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
Apr 4, 2024 • 24min
314: Financial advisers: riding the rollercoaster
With a wave of new regulation and an ever-increasing range of investment products and solutions from which to choose, the job of wealth managers and financial advisers has not been easy. In this special episode, our panel provides the answers to the questions that are front of mind for financial advisers; namely where do they sit in terms of active versus passive investing, model portfolios or multi-asset investing? Traditional versus alternative assets? And what are the key emerging trends in the industry?
The panel consists of: Richard Romer-Lee, CEO of Square Mile, Connor Sloman, Managing Director, Morningstar, and James Crossley, Head of UK Wholesale at LGIM.
For professional investors only. Capital at risk.
Mar 28, 2024 • 21min
313: Strong equities, supportive credit, currency vol – Market Talk
As we head towards the end of the first quarter, Ben Bennett, Investment Strategist APAC, examines the reasons behind equity and credit strength despite sovereign bond yields remaining relatively high. He also explains why, despite the Bank of Japan raising interest rates for the first time since 2007, the yen failed to strengthen.
This podcast is hosted by Frances Watson, Content Manager.
For professional investors only. Capital at risk.
Mar 25, 2024 • 24min
312: Fixed income in focus: emerging market debt
In light of a solid macroeconomic backdrop for emerging markets, and a benign currency outlook, why is investor positioning for emerging market debt still light? And what could be the catalyst for renewed interest in the asset class? Join Uday Patnaik, Head of Emerging Market Debt, and Erik Leuth, Global Emerging Market Economist, as they explore these topics and comment on the raft of upcoming elections in both Latin America and Asia.This podcast is hosted by Frances Watson, Content Manager.All data sourced from the IMF (growth) JP Morgan (default rate numbers ex-China and outflows) and inflows (LGIM/World Bank) as at March 2024. For professional investors only. Capital at risk.
Mar 14, 2024 • 23min
311: Divorced, retired, female: The hidden cost of divorce for women
We all know about the gender pensions gap, but what about the risks to women’s retirement prospects after a divorce?In this International Women’s Day special, Olasumbo Biobaku-Mason, Member Proposition Director at LGIM, speaks to Uche Enemchukwu, ED&I champion and CEO at Nelu Diversified Consulting Solutions, a global company creating meaningful benefits and wellness programs rooted in diversity, equity & inclusion (DE&I) about pension barriers women may face at the end of a marriage.For professional investors only. Capital at risk.
Mar 7, 2024 • 20min
310: An alphabet of acronyms – Market Talk
PCE, CPI and PPI – all forms of measuring inflation and all likely to shape current thinking by the US Federal Reserve and, by implication, other central banks. So, what if June interest rate cuts are pushed out? And how might that affect US investment-grade credit and, ultimately, equities? In alternatives, what’s behind the heady rise in Bitcoin? Ben Bennett, Investment Strategist, APAC, explains all.
All data from Eikon as at 05 March 2024 unless otherwise stated.
This podcast was hosted by Frances Watson, Content Manager.
For professional investors only. Capital at risk.
Feb 22, 2024 • 19min
309: Corporate America, China stimulus and cricket – Market Talk
Given a slew of decent corporate results, is the US economy running too hot? Why are investors shrugging their shoulders over the most recent bout of China stimulus? And what country excels not only at cricket but is also adept at producing strong growth? Ben Bennett, Investment Strategist, APAC explains all.
This podcast is hosted by Frances Watson, Content Manager and was recorded before the release of the Nvidia results.
All data sourced from Eikon as at 20 February 2024.
For professional investors only. Capital at risk.
Feb 15, 2024 • 21min
308: Fixed income in focus: technicals versus fundamentals
In the first of our new series of active fixed income podcasts, we talk to Mat Rees, Head of Global Bond Strategies, about the macro events shaping fixed income, deflation in China and European growth divergence. Mat also outlines the importance of bottom-up research in light of the current environment where technical, not fundamental factors, prevail.
This podcast is hosted by Frances Watson, Content Manager and was recorded shortly after the release of the US CPI print.
Source for issuance figures: RBC as at 31 January 2024.
For professional investors only. Capital at risk.
Feb 8, 2024 • 18min
307: The what, why and how of commodities – LGIM explains
What are broad commodities? Why might an investor want to gain exposure to them as part of a diversified portfolio? And how does the use of futures contracts influence potential returns? Michael Stewart, LGIM’s Head of Pooled Index Strategy, offers a straightforward introduction to the much misunderstood ‘third asset class’. This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon as at 5 February 2024 unless otherwise stated. For professional investors only. Capital at risk.
Feb 1, 2024 • 23min
306: Lunar New Year – Market Talk special
With many countries about to celebrate the Year of the Dragon, Ben Bennett explains why animal spirits have yet to ignite China’s stock market. He also examines the extent of the stimulus measures taken thus far, and gives his thoughts about why this year could be a favourable one in relation to China’s dwindling population. He also gives his usual take on US and UK central bank actions, and explains why the European Central Bank is under pressure to cut rates sooner rather than later. This podcast is hosted by Frances Watson, Content Manager.All data is sourced from Eikon as at 30 January 2024 unless otherwise stated.For professional investors only. Capital at risk.
Jan 25, 2024 • 19min
305: In conversation with Rhodri Mason
In any company, the role of Chief of Staff is an integral part of its daily dealings, although the duties themselves can often be more supportive of others and behind the scenes. In this full and frank interview with LGIM Talks, Rhodri Mason describes how he brings together the many teams within LGIM. He also expands on his involvement with his favourite charity, and reveals how he manages to wind down at weekends.
This podcast is hosted by Frances Watson, Content Manager.
For professional investors only. Capital at risk.
