Shows / L&G Talks Asset Management
L&G Talks Asset Management
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…
Episodes
L&G Talks Asset Management309: 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…
- L&G Talks Asset Management
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…
- L&G Talks Asset Management
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…
- L&G Talks Asset Management
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…
- L&G Talks Asset Management
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…
- L&G Talks Asset Management
304: Macroeconomics, solutions and asset allocation – the CIO call
In this podcast, Sonja Laud, LGIM’s CIO, is joined by Guy Whitby-Smith, Head ofSolutions, and John Roe, Head of Multi-Asset Funds, who share their insights and…
- L&G Talks Asset Management
303: Charting real assets in 2024 and beyond
After a dramatic 2023, what could 2024 hold for investors in real assets? And what are the key megatrends that will determine performance, both for this year…
- L&G Talks Asset Management
302: Rallies, Red Sea disruption and Taiwanese elections – Market Talk
In this first episode of Market Talk for 2024, Ben Bennett examines the extent to which bonds and equities rallied following December’s Fed pivot. He also…
- L&G Talks Asset Management
301: Active Fixed Income outlook: 2024
Bond investors have enjoyed a strong rally over the last two months. But, as we approach 2024, will the optimism for fixed income investments continue? Will…
- L&G Talks Asset Management
300: How we’re preparing for 2024 – the CIO call
In our last CIO call of 2023, we discuss what we’ve learnt from yet another extraordinary year for investors – and how we’re positioning into 2024. During the…
- L&G Talks Asset Management
299: What will 2024 bring? Market Talk
In the last episode of Market Talk for the year, Ben Bennett looks at how fixed income might pan out in a recessionary macroeconomic environment. With US…
- L&G Talks Asset Management
298: Will illiquid investments help or hinder DC pensions?
Illiquid assets may be the talk of the DC town right now, but how can we use them to help maximise long-term returns for members, mitigate potential risks and…
- L&G Talks Asset Management
297: What does the term ‘cashflow-driven investing’ actually mean?
Although many schemes have seen their funding positions improve steadily in recent years and endgame is on the horizon, all defined benefit (DB) schemes still…
- L&G Talks Asset Management
296: COP28: What to watch for
With the earth on track for its hottest year on record, and the COP28 summit due to open later in November, we’ve devoted this month’s CIO call to climate…
- L&G Talks Asset Management
295: US CPI, oil and the ‘Magnificent Seven’ – Market Talk
Is the recent rally in bonds and equities, on the back of the latest US CPI numbers, wholly justified? And why is the oil price relatively subdued?…
- L&G Talks Asset Management
294: Are companies really making progress on ESG?
Ahead of the publication of a major study of long-term ESG trends, LGIM’s Head of Index Solutions Fadi Zaher discusses the biggest findings from the research…
- L&G Talks Asset Management
293: What AI means for investors
The explosive launch of ChatGPT in late 2022 highlighted the immense potential of artificial intelligence. In our latest CIO call, we discuss the implications…
- L&G Talks Asset Management
292: Higher yields, China stimulus and Singapore bound – Market Talk
In this episode, Ben Bennett, Investment Strategist APAC, explains what’s behind the lurch higher in bond yields and how that’s impacting other asset classes…
- L&G Talks Asset Management
291: How could UK real estate perform after repricing?
This week LGIM Talks sits down with Bill Page, Head of Real Estate Research at LGIM Real Assets. As in many markets, British real estate has been undergoing a…
- L&G Talks Asset Management
290: Spotlight on strategic bonds strategies
In this episode, LGIM fund managers Matthew Rees and Francis Chua discuss the evolution of strategic bond strategies and what’s in store in the future, with…
- L&G Talks Asset Management
289: Bond jitters, heightened vol, crowding out – Market Talk
Against a background of heightened volatility and bond market jitters, in this episode, Ben Bennett, discusses the possible reasons behind the sharp rise in…
- L&G Talks Asset Management
288: What do ‘higher for longer’ rates mean for markets?
Following a momentous month for central banks, Sonja Laud, LGIM’s CIO, discusses with her expert panel whether we’ve reached peak interest rates and what to…
- L&G Talks Asset Management
287: Positively charged: lithium and the electric vehicle revolution
Batteries have a critical role to play in the transition to net zero, with the rapid rise of electric vehicles demonstrating how far the technology has evolved…
- L&G Talks Asset Management
286: Stagflation, Japan and typhoons - Market Talk
With China experiencing deflation, and as Europe starts to encounter sticky inflation and slowing growth, is the US the only bright spot in the global economy…
- L&G Talks Asset Management
285: How LGIM votes: lifting the lid on AGM season
With AGM season wrapped up for companies around the world, our Investment Stewardship experts discuss how LGIM voted on key issues in 2023. LGIM’s Investment…
- L&G Talks Asset Management
284: In Conversation with… Andrzej Pioch
To celebrate 10 years of LGIM’s Multi-Index strategies, we catch up with fund manager Andrzej Pioch who shares his career story, achievements and lessons…
- L&G Talks Asset Management
283: US jobs data, Chinese equities and high yield
Why were investors happy with the latest US jobs data? Have we reached ‘peak pessimism’ in terms of Chinese equities? And what are generous yields in the…
- L&G Talks Asset Management
282: Biodiversity and why we haven’t hit ‘peak ESG’ – the CIO call
Why does biodiversity loss pose material risks to investors – and what are we at LGIM doing about them? In our latest CIO call, hosted by Sonja Laud, LGIM’s…
- L&G Talks Asset Management
281: The power of partnerships: Endgame Solutions and Pension Risk Transfer
In this latest edition of LGIM Talks we take a road trip over to our partners in Legal & General’s Pension Risk Transfer (PRT) business, where Roshni Sakaria…
- L&G Talks Asset Management
280: Happy holidays from LGIM Talks!
We’re taking a short break from the pod but we’ll be back late August with more news and views from across our investment teams.
- L&G Talks Asset Management
279: US rating downgrade, UK rates and a raft of data - Market Talk
In this episode, Ben Bennett talks through the implications of the recent downgrade in US sovereign debt, further rate tightening from the UK and elsewhere and…
- L&G Talks Asset Management
278: UK interest rate rises – what do they mean for individuals, businesses and house prices?
Having been the first major developed world central bank to raise interest rates in the aftermath of the COVID-19 pandemic, the last 18 months have seen the…
- L&G Talks Asset Management
277: Quality time: what are quality equities, and how can investors gain exposure?
ETF Analyst Elisa Piscopiello explains how quality is defined in systematic investment strategies, and how portfolios can be constructed to capture quality…
- L&G Talks Asset Management
276: Inflation prints, fiscal rules and the G20 – Market Talk
Is the latest US CPI print a potential game changer for investors? Why aren’t credit spreads pricing in more recession risk? And why do Eurozone countries need…
- L&G Talks Asset Management
275: Public and private credit: the CIO outlook
Sonja Laud, LGIM’s Chief Investment Officer, and fellow experts in the field of public and private credit, discuss implications for asset classes against the…
- L&G Talks Asset Management
274: Artificial intelligence, investing, and you
The last six months have seen an explosion of interest in artificial intelligence, with excitement around the technology almost single-handedly driving a rally…
- L&G Talks Asset Management
273: From headaches to hedges: the role of an asset allocator
With major asset classes no longer positively correlated, has calm been restored for the asset allocator? Or is persistent inflation still the cause of major…
- L&G Talks Asset Management
272: LGIM’s seventh Climate Impact Pledge
LGIM’s Climate Impact Pledge is our promise to help investee companies tackle climate change and transition to a low-carbon economy. Our approach combines…
- L&G Talks Asset Management
271: US tightening, China easing - Market Talk
Why is the US having to withdraw liquidity from the system? But why have the Chinese authorities taken to targeted stimulus? What’s the oil price and yield…
- L&G Talks Asset Management
270: Real assets reset – the CIO call
In this month’s call, Sonja Laud, LGIM’s Chief Investment Officer, outlines the next focus areas for investors going into the second half of 2023 in light of…
- L&G Talks Asset Management
269: Debt ceiling, FAANGs and football pitches - Market Talk
Against a backdrop of somewhat quieter markets, we ask what are short-term Treasuries telling us about debt ceiling negotiations? What’s behind the strong…
L&G Talks Asset Management268: Spotlight on European credit
With bonds and equities falling in tandem, 2022 was an exceptional year for the financial markets. As we approach 2023’s halfway point, have we returned to…
- L&G Talks Asset Management
267: Blog on the pod: is water the most overlooked natural resource?
It’s easy to take clean running water for granted, but climate change, population growth and infrastructure failings mean demand will increasingly outstrip…
- L&G Talks Asset Management
266: Central bank deluge, China and coronation quiche - Market Talk
Against a background of macroeconomic uncertainty, are central bankers right to hike interest rates? Is China’s post-COVID recovery still on track? And what’s…
- L&G Talks Asset Management
265: Active ownership in action
To coincide with the launch of LGIM’s 12th annual Active Ownership report, we discuss the depth and breadth of our work in 2022 on the issues of deforestation…
- L&G Talks Asset Management
264: Exploring emerging markets – the CIO call
For this month’s call, CIO Sonja Laud is joined by two experts for an in-depth discussion on emerging market debt and equities. As the growth differential…
- L&G Talks Asset Management
263: US employment, China credit and gold – Market Talk
What are the latest jobs data telling us about the state of the US economy? How will US core inflation numbers shape Fed thinking? What’s behind the recent…
- L&G Talks Asset Management
262: What does the term ‘buyout’ actually mean?
With the backdrop of rising interest rates leading to lower pension scheme liabilities on average, many schemes have seen their funding positions improve…
- L&G Talks Asset Management
261: Central banks, jittery markets and climate scenarios – the CIO call
After two unscheduled CIO calls on developments in the banking sector, we return with a regular episode to take stock of the investment landscape, with a focus…
- L&G Talks Asset Management
260: A balanced view of banking developments – Market Talk
The last couple of weeks have seen investor nerves somewhat shredded. But why have equities proved more resilient than credit? And have central bankers done…
- L&G Talks Asset Management
259: Banks, bondholders and the macro outlook
We’ve held a second live webinar to discuss ongoing pressure on banks worldwide, underscored by the takeover of Credit Suisse* by UBS, which raises questions…
- L&G Talks Asset Management
258: Banking sector stress – what do investors need to know?
We’ve held a special live webinar with our clients to discuss the pressure on the global banking sector – and on European lenders in particular – following the…
- L&G Talks Asset Management
257: Blog on the pod: how the market found a home for orphan drugs
Innovative treatments are needed for those affected by rare conditions, but how do the economics stack up given the huge costs involved? Elisa Piscopiello, ETF…
- L&G Talks Asset Management
256: Curve inversion, credit and China
With inflation as sticky as it is, bond yields are on the rise. But why isn’t credit following suit? And is China’s growth forecast for 2023 enough to avoid a…
- L&G Talks Asset Management
255: Japan – dancing to a different tune?
While Western economies continue to keep interest rates at elevated levels, it seems Japan’s fiscal expansion knows no bounds. So what’s behind the country’s…
- L&G Talks Asset Management
254: Ukraine, geopolitical risk and mispriced markets – the CIO call
A year after Russia’s invasion of Ukraine, Sonja Laud, LGIM’s Chief Investment Officer, discusses what investors have learned about geopolitical risk and its…
- L&G Talks Asset Management
253: Mixed signals from the US and China as the Bank of Japan appoints a new governor – Market Talk
After a strong start to year for both equities and credit in the US, has market sentiment become uncoupled from fundamentals? Why is China seemingly displaying…
- L&G Talks Asset Management
252: Blog on the pod: What did we learn from the latest round of central bank action?
LGIM’s Senior European Economist Hetal Mehta breaks down the latest round of rate hikes from the Bank of England, ECB and Fed. After a winter of gloomy…
- L&G Talks Asset Management
251: Blog on the pod: ‘Tis the season
Now that most companies have released their Q4 earnings statements Lars Kreckel, Global Equity Strategist in the Asset Allocation team, expands on his recent…
- L&G Talks Asset Management
250: Rallies, soft landings and rate rises - Market Talk
What’s behind the latest rise in equities, bonds and credit? Is the glass half-full or half-empty when it comes to forecasting a US recession? And as China…