
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors:
· Sonja Laud, Chief Investment Officer
· Ben Bennett, Head of Investment Strategy & Research
· Tim Drayson, Head of Economics
Watch the full webinar replay here: https://event.on24.com/wcc/r/2363477/EC9C0538656891AF7756A514D2901EC2
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 and hit subscribe in your Apple Podcasts or Spotify app or wherever you listen to podcasts.
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 Legal & General 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 Legal & General Investment Management. 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
May 18, 2020 • 27min
105: Who is the greenest generation?
The “OK Boomer!” retort from the Instagram generation has been levelled at out-of-touch parents on everything from Trump to tidying their room. Now they are being blamed for their views on climate. But are Boomers really the baddies?
LGIM asked 1000 respondents across three generations – Millennials, Generation X and Baby Boomers – about their views on ESG integration, to discover what really matters to each group, and how savers want their ESG preferences to be incorporated into their investments.
In this podcast, Emma Douglas, LGIM’s Head of DC, discusses the findings of our exclusive research with Eliza Grimond, Senior Content Manager and Simon Chinnery, Head of DC Client Solutions.
Read the full research here: www.lgim.com/dc-esg-research
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 Legal & General 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 Legal & General Investment Management. 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
May 14, 2020 • 32min
104: The CIO Call: Deep dive into emerging markets
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors:
· Sonja Laud, Chief Investment Officer
· Erik Lueth, Global Emerging Market Economist
· Uday Patnaik, Head of Emerging Market Debt
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 and hit subscribe in your Apple Podcasts or Spotify app or wherever you listen to podcasts.
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 Legal & General 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 Legal & General Investment Management. 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
May 7, 2020 • 32min
103: The CIO Call: 7 May 2020
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors:
· Sonja Laud, Chief Investment Officer
· Mark Benstead, Head of Active Credit Solutions
· Chris Jeffery, Head of Inflation and Rates Strategy
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 and hit subscribe in your Apple Podcasts or Spotify app or wherever you listen to podcasts.
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 Legal & General 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 Legal & General Investment Management. 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
