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 Management188: Real assets 2022 outlook
The search for yield, diversification, cashflow and secure income have all changed the way investors consider real assets in their portfolios. But what are the…
L&G Talks Asset Management187: Looking back on 2021 and looking forward to 2022 – Market Talk.
In the last episode of Market Talk for 2021, Ben Bennett, Head of Investment Strategy and Research takes a look back at financial markets in 2021 – what stood…
L&G Talks Asset Management186: What does net zero mean to you: Brunel
In our third podcast on the theme of “what does net zero mean to you?”, we discuss climate targets and topics with David Vickers from Brunel. Speakers: Guest…
- L&G Talks Asset Management
185: LGIM looks back at a tricky year for fixed income and the 2022 outlook
Why didn’t credit markets behave the way the textbooks said they would at a time when inflation jumped? How will the oil price affect how emerging-market bonds…
- L&G Talks Asset Management
184: Omicron, M&A activity and oil - Market Talk
How will the new COVID variant impact financial markets? What is an uptick in M&A activity telling us? And where next for the oil price? Ben Bennett, Head of…
- L&G Talks Asset Management
183: US Thanksgiving, European COVID restrictions and the growth vs value trade – Market Talk
With the US consumer in good spirits, will the Fed have to taper more quickly than first thought? And with renewed COVID restrictions in Europe what are the…
- L&G Talks Asset Management
182: CIO call special: What does COP26 mean for investors?
In this month’s special edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, examined the implications for investors of this month’s global…
- L&G Talks Asset Management
181: An early Santa rally, emerging market bonds and news on the Fed chair – Market Talk
Strong corporate earnings have propelled equity markets higher and the US dollar is rallying in sympathy. But what does that mean for emerging market debt? And…
- L&G Talks Asset Management
180: What does net zero mean to you: ITS
In our second podcast on the theme of “what does net zero mean to you?”, we discuss climate targets and topics with Tegs Harding from Independent Trustee…
- L&G Talks Asset Management
179: A dovish Fed, strong US payrolls and China’s rising COVID caseloads – Market Talk
Strong US payrolls and still the US Federal Reserve retains a patient stance, while China witnesses the emergence of new COVID cases and renewed lockdowns. Ben…
- L&G Talks Asset Management
178: Hawkish central banks, bouyant equities and rising wages – Market Talk
The end of extreme monetary policy may be approaching but equity markets remain buoyant. So, what’s driving them and could it all change? Ben Bennett, Head of…
- L&G Talks Asset Management
177: LGIM’s CEO talks COP and climate with Lewis Pugh
In this episode, and before travelling to Glasgow’s COP26, Michelle Scrimgeour, LGIM’s CEO, spoke with UN Patron of the Oceans, Lewis Pugh. Discussed were the…
- L&G Talks Asset Management
176: LDI – 20 years on
After 20 years of liability-driven investing, we look back at how trends in LDI have changed over the past two decades and ask what can trustees expect for the…
- L&G Talks Asset Management
175: ‘Bullet-proof’ US equities, inflation and policy tightening – Market talk
US corporate earnings, the global inflation outlook and monetary-policy tightening are the subject of this week’s episode of Market Talk, with Ben Bennett…
- L&G Talks Asset Management
174: Policy errors and market vol – the CIO call
In this month’s episode, Sonja Laud, LGIM’s CIO, discusses recent market and macro developments, in particular how the outlook for monetary policy is likely to…
- L&G Talks Asset Management
173: Adapting for the new normal and beyond: an intermediary’s insights
It’s been a rollercoaster year and a half with unprecedented challenges. While we have recently seen a return to some aspects of life pre-COVID, there is…
- L&G Talks Asset Management
172: Rising energy prices, equity resilience and a possible UK rate hike? Market Talk
Equity markets remain resilient against a backdrop of inflationary pressures, rising commodity prices and possible rate tightening by the Bank of England. But…
- L&G Talks Asset Management
171: Countdown to COP26
As the urgency surrounding the latest UN-backed summit intensifies, we reveal why the public and private sectors need to act now in the face of a climate…
- L&G Talks Asset Management
170: Rising US bond yields, debt ceiling negotiations and the Japanese leadership contest – Market Talk
What do rising US bond yields and a stronger dollar have in common? And how will negotiations over the US debt ceiling play out? Listen to the latest episode…
L&G Talks Asset Management169: What does net zero mean for you?
As climate issues heat up for pension schemes, we’ll be featuring guest speakers from across the investment industry, to discuss “what does net zero mean for…
- L&G Talks Asset Management
168: Like it or lump it: Retiree attitudes to tax-free cash
Tax-free cash may be the nation’s favourite pension perk, but are retirees getting the most out of their money? From behavioural insights to tax efficiencies…
- L&G Talks Asset Management
167: China, inflation, the Fed, and meme stocks – the CIO call
In this month’s episode of the CIO call, Sonja Laud shares her perspective on developments in China’s property sector and tapering by the Federal Reserve, and…
- L&G Talks Asset Management
166: Evergrande, Fed minutes and the German elections – Market Talk
How will the fall-out from Chinese property group, Evergrande, impact investors? And what will a post-Angela Merkel Germany look like? Listen to the latest…
- L&G Talks Asset Management
164: High yield, tapering and behavioural finance
Martin Reeves, Global Head of High Yield, looks at the factors affecting high yield currently and explains what, he believes, are the key takeaways to finding…
- L&G Talks Asset Management
165: The ECB’s quasi-tapering, the US debt ceiling and UK tax rises – Market Talk
What should investors make of the latest rhetoric from ECB President, Christine Lagarde, and how may the latest US and UK fiscal moves impact investors? Ben…
- L&G Talks Asset Management
163: Weaker Chinese data but stronger European inflation - Market Talk
Economic growth may have been downgraded in the US and China but does stronger European inflation necessarily warrant a more hawkish ECB? Listen to Ben…
- L&G Talks Asset Management
162: Is this time really different?
In this month’s episode of the CIO call, Sonja Laud discusses developments at the Fed and in China, with a focus on the global inflation outlook, as well as…
- L&G Talks Asset Management
161: The landlord moratorium: its impact on landlords and savers
In this latest episode of LGIM Talks, Bill Hughes, Head of Real Assets, talks candidly about the extension of the landlord moratorium on the landlord/tenant…
- L&G Talks Asset Management
160: Talking tapering and reducing risk – Market Talk
Is the Fed still on track for tapering in light of the latest US unemployment figures? And how are we looking at risk in light of current stellar equity…
- L&G Talks Asset Management
159: US tech results, China wobbles and a Hong Kong holiday – Market Talk
Ben Bennett, Head of Investment Strategy and Research, talks US technology, tells us why China wobbles are specific to the region and reveals why he’s in…
- L&G Talks Asset Management
158: Gap truth: Why gender still matters when it comes to retirement
Women retiring today can expect to collect less than half of their male counterparts’ pensions. But is the gap narrowing – and what can be done to improve…
- L&G Talks Asset Management
157: The Fed, real yields and China – Market Talk
Why is China initiating a crackdown in certain sectors, what is the rally in global bond prices telling us and could the Fed give us a date for tapering this…
- L&G Talks Asset Management
156: COVID worries, oil and the EC’s proposed climate laws – Market Talk
In this regular episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the market impact of the Delta…
- L&G Talks Asset Management
155: The reflation trade, reconsidered – the CIO call
In this month’s episode, Sonja Laud, LGIM’s CIO, discusses the latest developments moving markets, with a focus on the interplay between the global economy…
- L&G Talks Asset Management
153: US payrolls, ‘Freedom Day’ and the G20 summit - Market Talk
In this regular episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on US payrolls, the opening up of the UK…
- L&G Talks Asset Management
152: In conversation with Shuen Chan
When it comes to responsible investing, many of us realise the need for action on climate change. But do we know the characters behind the cause? Join Shuen…
- L&G Talks Asset Management
151: Fedspeak and fiscal largesse – Market Talk
In this week’s episode of Market Talk, we discuss the ongoing flurry of central bank speak, the outlook for cyclical stocks and some potentially market-moving…
L&G Talks Asset Management150: Finding the greenest generation
For the second year running, we surveyed over 3,000 DC members to find out how the pandemic had affected their attitudes towards saving and if the crisis had…
- L&G Talks Asset Management
149: A hawkish Fed, stronger dollar and soggy commodities – Market Talk
In this episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the latest thoughts from the Fed meeting, as…
- L&G Talks Asset Management
148: Moneyball and markets: using data to improve the investment process
In the book and film Moneyball, Michael Lewis showed how data analysis helped a baseball team uncover hidden talent. This has obvious lessons for investors –…
- L&G Talks Asset Management
147: The CIO call: An ESG inflection point
After an extraordinary rally, risk assets may be at an inflection point amid questions over inflation and stimulus removal – and investors’ surging ESG…
- L&G Talks Asset Management
146: US payrolls and the G7 summit - Market Talk
In this episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on US payrolls, the growth versus value trade…
- L&G Talks Asset Management
145: In Conversation With Justin Onuekwusi
In this week’s episode, Justin Onuekwusi, LGIM’s Head of Retail Multi-Asset Funds talks candidly about his career journey to become a fund manager, why 2020…
- L&G Talks Asset Management
144: Crypto wobble and Fed minutes - Market Talk
In this first episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the latest Fed minutes, the reasons…
- L&G Talks Asset Management
143: The CIO call: Markets and the psychology of inflation
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on some of the themes that emerged in our CIO spring…
- L&G Talks Asset Management
142: Stock markets and the PMI effect
In this episode of Blog on the Pod, Lars Kreckel, Global Equity Strategist tells us why PMIs can be good forward-looking indicators, examines their correlation…
- L&G Talks Asset Management
141: Engaging with UK growth companies
As a responsible investor, we believe in the power of engaging with the companies in which we invest to turn the dial on ESG issues. But how do we make a…
- L&G Talks Asset Management
140: Reimagining retail: where next for consumers and investors?
How can fortunes be revived in the retail sector? Is enough being done to accommodate changing consumer tastes? How is digital technology playing its part and…
- L&G Talks Asset Management
139: The CIO call: Commodities and climate risk
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on the commodity complex and global energy transition…
- L&G Talks Asset Management
138: Quality treats: defining and capturing quality in equities
In equity markets, is quality in the eye of the beholder? Perhaps – if that investor also beholds the right data. In this episode, we discuss how investors can…
- L&G Talks Asset Management
135: Active ownership: Engaging for change in a pandemic
We discuss the key themes that emerge in our 10th annual Active Ownership report, which outlines the decisive action LGIM took in 2020 across a range of ESG…
- L&G Talks Asset Management
137: That sinking feeling: examining investor responses to low bond yields
In our Blog on the Pod episode, John Southall, Head of Solutions Research, explores the similarities and differences of DB and DC investor behaviour in the…
- L&G Talks Asset Management
136: Exploring secure income assets
In this week’s podcast, we discuss secure income assets, dispelling some myths and explaining some key features of this asset class, including how it can…
- L&G Talks Asset Management
133: The CIO call: Taper tantrum territory
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on fixed income volatility and conditions in emerging…
- L&G Talks Asset Management
132: Rising stars and fallen angels
In this week’s episode of blog on the pod, we look at the ratio of rising stars to fallen angels in high-yield debt, chat about how a rise in interest rates…
- L&G Talks Asset Management
131: Office space: looking beyond COVID-19
In this week’s episode, members of LGIM’s Real Asset team examine what the office sector will look like in a post-COVID world in light of occupier…
- L&G Talks Asset Management
130: The CIO call: Winners and losers
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on key themes that emerged in the Q4 company earnings…
- L&G Talks Asset Management
129: Bubbles, bonds and barbell strategies
In this week’s episode, Emiel van den Heiligenberg, head of asset allocation, examines the reasons behind renewed bubble talk and outlines his views on how he…
- L&G Talks Asset Management
128: Fixed income ETFs: fact versus fiction
In this week’s episode, we look at the reality around some myths that have emerged about investing in bonds through ETFs. From why the Federal Reserve bought…
- L&G Talks Asset Management
127: Women in Investment Circles
In this week’s episode, some of LGIM’s leading women managers share their experiences of personal growth and career development, challenging gender bias and…