L&G Talks Asset Management

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 from markets. SPEAKERS:  Lindsey Bass, Head of UK Consultant Relations Emma Rayner, Senior Solutions Distribution Manager Chris Jeffery, Strategist, Asset Allocation Guy Whitby-Smith, Head of Solutions Portfolio Management, LDI

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 insights from our 2022 outlook. Sonja was joined by: Will Riley, Head of Solutions Emiel van den Heiligenberg, Head of Asset Allocation The episode was hosted by Max Julius, Head of Content, and was recorded on 15 December. Follow us on Link...

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 main factors driving the asset class? And what will 2022 bring? Guests: Rob Martin, Director, Strategy & ESG Lushan Sun, Private credit research manager This episode is hosted by Frances Watson. Research referred to around the ‘green pr...

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 out for him and what surprised him the most. He also explains what key themes might dominate markets in 2022. This episode is hosted by Frances Watson.

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: David Vickers, Chief Investment Officer at Brunel Pension Partnership Lindsey Bass, Head of UK Consultant Relations Laura Brown, Head of Client Solutions

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 behave? And how late are we in the cycle? In this episode, LGIM’s Raza Agha, head of emerging market credit strategy, and Matthew Rees, head of global bond strategy, explain all and assess the likely challenges, and potential “black swan” l...

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 Investment Strategy and Research explains all in the latest episode of Market Talk. This episode is hosted by Frances Watson.

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 implications for European value stocks? Ben Bennett, Head of Investment Strategy and Research explains all. This episode is hosted by Frances Watson.

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 climate summit, in a live webinar with clients. Sonja was joined by: Shuen Chan, Head of ESG, LGIM Real Assets Madeleine King, Co-Head of Global Investment Grade Research The episode was hosted by Max Julius, Head of Content, and was recorded...

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 will Jay Powell stay at the Federal Reserve helm or be replaced? Ben Bennett, Head of Investment Research and Strategy, explains all. This episode is hosted by Frances Watson.

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 Services. Speakers: Guest: Tegs Harding, Director, Independent Trustee Services Lindsey Bass, Head of UK Consultant Relations Laura Brown, Head of Client Solutions

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 Bennett, Head of Investment Strategy and Research, explains all in the latest episode of Market Talk. This episode is hosted by Frances Watson.

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 Investment Strategy and Research, explains all in his latest podcast. This episode is hosted by Frances Watson.

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 dangers of Greenland’s melting ice, the horrors of single-use plastics and the role of the asset management industry in tackling climate change. This episode was recorded on 29 October, before the start of COP26.

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 future? This episode is hosted by Amardeep Nagra, Co-Head Strategic Client Team. Guest speakers are: Steve Jones, Head of Pensions at Boots Tim Giles, Senior Partner and EMEA Managing Director for Aon Investments

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, LGIM’s Head of Investment Strategy and Research. The podcast was recorded earlier today and is hosted by Max Julius, Head of Content.

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 sway asset classes. She also touches on the energy shock in the context of COP26 and efforts to fight climate change. Sonja is joined by: Guy Whitby Smith, Head of Solutions Portfolio Management Stuart Hitchcock,  Head of Portfolio Manageme...

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 undoubtedly a new normal way of working. In this episode Matthew Kemp, Senior Investment Sales Manager catches up with Nick Marshall, Head of Fund Solutions at Peregrine & Black to discuss how intermediaries have navigated the investment land...

Equity markets remain resilient against a backdrop of inflationary pressures, rising commodity prices and possible rate tightening by the Bank of England. But bond markets appear less so. Listen to the latest episode of Market Talk.  Speakers are:  Ben Bennett, Head of Investment Strategy and Research Frances Watson, Content Manager

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 crisis. Speakers are: Shuen Chan Head of ESG, Real Assets Catherine Ogden, Manager, Sustainability and Responsible Investment This episode is hosted by Frances Watson.

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 of Market Talk with Ben Bennett, Head of Investment Strategy and Research. Speakers are: Ben Bennett, Head of Investment Strategy and Research Frances Watson, Content Manager

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 you”? Speakers: Guest: Tim Manuel, Partner, Co-Head of Responsible Investment at Aon Lindsey Bass, Head of UK Consultant Relations Laura Brown, Head of Client Solutions

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, we explore the myths, hidden benefits -- and the pitfalls -- surrounding this feted but misunderstood feature of DC pensions. Contributors: Rita Butler-Jones, Co-head of DC Stuart Murphy, Co-head of DC Kath Photiou, Head of DC Product

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 discusses with our expert guests current investor positioning, trading conditions, and themes from cybersecurity to hydrogen. Sonja, LGIM’s Chief Investment Officer, is joined by: Ed Wicks, Head of Trading Howie Li, Head of ETFs The episode...

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 episode of Market Talk with Ben Bennett, Head of Investment Strategy and Research. Speakers are: Ben Bennett, Head of Investment Strategy and Research Frances Watson, Content Manager