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 Management66: Generation Z: Summer special
With an August bank holiday hitting the mid-thirties, it feels like summer is going out with a bang. That’s why we thought we’d record a summer special episode…
- L&G Talks Asset Management
65: Changing of Lagarde: Why personalities matter for central banks
Christine Lagarde has a CV that makes many of us jealous: partner at the prestigious law firm Baker McKenzie by age 31, finance minister for France during the…
- L&G Talks Asset Management
64: How advisers are managing customers’ risk/return expectations, with Andy O’Shea, Pharon IFA
We’ve unintentionally created a series in the past few months on the podcast. From the episode with Richard Romer-Lee which touched on the importance of…
- L&G Talks Asset Management
63: In conversation with: Howie Li, Head of ETFs
While his distinctive Canadian twang might give him away, but Howie came to the UK to study law and fell in love with the place. A lawyer by training, he saw…
- L&G Talks Asset Management
62: Are you getting the most out of your ETF trading?
Many investors don’t think they need an ETF trading strategy – that is until it’s too late. After all, how different can it be from trading a stock? But buying…
- L&G Talks Asset Management
61: Modern Monetary Theory: Are deficit hawks an endangered species?
Where have all the deficit hawks gone? With mainstream politicians no longer comparing government finances to household saving habits, it appears that a new…
- L&G Talks Asset Management
60: In Conversation With Sonja Laud, Chief Investment Officer
Sonja brings a wealth of experiences to her new role as Chief Investment Officer. But at school, her dream job would have been to become a professional…
- L&G Talks Asset Management
59: DB: Managing risk in turbulent times
We’d all love to predict with pinpoint accuracy the timing of any future bouts of volatility and the impact it would have for schemes’ returns. In turbulent…
- L&G Talks Asset Management
58: Engaging the nation through technology, with Helena Morrissey
The responsibility for people’s financial futures has increasingly been transferred to the individual yet a broad majority of the population remain wary of…
- L&G Talks Asset Management
57: Forecasting the next downturn, with Justin Onuekwusi and Emiel van den Heiligenberg
Question: Are people at parties talking to you about stocks? If the answer is ‘yes’ then (1) you could be going to the wrong sorts of parties or, more likely…
- L&G Talks Asset Management
56: ESG and the Independent Governance Committee: How FCA changes will affect your scheme
How will the FCA clarification that environmental, social and governance (or ESG) considerations are “financially material” risks affect the IGC’s approach to…
- L&G Talks Asset Management
55: Absolute return “a genre, not a sector”, with Richard Romer-Lee, Square Mile
The target absolute return sector has been unloved to say the least. With the offer of ‘investment nirvana’, as Square Mile’s Richard Romer-Lee puts it, these…
- L&G Talks Asset Management
54: In conversation with: Honor Solomon, Head of Retail, EMEA
Working in her father’s London clothes shop taught Honor two things: that she loved meeting people from all over the world, and that she also loved to sell. In…
- L&G Talks Asset Management
53: How boards can work best – Sacha Sadan, Director of Corporate Governance
Good governance is crucial to all boards, whether they oversee a FTSE 100 multinational, a multi-billion pound pension scheme or a national charity. There is…
- L&G Talks Asset Management
52: Lord Stern at the LSE: The urgency, opportunity and acceleration of climate action
We’ve heard a lot about the need for urgent climate action in the past few months. Sobering documentaries from David Attenborough and hard-hitting activism…
- L&G Talks Asset Management
51: Should we move to a four day week?
Is a four day working week realistic — or desirable? Chris Jeffery from our Asset Allocation team and Lara Bernard-Villeneuve in our Active Fixed Income team…
- L&G Talks Asset Management
50: In conversation with: Madeleine King, Co-Head of Pan European Investment Grade Research
In this episode, we talk to Madeleine about her path from netball to new issues. Growing up in Lancashire, she studied Mathematics and Economics, before…
- L&G Talks Asset Management
49: Behind the scenes with Active Equities: Access to management
Once again we’ve gone behind the scenes to find out how LGIM’s investment teams manages funds. The Active Equities team places a major emphasis knowing the…
- L&G Talks Asset Management
48: Allocate nimbly and diversify with purpose
It’s said that the only thing that goes up in falling markets is correlation. Diversification across uncorrelated assets, differentiated sources of returns…
- L&G Talks Asset Management
47: UK broadband infrastructure: at a crossroads
The race to provide faster broadband is on. But will incumbents be disrupted by the challenger providers: the 'altnets'? The upcoming set of results from BT…
- L&G Talks Asset Management
46: Build to rent: Rise of the institutional landlord
This week we’ve returned to that famous British obsession: housing. Now that 20% of the UK population are choosing to rent their home, the expectations of…
- L&G Talks Asset Management
45: In conversation with: James Carrick, Global Economist
Variable or fixed rate mortgage? That’s the first question asked once someone knows you’re an economist, in James’s experience. Despite an original plan to…
- L&G Talks Asset Management
44: Active Ownership 2019: A year of corporate governance
From the Melrose-GKN bid to the first results of our Climate Impact Pledge, 2018 was a crucial year for better understanding the decisions companies make and…
- L&G Talks Asset Management
43: China: The consumption powerhouse
Investing in the Chinese economy often deals with particularly impressive numbers. This is an economy which has tripled in size since 2005, even now…
- L&G Talks Asset Management
42: Let’s rebuild America
The recent soft patch in growth and dovish shift from the Federal Reserve has made it less likely that the US enters recession next year. While 2019 may not be…
- L&G Talks Asset Management
40: Integrating ESG into a factor portfolio
As record numbers look to integrate sustainable investment considerations into their portfolios, it comes as no surprise that the world of factor-based…
- L&G Talks Asset Management
39: Millennials on money
What do you think of when you hear the word ‘millennial’? The archetype most prevalent in advertising and popular culture is one of an early-twenties, affluent…
- L&G Talks Asset Management
38: In conversation with: Ben Bennett, Head of Investment Strategy and Research
In the late 1990s, when the world of equities was one of pinstriped suits and hard sells, European credit presented exciting new opportunities with a brand new…
- L&G Talks Asset Management
37: An ESG checklist for trustees
How can pension trustees prepare for new requirements on the environmental, social and governance (ESG) factors? New guidelines from the Department of Work and…
- L&G Talks Asset Management
36: The changing world of index funds
Investors have embraced the world of index-tracking products on the back of comparatively low headline costs and the broad market exposures on offer. But the…
- L&G Talks Asset Management
35: In conversation with: Anton Eser, CIO
It’s fair to say that growing up in South Africa helped shape Anton Eser into the Chief Investment Officer he is today. Having lived “in one of the emerging…
- L&G Talks Asset Management
34: Property: The wellbeing investment opportunity
Property: The wellbeing investment opportunity We’ve all been in meeting rooms where the air has become so stuffy that there’s very little chance of good ideas…
- L&G Talks Asset Management
33: DC: 50 shades of green
The green elephant in the room: there’s a lot of conversation in the market about investing responsibly – including integrating environmental, social and…
- L&G Talks Asset Management
32: In conversation with: Simon Chinnery – painter, poet, Peru
Behind every role, there’s a story. We’re exploring the lives and careers of people across LGIM to understand more about what brought them to asset management…
- L&G Talks Asset Management
31: Log on to the cyber opportunity
The need for cybersecurity permeates all levels of society with high-profile data breaches wiping hundreds of millions of dollars off of company valuations…
- L&G Talks Asset Management
30: DC: De-risking dilemmas
Getting the mix of assets in a portfolio belonging to someone coming up to retirement is so important. There are a lot of different factors to take into…
- L&G Talks Asset Management
29: Low-carbon transition: Are we there yet?
Following the release of an eye-opening UN report on climate, the time is ripe for investors to act with their own money. This week we’re checking in with…
- L&G Talks Asset Management
28: Quantitative tightening: What’s it all about?
Analogy #1: If you laid out in $1 bills the amount that has been bought by central banks over the last ten years, you would end up covering an area around five…
- L&G Talks Asset Management
27: Growth investing – A stock eat stock world
After a difficult few months, it's only natural for the old debates between investment styles and longevity of economic cycles to resurface. Let’s not forget…
- L&G Talks Asset Management
26: CIO Investment Outlook 2019: Brace for a credit squeeze
In 2019, the key question is how tightening financial conditions will affect heavily indebted borrowers – and whether this raises the risk of recession. In his…
- L&G Talks Asset Management
25: Property: What makes a successful city?
Why are some cities thriving creators of jobs and growth? Is a local university a driver of innovation or does it risk turning the area into a ‘student’ town?…
- L&G Talks Asset Management
24: Investing in emerging market debt
US interest rates rises and the return of volatility have made investing in emerging market bonds seem like a dangerous place these past twelve months…
- L&G Talks Asset Management
23: DC: Making a statement with statements
Many of us receive no pensions guidance at all – we open our regular paper statement and often take no action for our future retirement. With defined…
- L&G Talks Asset Management
22: Decumulation Demystified: The natural income buffer
The dynamic duo are back to talk more about decumulation. Justin Onuekwusi and Paul Measures continue to break their ‘no talking about Manchester United’ rule…
- L&G Talks Asset Management
21: UK housing market: A home run?
Is the future of the UK a nation of homeowners, long-term renters or somewhere in between? Returning guests Hetal Mehta and Eleanor Jukes join us this week to…
- L&G Talks Asset Management
20: Better diversity, better decisions
The business case for gender diversity is clear – diverse companies are able to benefit from harnessing all available talent, potentially improving their share…
- L&G Talks Asset Management
19: Late cycle dynamics and low-risk portfolios
With interest rate hikes and ‘quantitative tightening’, the end of the economic cycle draws nearer every day. Tightening central bank policies and increased…
- L&G Talks Asset Management
18: Politics & policy: Freedom for the central banks and unconventional policy
In the next economic downturn, central banks will likely have to reach further into their unconventional playbook. The days of simply cutting interest rates in…
- L&G Talks Asset Management
17: DC: Reducing money worries with financial wellbeing
Retirement and pensions can often seem a long way off for many people – we all still need and often worry about money for everyday living so how can we help…
- L&G Talks Asset Management
16: Property: The future of leisure
The way people are spending their free time is changing. Successful leisure properties are destination locations – a place to socialise, network and be…
- L&G Talks Asset Management
15: DB: The strategic case for alternative credit
The falls over the past two years in high yield and emerging market debt (‘alternative credit’) credit spreads, along with indications of late-cycle behaviour…
- L&G Talks Asset Management
14: Behind the scenes: LGIM Asset Allocation team
How well an investment team works is determined by more than a documented investment process. In this episode, the Asset Allocation team take a candid look at…
- L&G Talks Asset Management
13: Decumulation Demystified: Should we retire the 4% rule?
Retiring the 4% rule: Decumulation demystified The 4% drawdown rule forms the basis of many advisers’ decumulation propositions. Where there was once…
- L&G Talks Asset Management
12: ESG versus ethical investing
A flood of ‘responsible investment’ funds into the market has caused some confusion in the press about what kinds of companies should be included or excluded…
- L&G Talks Asset Management
11: Property investing – moving on from the mainstream
Shops, offices and sheds: the three cornerstones of commercial property investment. But now property investors are starting to increase allocations to…
- L&G Talks Asset Management
10: DC: Challenging retirement stereotypes
The landscape for defined contribution is changing – for savers and retirees, employers and trustees, and for those who are responsible for managing client…
- L&G Talks Asset Management
9: Demographic strategy: the cost of unhealthy living
Raising the retirement age can help with the fiscal costs of living longer – but our unhealthy lives could force us to look at other options. We’ve become used…
- L&G Talks Asset Management
8: E-commerce logistics: Warehouse robots and disruptive retailers
A Chinese warehouse fulfils 200,000 orders a day and yet employs only four human workers. Automation technologies are disrupting the e-commerce logistics…
- L&G Talks Asset Management
7: Factors: Should we be worried about overcrowding or capacity?
Given the rise in popularity of factor-based investing, there’s a lot of concern in the market about certain factors becoming too expensive (overcrowding) and…
- L&G Talks Asset Management
6: DC Governance checklist: Is your scheme following best practice?
That’s the question asked by Colin Clarke, Head of Product Policy Strategy. Ultimately, if advisers and service providers are not performing as expected, we…