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 21, 2024 • 23min
344: Dollar dominance deconstructed – Market Talk
Will the US Federal Reserve cut rates again in December? How is dollar strength affecting Europe and Japan? And why have markets been unmoved by the policy support announcement from China?This podcast is hosted by Harry Brooks, Content Manager.All data is sourced from Eikon as at 20 November 2024 unless otherwise stated.For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.
Nov 15, 2024 • 28min
343: COP16 – outcomes, opportunities and observations
Earlier this month, representatives of 196 countries gathered in Columbia for the United Nations’ COP16 – the world’s largest biodiversity summit. It was two years ago at COP15 - when governments struck a historic deal to halt the destruction of ecosystems. So, COP16 had big boots to fill! But what actually happened at the summit and what could it mean for the planet and investors?In this episode, we interview two climate and nature experts in our Investment Stewardship team – Alex Burr, ESG policy lead, and Toby MacKean, ESGanalyst. Alex and Toby flew out to Columbia for the summit and will be sharing their ‘on the ground’ perspectives to help us navigate the event and its potential impact.For professional investors only. Capital at risk.
Nov 7, 2024 • 29min
342: What does Trump’s election win mean for investors?
Following Donald Trump’s historic comeback, we assess the key implications for investors in a special podcast recorded hours after the result was announced.
During the call, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Jason Shoup, CIO and Co-Head of Global Fixed Income at LGIM America, and Tim Drayson, Head of Economics at LGIM. They also cover:
The immediate market reaction to the election result – and whether we think this is sustainable, including the longer outlook for Treasuries and the US yield curve
The interplay between tariffs, growth and inflation – and potential impact on monetary policy worldwide
How Trump’s victory might affect the geopolitical makeup of an increasingly multi-polar world
The podcast is the edited audio from a client webinar held on 6 November, moderated by Mark Johnson, Head of UK, Institutional and Wholesale.
For professional investors only. Capital at risk.
Oct 17, 2024 • 20min
341: What does ‘climate action investing’ actually mean?
The goal is to allocate more capital to the business opportunities the transition creates, while simultaneously driving down emissions over time.
Traditionally investors and companies have asked the question: “How should an investor balance a focus on reducing their climate impact with a desire for financial returns?” However, it is our firm belief that we could be asking a different, more positive question: “How can these opportunities and risks be addressed simultaneously?”
In our latest Climate Solutions podcast we delve into the detail of climate action investing. Why do we see the need for a more active approach? What’s a method investors can employ to seek to reduce emissions and target returns simultaneously? And practically speaking, how do we believe value can be unlocked from the energy transition?
Our Head of Climate Solutions, Nick Stansbury and Robert White, our Head of Active Equities, explain all.
To discover more about climate action investing, please read our latest whitepaper Climate change: Inaction is not an option https://blog-cms.lgim.com/globalassets/lgim/_document-library/climate-change-inaction-is-not-an-option-whitepaper-final.pdf
For professional investors only. Capital at risk.
Oct 10, 2024 • 27min
340: China rally, US jobs and Japan’s new PM – Market Talk
Has the blistering rally in Chinese equities got further to go, or was that it? What do strong jobs numbers out of the US tell us about the likely path of interest rates? And how could the arrival of a new prime minister in Japan affect the strength of the yen?
This podcast is hosted by Harry Brooks, Content Manager.
All data is sourced from Eikon as at 8 October 2024 unless otherwise stated.
For professional investors only. Capital at risk.
Oct 3, 2024 • 15min
339: Fixed income in focus: checking in on Euro credit
For the latest in our quarterly series of updates on the global fixed income market, LGIM’s Head of Euro Credit Marc Rovers gives us a detailed briefing on where the European debt market is, and where it may be heading.
In a broad-ranging discussion, we cover what lay behind the late summer’s sporadic spikes in volatility, potential European spillover effects from the US election, why bond issuance is running at an all-time high – and much more.
This episode is hosted by Andrew Lowry, European Content Manager.
For professional investors only. Capital at risk.
Sep 25, 2024 • 38min
338: US election: key themes for investors – the CIO call
Many of the themes at the heart of the US election are of immense importance to investors. As the presidential race enters its final stage, we discuss the key investment implications.
During the podcast, Sonja Laud, LGIM’s Chief Investment Officer, is joined by three colleagues from LGIM America: Jason Shoup, CIO and Co-Head of Global Fixed Income; Jason Becker, Head US Credit Strategy; and Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy. They cover:
Our view that the risk of a “sweep” vote may be underpriced by markets
The implications for fiscal and monetary policy under a Harris or Trump administration
The outlook for US credit markets and EM fixed income under different outcomes
Broader themes in common with elections elsewhere globally, not least the focus on immigration
In addition, our speakers offer their usual recommendations for extracurricular reading and viewing material.
The podcast was recorded on 23 September and was moderated by Max Julius, Head of Content.
For professional investors only. Capital at risk.
Sep 19, 2024 • 30min
337: In conversation with… Ben Cherrington, Head of UK Wholesale
What does it take to rise up the ranks of investment distribution? And how has the advent of hybrid working and the demise of corporate hospitality changed the business of selling funds?
In this episode, Ben Cherrington, LGIM’s Head of UK Wholesale, shares candid insights from more than two decades spent at some of the best-known asset managers, and explains why it’s a tougher business now than ever before.
This episode is hosted by Harry Brooks, Content Manager.
Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.
Sep 12, 2024 • 21min
336: Volatility, dis-inversion and the path of rates – Market Talk
What was behind last month’s ‘flash crash’ and last week’s smaller wobble? Does the dis-inversion of the US treasury yield curve signal recession? And what are markets telling us about the likely path of interest rates in the US, Europe and the UK?
This podcast is hosted by Harry Brooks, Content Manager.
All data is sourced from Eikon as at 10 September 2024 unless otherwise stated.
For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.
Sep 5, 2024 • 16min
335: Master trust matters with Robert Waugh, Chair of Trustees of the Legal & General Mastertrust
It’s been more than a year since Robert Waugh took over as the independent chair of the Legal & General Mastertrust’s board of trustees.
In our latest DC podcast, Robert and Kim Brown, Head of Mastertrust & IGC, review the highlights and challenges of his first year in post, the implications of a change of government – which had been elected just two weeks before their conversation – and Robert’s ambitions for the future.
Kim also finds out more about the man behind the role including Robert’s interests and what he’d recommend from his recent reading list.
For professional investors only. Capital at risk
