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 Management126: The CIO call: Biden, bonds and Brexit
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent COVID-19 developments, the U.S. Democratic Party’s gains in Georgia and the Brexit…
- L&G Talks Asset Management
125: Make My Money Matter, Net Zero and DC pensions
With slogans inviting us to be a ‘net-zero hero’ and to create ‘pensions with intention’, campaign group Make My Money Matter is causing a stir with their…
- L&G Talks Asset Management
124: The CIO call: What to expect in 2021
Sonja Laud, LGIM’s CIO, discusses our investment outlook for next year, touching on the prospects for the major asset classes – as well as gold and bitcoin…
- L&G Talks Asset Management
123: 2021 outlook: Emerging market debt
Uday (Woody) Patnaik, head of emerging market debt, summarises the tailwinds for his asset class, while also considering potential risks.
- L&G Talks Asset Management
122: Paying for the pandemic
Hetal Mehta, Senior European Economist, looks at the effects of the UK’s increasing debt burden on competitiveness, the bond market and inflation rate. Follow…
- L&G Talks Asset Management
121: Build-to-Rent: building resilience in uncertain times
This week, Dan Batterton, Head of Build-to-Rent at LGIM Real Assets and Michael Adefuye, Senior Research Manager at LGIM Real Assets, discuss how the BTR…
- L&G Talks Asset Management
120: The CIO call: Dissecting the US election results
Sonja Laud, LGIM’s CIO, discusses the implications for investors of the US presidential election, after hopes for an early, clear outcome were confounded…
- L&G Talks Asset Management
119: Renewing our Climate Impact Pledge
To help spur net-zero carbon emissions by 2050, we’ve renewed our Climate Impact Pledge, making the targeted engagement programme with the companies in which…
- L&G Talks Asset Management
118: The CIO Call: Biden and the energy complex
This week, Sonja Laud, LGIM’s CIO, discusses the latest developments shaping the market and macro environment, with a focus on how a Biden administration could…
- L&G Talks Asset Management
117: What the energy transition means for investors
In this episode, we play a segment from our recent conference for DB and DC clients, in which Nick Stansbury, our Head of Commodity Research, explores the…
- L&G Talks Asset Management
116: Hydrogen batteries: hot air or rocket fuel for investors?
With the EU recently publishing a hydrogen strategy and Joe Biden advocating “carbon-free hydrogen” in his manifesto, we look at the realities behind hydrogen…
- L&G Talks Asset Management
115: The CIO Call: The Fed’s punch bowl and markets
This week, Sonja Laud, LGIM’s CIO, discusses the latest developments shaping the market and macro environment, with a focus on what the US Federal Reserve’s…
- L&G Talks Asset Management
114: Retirement anxiety and what to do about it
Just why are people so worried about not having enough money to spend in retirement? This podcast explores whether, against the backdrop of long-term low…
- L&G Talks Asset Management
113: The CIO Call: What we learned from earnings season
This week, Sonja Laud, LGIM’s CIO, discusses the latest developments shaping the market and macro environment, with a focus on the Q2 corporate earnings…
- L&G Talks Asset Management
112: Changing Climate, Changing Investments
James Sparshott and Iancu Daramus discuss the impact of climate change for long-term investors, including the pressures they are under, and some of the actions…
L&G Talks Asset Management111: In Conversation With: Emma Douglas
What unites dark comedy, diversity and defined contribution (DC) pensions? In this episode, Emma Douglas discusses the seismic shifts that have happened in the…
- L&G Talks Asset Management
110: The CIO Call: ETFs and factor investing
This week, Sonja Laud, LGIM’s CIO, discussed the latest developments shaping the market and macro environment, with a focus on factor-based investing and…
- L&G Talks Asset Management
109: The CIO Call: Real assets and investment beliefs
This week, Sonja Laud, LGIM’s CIO, discussed the latest developments shaping the market and macro environment, with a focus on real assets and the role of…
- L&G Talks Asset Management
108: The CIO Call: Recovery positions – The investment team outlook
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors: · Sonja Laud, Chief Investment Officer · Emiel…
- L&G Talks Asset Management
107: The CIO Call: Trading in extraordinary markets
· Sonja Laud, Chief Investment Officer · Edward Wicks, Head of Trading, EMEA · Guy Whitby-Smith, Head of Solutions Portfolio Management Watch the full webinar…
- L&G Talks Asset Management
106: The CIO Call: Scenario planning the recovery
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors: · Sonja Laud, Chief Investment Officer · Ben…
- L&G Talks Asset Management
105: Who is the greenest generation?
The “OK Boomer!” retort from the Instagram generation has been levelled at out-of-touch parents on everything from Trump to tidying their room. Now they are…
- L&G Talks Asset Management
104: The CIO Call: Deep dive into emerging markets
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors: · Sonja Laud, Chief Investment Officer · Erik…
- L&G Talks Asset Management
103: The CIO Call: 7 May 2020
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors: · Sonja Laud, Chief Investment Officer · Mark…
- L&G Talks Asset Management
102: The CIO Call: 30 April 2020
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors: · Sonja Laud, Chief Investment Officer · Emiel…
- L&G Talks Asset Management
101: The CIO Call: 23 April 2020
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors: · Sonja Laud, Chief Investment Officer ·…
- L&G Talks Asset Management
100: The CIO Call: 16 April 2020
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors: · Sonja Laud, Chief Investment Officer · Hetal…
- L&G Talks Asset Management
99: The CIO Call: 9 April 2020
This week on The CIO Call, the following speakers discuss what is happening in markets and what it all means for investors: · Sonja Laud, Chief Investment…
- L&G Talks Asset Management
98: The CIO Call: 2 April 2020
This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors: · Sonja Laud, Chief Investment Officer · Bill…
- L&G Talks Asset Management
97: The CIO Call: 26 March 2020
This week, John Roe, Head of Multi-Asset Funds, and Colin Reedie, Co-Head of Global Fixed Income, joins The CIO Call with Sonja Laud, Chief Investment Officer…
- L&G Talks Asset Management
96: The CIO Call: 19 March 2020
This week, Tim Drayson, Head of Economics, and Ben Bennett, Head of Investment Strategy and Research, joins the call with Sonja Laud, Chief Investment Officer…
- L&G Talks Asset Management
95: How to build a more robust portfolio
When the direction of markets seems totally unknowable, constructing an investment strategy can sometimes feel like a battle. Among other things, investors…
- L&G Talks Asset Management
94: Living the dream? The Retirement Living Standards with Emma Douglas, Head of DC
How much money do you really need in retirement? Amid large amounts of confusion in the UK workforce, the Pensions and Lifetime Savings Association (PLSA)…
- L&G Talks Asset Management
93: Why corporate culture matters
Leadership, strategy and culture are all critical when assessing a company – whether for future investment or perhaps if you’re considering a role there. But…
- L&G Talks Asset Management
92: Is the new Stewardship Code 2020 the greenwashing killer we’ve all been waiting for?
So many of our conversations with investors about stewardship are about two key problems: how can we judge the impact of your actions and how can we compare…
- L&G Talks Asset Management
91: Are robo-advisers disrupting the wealth management industry? We ask Chris Barrett from JM Finn
It’s no secret that robo-advisers have opened up the industry. For years, wealth managers appeared as though they only catered for the those who, well, had a…
- L&G Talks Asset Management
90: Real Assets: How flexible spaces are transforming the office sector
What makes a ‘modern’ office space that genuinely suits occupiers’ needs? Is it a fully serviced environment, accompanied by all the technological bells and…
- L&G Talks Asset Management
89: AI, robot: harnessing the investment potential of technological breakthroughs
The opportunities being created by the wider adoption of artificial intelligence (AI) and robotics are immense. Spending on cognitive and AI systems is…
- L&G Talks Asset Management
88: Stepping stones to end-game: a DB-focused podcast with Lisa Purdy (Head of Fiduciary Distribution) and Pretty Sagoo (Head of Pricing and Execution)
2018 was a record year for pension scheme bulk annuity transactions, with nearly £25bn of deals, and this trend will have continued into 2019 too. According to…
- L&G Talks Asset Management
87: Why a strong audit committee is so important, with Sacha Sadan, Director of Corporate Governance
Whether we believe it or not, trust in the system is broken. Recent audit scandals have prompted reform and yet further reform is expected. Having a robust…
- L&G Talks Asset Management
86: What makes the perfect fund manager meeting – with James Calder, City Asset Management
Meeting fund managers to talk about new products or their performance takes up so much of fund researchers’ time. With so many managers to meet, researchers…
- L&G Talks Asset Management
85: In Conversation With: Hetal Mehta, Senior European Economist
It’s not often that you have to read full state constitutions as part of your role. But Brexit and the European political upheaval of recent years have…
- L&G Talks Asset Management
84: CIO Outlook 2020: The year of change
This is an extraordinary moment for investors. Many asset classes have notched up double-digit returns over 2019, with equities hovering close to record highs…
- L&G Talks Asset Management
83: In Conversation With: Michelle Scrimgeour, CEO, LGIM
In this special episode, Michelle Scrimgeour reflects on her career through asset management and her first five months as CEO of Legal & General Investment…
- L&G Talks Asset Management
82: DB: Emerging market debt, the missing piece of the cashflow puzzle
With over $15 trillion in negative yielding bonds in the market, a decade of loose monetary policy has left developed market yields languishing and investors…
- L&G Talks Asset Management
81: Anthony Raymond, General Counsel and Director of Legal Services, The Pensions Regulator
Governance is at the heart of what The Pensions Regulator (TPR) does because good governance means good outcomes for members. With a wealth of new statutory…
- L&G Talks Asset Management
80: Working on water: investment opportunities in solving the world’s water crisis
The world is facing a water crisis. If that sounds alarmist, consider a few statistics. The global per capita water supply has fallen by 56% since 1962, with…
- L&G Talks Asset Management
79: Managing millennials and intergenerational ways of working, with Dr Paul Redmond, University of Liverpool
One the most engaging speakers at both LGIM’s Retail and DB/DC Client Conferences, Dr Paul Redmond is one of the foremost speakers on the subject of how…
- L&G Talks Asset Management
78: Thematic investing – Your questions answered
In an episode earlier this year, Howie Li and John Roe discussed what separates long-term investment themes from fads. As Howie explains, the enduring themes…
- L&G Talks Asset Management
77: DC: Dealing with retirement challenges, with Julie Richards, Boots Walgreens Alliance
Live from the Landmark Hotel! We recorded this episode while at our DB/DC Client Conference where the topic of dealing with retirement anxiety was such a major…
- L&G Talks Asset Management
76: Fadi Zaher, author of “Index Fund Management, A Practical Guide to Smart Beta”
What can Alex Ferguson’s career teach us about factor investing? In recent years, index and factor investing solutions have been bestsellers. But factor…
- L&G Talks Asset Management
75: ESG: Why divestment might hold some nasty surprises
Many investors will still tell you that responsible investment approaches begin and end with negative screens – excluding whole sectors such as oil & gas from…
- L&G Talks Asset Management
74: DC: The power of data science
Many pension schemes store a huge amount of member data. But this is often difficult to access, incomplete or inconsistent, and stored in multiple formats –…
- L&G Talks Asset Management
73: “It’s all about the service”: Keith Richards, Personal Finance Society CEO
Advisers are no stranger to the PFS. With its royal charter to ‘secure and justify the confidence of the public’, this professional body is committed to…
- L&G Talks Asset Management
72: DB: Is your scheme a well-oiled machine?
Unfortunately, and as much as we might like it to be the case, there is no miracle elixir for defined benefit schemes. Rather than hoping for magic, we’ve…
- L&G Talks Asset Management
71: In Conversation With: Colette Comerford, Head of Inclusion and Culture
Her path from sports to asset management is a fascinating one – from her first job in Dublin, to London where international clients would mistake her for…
- L&G Talks Asset Management
70: Real assets: Urban logistics has made the industrial sector exciting again
E-commerce has changed the way we shop in a rapid space of time, growing at an annual average of 17% according to ONS calculations. But our demand for quick…
- L&G Talks Asset Management
69: Fixed income: Forecasting ‘fallen angel’ downgrades
The last decade has transformed the investment grade credit market. It’s not just that the size of the market has grown immensely, it’s that the average credit…
- L&G Talks Asset Management
68: CIO Outlook: Opportunities in adversity
When contemplating what the final months of 2019 might have in store, we are probably similar to many other investors in feeling somewhat apprehensive, given…
- L&G Talks Asset Management
67: Separating the fads from the long-term trends
We’re promised so many different things that are going to ‘change the world’ – from ever-smarter smartphones to space tourism. And investing for the long term…