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 Management249: How to pick a third-party fund manager
How does a fund manager pick a third-party fund manager? How important is performance, personality and positioning? In this episode, Justin Onuekwusi, Head of…
- L&G Talks Asset Management
248: In conversation with Colin Reedie
LGIM’s Head of Active Strategies Colin Reedie is one of our most experienced investors. In this episode he breaks down his storied career, from his early days…
- L&G Talks Asset Management
247: Are we there yet?
Sonja Laud, LGIM’s Chief Investment Officer, and her expert panel discuss the outlook for the global economy and key asset classes in 2023, in our first CIO…
L&G Talks Asset Management246: China reopening, falling US profits and dwindling European inflation – Market Talk
Where did Santa get to at the end of 2022? How will China’s economy fare in light of the easing of its COVID restrictions? And what was behind Japan’s recent…
- L&G Talks Asset Management
245: Real assets outlook
To say real assets – most notably the areas of real estate equity and private credit – have endured a challenging year may be somewhat of an understatement…
- L&G Talks Asset Management
244: Thematic investing: a look back on 2022 and our longer-term outlook
Markets have been volatile in 2022, but how have thematic investments fared? And looking to 2023 and beyond, which thematic areas might take centre stage given…
- L&G Talks Asset Management
243: What to expect in 2023 – the CIO call
In our final CIO call of the year, Sonja Laud, LGIM’s Chief Investment Officer, discusses the key themes that have dominated 2022 for investors and surveys the…
L&G Talks Asset Management242: Looking back and looking forward – Market Talk
Just how badly have asset classes performed in 2022? And where next for bonds, credit and equities given investors start 2023 with a decent yield cushion? In…
L&G Talks Asset Management241: In conversation with Richard Romer-Lee
In this episode Richard Romer-Lee, CEO at Square Mile Investment Consulting & Research, chats with James Crossley, Head of UK Wholesale Distribution at LGIM…
- L&G Talks Asset Management
240: COP27 and the case against blanket divestments – the CIO call
In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the key takeaways from the COP27 climate summit thus far. She also argues for…
- L&G Talks Asset Management
239: Swimmer Lewis Pugh on the climate crisis and coral
Lewis Pugh, the endurance swimmer and UN Patron of the Oceans, discusses his recent swim to raise awareness of the threat posed by climate change to coral…
- L&G Talks Asset Management
238: Fed stays firm, China vol and US CPI – Market Talk
Despite credit rallying in the hope of a US policy pivot, the Federal Reserve has reaffirmed its intention to keep a lid on inflation at all costs. Whether…
- L&G Talks Asset Management
237: Q3 earnings: what we’ve learnt from the hits and misses
In this episode Lars Kreckel, Global Equity Strategist, discusses the US Q3 earnings season and what it tells us about the state of the consumer and the wider…
- L&G Talks Asset Management
236: Blog on the pod: liquidity, cycles and bubbles
In this episode, Emiel van den Heiligenberg, Head of Asset Allocation, discusses why liquidity is so important for investors, where we are in the economic…
- L&G Talks Asset Management
235: Healthcare technology: life-changing advances at the cutting edge
Having lagged behind other sectors in its uptake of technology, healthcare could now have reached a pivotal moment. From AI and natural language processing to…
- L&G Talks Asset Management
234: US midterms vs markets – the CIO call
Sonja Laud, LGIM’s chief investment officer, discusses how next month’s midterm elections might impact the US economic outlook and dollar assets more broadly…
- L&G Talks Asset Management
233: Fed whispers, Q3 earnings and US TIPS – Market Talk
Why is there renewed talk of a possible policy pivot from the US Federal Reserve? What should investors be focusing on heading into Q3 results season? And what…
- L&G Talks Asset Management
232: A sterling effort? Reviewing the fallout from the UK’s mini-budget
It’s been a turbulent two weeks for the British economy, with Chancellor Kwasi Kwarteng’s ‘mini-budget’ sending sterling plummeting, gilt yields soaring and…
- L&G Talks Asset Management
231: Navigating vol in global financial and European clean energy markets – Market Talk Asia Special
Real yields are rising, the dollar continues to firm against all major currencies and the UK economy has been caught in the crosshairs. But how should…
- L&G Talks Asset Management
230: Striving to make index strategies net-zero heroes
With the race to net zero in full swing we examine how index investors can pursue such an objective through understanding how to define net zero, why it is…
- L&G Talks Asset Management
229: Sometimes it’s hard to be a woman – tackling the gender pension gap
In this episode, Stuart Murphy, Legal & General’s Co-Head of DC, and Al Miles, Legal & General’s Senior Solutions Strategy Manager, discuss the issues that…
- L&G Talks Asset Management
228: US and European tightening, China easing – Market Talk
Is the bear market rally in credit and equities officially over following the Jackson Hole meeting of central bankers? And what are the implications of higher…
- L&G Talks Asset Management
227: Investing through a market regime shift – the CIO call
In our last episode of August, Sonja Laud, LGIM’s chief investment officer, discusses why the second half of 2022 has started on a decidedly more pleasant note…
- L&G Talks Asset Management
226: Taiwanese tensions, a bleak BoE outlook and US inflation - Market Talk
In the last episode of Market Talk for the summer, Ben Bennett, Head of Investment Strategy and Research assesses implications for investors regarding the…
- L&G Talks Asset Management
225: We’re all goin’ on a summer holiday
In this episode we chat with Hetal Mehta, Senior European Economist, Emiel van den Heiligenberg, Head of Asset Allocation and Laura Brown, Head of Client…
- L&G Talks Asset Management
224: Market rallies, Fed’s move and China – Market Talk
In this episode, Ben Bennett, Head of Investment Strategy & Research, looks at reasons behind the rally in bond and equity markets, options for central bankers…
- L&G Talks Asset Management
223: Is the party over for post-Jubilee Britain?
In this episode of Blog on the Pod: as the UK prepares for the Conservative Party to select its fourth leader since 2016, we explore the economic challenges…
- L&G Talks Asset Management
222: The outlook for EM assets – the CIO call
In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the investment outlook over the coming months, with a focus on the growth vs…
- L&G Talks Asset Management
221: In conversation with… Bill Hughes, Global Head of Real Assets
In this episode, hear what attracted Bill to the world of property in the first place, as well as his views on the role of big cities, urban regeneration and…
- L&G Talks Asset Management
220: Market Talk Asia Special
Against a backdrop of a gruelling six months for investors, we take a deep-dive into the world of high yield and investment-grade bonds, a look at underlying…
- L&G Talks Asset Management
218: Aggressive central banks, fragile markets – the CIO call
In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the current bout of market volatility, with a focus on trading conditions…
- L&G Talks Asset Management
217: Rising oil prices and slowing growth – Market Talk
Why is the oil price firming and what are the repercussions for global growth? And how quickly will central bankers continue to tighten monetary policy? Ben…
- L&G Talks Asset Management
216: Building a case for the build-to-rent sector
In this episode Mike Adefuye, Senior Research Manager, Real Assets, paints a picture of a typical BtR apartment, analyses the risks and opportunities faced by…
- L&G Talks Asset Management
215: Margin compression, bear markets and a dollar focus – Market Talk
What’s behind the latest profit warnings from US retailers? How is bad news being received by investors? And what’s behind the recent dollar strength? Ben…
- L&G Talks Asset Management
214: Recession risk, real estate and responsible investing – the CIO call
In this month’s episode, Sonja Laud, LGIM’s Chief Investment Officer, discusses recession risk, where we are in the economic cycle and understanding the…
- L&G Talks Asset Management
213: Are we losing the fight against cybercrime?
Cyberattacks on critical national infrastructure are on the increase, and companies also face increasingly sophisticated threats to their data. In today’s…
- L&G Talks Asset Management
212: Rising recession risk and US tech falls – Market Talk
Higher inflation, slower growth and tighter monetary conditions have led to increased talk of recession. But just how much recession risk is priced into…
- L&G Talks Asset Management
211: Active ownership: Global engagement to deliver positive change
In this special podcast we highlight some of the issues in our 11th annual Active ownership report - from the real living wage and inequality, through to flood…
- L&G Talks Asset Management
210: Climate, COVID or cash: What’s making DC savers tick in 2022?
Amid the turmoil of the year so far, what is the prevailing factor dominating DC savers’ pension preferences? In this podcast, we take a deep dive into the…
- L&G Talks Asset Management
209: Why the cost of living just got more expensive
In this episode of LGIM Talks, Hetal Mehta, Senior European Economist, analyses the reasons behind skyrocketing living costs, the policymakers’ response and…
- L&G Talks Asset Management
208: Contrarian views, geopolitics and ESG questions – the CIO call
In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discussed the complex market environment facing investors, with a focus on inflation…
- L&G Talks Asset Management
207: Market Talk Asia Special
In this special edition of Market Talk, we take a more in-depth look at the twin factors driving markets currently; growth and inflation. More specifically we…
- L&G Talks Asset Management
206: Checking in on the hotel sector
Two years on from the first COVID lockdown, and in this podcast, we look at how the hotel sector has recovered since then, how it’s coping with current…
- L&G Talks Asset Management
205: Hang Seng, rate hikes and higher yields – Market Talk
In this latest edition of Market Talk, Ben Bennett, Head of Investment Strategy and Research explains the reasons behind China’s volatile stock market, why…
- L&G Talks Asset Management
204: Ukraine conflict: Energy, index and debt implications
In this special update, Sonja Laud, our CIO, discusses the latest macro and market implications of the conflict in Ukraine, with a particular focus on…
- L&G Talks Asset Management
203: International Women’s Day special
In celebration of International Women’s Day, Sarah Bates, Co-founder of the Diversity Project, spotlights the changing attitudes towards women in financial…
- L&G Talks Asset Management
202: When geopolitics and inflation collide
The conflict in Ukraine is moving markets worldwide, driving the oil price to its highest level in more than seven years. But what does this mean for…
- L&G Talks Asset Management
201: Ukraine conflict: Implications for investors
The conflict in Ukraine is moving markets worldwide. So we’re sharing with our podcast listeners the recording of a live client call we held on Thursday with…
- L&G Talks Asset Management
200: Geopolitical tensions, bruised bonds and rising inflation – Market Talk
In this fortnightly episode of Market Talk, Ben Bennett, LGIM’s Head of Investment Strategy and Research, looks at the market implications of escalating…
- L&G Talks Asset Management
199: Global inflation – how worried should we be?
In this short podcast, our Global Economist James Carrick, takes a brief look at the causes behind global inflation, its differing effects on consumers and the…
- L&G Talks Asset Management
198: Central bank surprises and credit investing – the CIO call
In this month’s CIO call, Sonja Laud, LGIM’s chief investment officer, discusses how the hawkish shift in monetary policy is reverberating across markets, with…
- L&G Talks Asset Management
197: In conversation with Rita Butler-Jones
From her early days of excelling on the netball court, and singing in Gilbert and Sullivan’s operettas, to navigating the defined contribution pension…
- L&G Talks Asset Management
196: Chinese New Year Special – Market Talk
As China prepares to enter a new lunar year, Ben Bennett, Head of Investment Strategy and Research gives us a deep dive into Chinese equities, bonds, property…
- L&G Talks Asset Management
195: Tech turmoil and fighting thematic FOJI
It has been a difficult start to the year for many tech stocks. In this episode, we look through the present volatility to examine the broader relationship…
- L&G Talks Asset Management
194: Bond tantrums and equity market corrections – Market Talk
Bond yields are grinding higher and volatility has returned to global stock markets. So what’s driving the changing narrative and what can we expect to glean…
- L&G Talks Asset Management
193: Rising US bond yields, tech woes and a China rate cut – Market Talk
As the Federal Reserve prepares to push the button on US interest rates, Ben Bennett, head of investment strategy and research looks at the implications of…
- L&G Talks Asset Management
192: CIO call special: Are we entering another Roaring Twenties?
In this month’s special edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, discussed the macro and market outlook this year, with a focus on…
- L&G Talks Asset Management
191: What does net zero mean to you: LCP
In our final episode of our mini-series, join Lindsey Bass and Laura Brown as they interview Claire Jones and Dan Mikulskis from LCP, pulling apart the threads…
- L&G Talks Asset Management
190: LDI Outlook: Inflation focus
As inflation continues to hit the headlines, we discuss the challenges and questions that DB pension portfolios are likely to face in 2022, and what we expect…
- L&G Talks Asset Management
189: CIO outlook: How we’re tackling 2022
In this year’s final edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, discussed the themes likely to dominate markets next year and other…