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
Dec 5, 2018 • 23min
21: UK housing market: A home run?
Is the future of the UK a nation of homeowners, long-term renters or somewhere in between? Returning guests Hetal Mehta and Eleanor Jukes join us this week to talk about one of the UK’s favourite topics of conversation – property. The government’s recent commitments to providing a range of solutions to the housing imbalance has created a number of investment opportunities for institutional capital. Eleanor Jukes, Senior Strategist, Real Assets teamHetal Mehta, Senior European Economist, Asset Allocation teamMark Chappel, Senior Investment Writer Read more about our research and insights here: https://futureworldblog.lgim.com/ We want to hear from you! Email us at mark.chappel@lgim.com with you thoughts on the podcast and any suggestions of the types of content you’d like to see covered. 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.
Nov 28, 2018 • 30min
20: Better diversity, better decisions
The business case for gender diversity is clear – diverse companies are able to benefit from harnessing all available talent, potentially improving their share price as a result. Clare Payn talks to us about why it’s important to celebrate the progress businesses have made so far while recognising the areas where there’s still work to be done. Listen to find out the most cringe-worthy excuses she hears from CEOs and why ‘group think’ is a key risk to companies and their performance.
Clare Payn, Head of Corporate Governance North America
Mark Chappel, Senior Investment Writer
Read Clare’s research on the importance of gender diversity here:
http://www.lgim.com/files/_document-library/capabilities/the-importance-of-gender-diversity.pdf
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.
Nov 21, 2018 • 23min
19: Late cycle dynamics and low-risk portfolios
With interest rate hikes and ‘quantitative tightening’, the end of the economic cycle draws nearer every day. Tightening central bank policies and increased volatility have fuelled fears of the next economic contraction. This week, we ask how investors can manage low-risk portfolios and mitigate the ‘nightmare scenario’ of falling equities and fixed income returns? Justin Onuekwusi, Head of Retail Multi-Asset FundsAimee Bowkett, Product Specialist, Asset Allocation teamPaul Pugh, Senior Manager Strategic Accounts Read more about Justin and Aimee’s research: http://www.lgim.com/uk/ad/insights/our-thinking/investment-foresight/late-cycle-dynamics-and-low-risk-portfolios.html 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.
Nov 14, 2018 • 27min
18: Politics & policy: Freedom for the central banks and unconventional policy
In the next economic downturn, central banks will likely have to reach further into their unconventional playbook. The days of simply cutting interest rates in periods of economic and market stress are behind us. In the short term, markets have an unhealthy obsession with parsing every word and phrase of central bankers for clues to their immediate policy intentions. But which policymakers have the most freedom to act and what does that imply about asset prices?
Alex Mack, Fund Manager
Chris Jeffery, Strategist
Mark Chappel, Senior Investment Writer
Read more about Chris and Alex’s research:
http://www.lgim.com/uk/en/insights/our-thinking/long-term-thinking/unconventional-policy-in-the-next-downturn.html
http://www.lgim.com/uk/en/insights/our-thinking/long-term-thinking/freedom-for-the-central-banks.html
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.
Nov 7, 2018 • 23min
17: DC: Reducing money worries with financial wellbeing
Retirement and pensions can often seem a long way off for many people – we all still need and often worry about money for everyday living so how can we help individuals see the value in saving for the future? With 40% of people indicating that they do not have good control of their money or manage it well (Money Advice Service) it can often feel saving more into a pension is difficult hurdle to overcome. But by using the right techniques, financial wellbeing can reduce the number of under-savers and help people be financially happy today.Read more about how financial wellbeing can lead to higher savings here: http://www.lgim.com/uk/en/insights/our-thinking/client-solutions/can-better-financial-wellbeing-lead-to-higher-savings.htmlStuart Murphy, Head of DC Client ManagementSimon Chinnery, Head of DC Client SolutionsThis 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.
Oct 31, 2018 • 24min
16: Property: The future of leisure
The way people are spending their free time is changing. Successful leisure properties are destination locations – a place to socialise, network and be entertained. From escape rooms and trampolines, to the classic cinemas and bowling alleys, discretionary spending at leisure properties is increasing as people seek more ‘experience’ activities. This week, we talk about how leisure businesses are rising to meet this challenge and that owners of leisure property need to be as responsive and forward-thinking as their occupiers.
Read more about the team’s insights here:
https://www.legalandgeneral.com/institutional/real-assets/insights/thought_leadership/the-future-of-leisure.html
Eleanor Jukes, Senior Strategist, LGIM Real Assets
Louis Storrar, Senior Asset Manager, LGIM Real Assets
Mark Chappel, Senior Investment Writer, LGIM
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.
Oct 23, 2018 • 17min
15: DB: The strategic case for alternative credit
The falls over the past two years in high yield and emerging market debt (‘alternative credit’) credit spreads, along with indications of late-cycle behaviour in the US, has made some investors nervous about allocating to these areas. But should pension schemes reconsider? We discuss attractive qualities of alternative credit and how fund manager Martin Reeves has his whole family invested in high yield.
Read more about the team’s insights here:
http://www.lgim.com/uk/en/insights/our-thinking/client-solutions/broadening-the-universe-the-strategic-case-for-alternative-credit.html
Christy Morrison, Head of Global Fixed Income Distribution
Jonathan Joiner, Solutions Manager
Martin Reeves, Head of Global High Yield
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.
Oct 16, 2018 • 24min
14: Behind the scenes: LGIM Asset Allocation team
How well an investment team works is determined by more than a documented investment process. In this episode, the Asset Allocation team take a candid look at how they respond to the challenges of working to reach a ‘team’ view, using three key themes as working examples: operating in a new political paradigm, investing in technology and how sometimes you just need a dollar.To read more about the team’s latest market thoughts, visit www.macromatters.com or www.futureworldblog.comEmiel van den Heiligenberg, Head of Asset AllocationHetal Mehta, Senior European EconomistWillem Klijnstra, StrategistHost: Chris Jeffery, StrategistThis 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.
Oct 9, 2018 • 19min
13: Decumulation Demystified: Should we retire the 4% rule?
Retiring the 4% rule: Decumulation demystifiedThe 4% drawdown rule forms the basis of many advisers’ decumulation propositions. Where there was once complexity – and expensive portfolio analysis – the rule promises simplicity; set, forget, and spend (if required). However, our research shows that the results can often vary significantly depending on when you decide to start saving for your retirement and asset allocation decisions.Read more about the our 4% rule findings here - http://www.lgim.com/uk/ad/insights/our-thinking/investment-foresight/is-it-time-to-retire-the-4percent-rule.htmlAs well as the next article in our Decumulation Demystified series, the factors that influence the optimal decumulation strategy.Guest: Justin Onuekwusi, Head of Retail Multi-Asset FundsHost: Paul Measures, Head of Intermediary SalesDisclaimerThis 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.
Oct 4, 2018 • 24min
12: ESG versus ethical investing
A flood of ‘responsible investment’ funds into the market has caused some confusion in the press about what kinds of companies should be included or excluded from these products. Jeannette Andrews, Corporate Governance Manager, lays out the key distinctions between incorporating environmental, social and governance (ESG) concerns for financial reasons and ethical concerns for moral purposes.
LGIM’s approach to responsible investment is available here -
http://www.lgim.com/files/document-library/capabilities/lgims-approach-to-responsible-investing.pdf
Guest: Jeannette Andrews, Corporate Governance Manager
Host: Mark Chappel, Investment Writer
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.
