L&G Talks Asset Management

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 opportunities in the high-yield universe. Speakers are: Martin Reeves, Global Head of High Yield Frances Watson, Content Manager

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 Bennett, Head of Investment Strategy and Research explains. This episode is hosted by Frances Watson.

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 Bennett, Head of Investment Strategy & Research on Market Talk. This episode is hosted by Frances Watson.

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 touching on climate risks and opportunities in the run-up to COP26. Sonja, LGIM’s Chief Investment Officer, is joined by: Christopher Jeffery, Head of Inflation and Rates Strategy Ben Bennett, Head of Investment Strategy and Research The episo...

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 relationship, what it means for savers and how likely it is to impact sector returns more generally.

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 valuations? Listen to Ben Bennett, Head of Investment Strategy & Research on Market Talk.   This episode is hosted by Frances Watson.

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 holiday mood  - all on Market Talk.   This episode is hosted by Frances Watson.

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 outcomes for women of all backgrounds? This episode is hosted by Kim Brown, Pension Scheme Director at Legal & General, with contributions from: SuAnn Song, Investment Solutions Associate, Legal & General Investment Management Caren Thom...

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 week? Ben Bennett, head of investment strategy and research, reveals all in Market Talk.    This episode is hosted by Frances Watson.

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 variant, where next for the oil price and the European Commission’s efforts to tackle climate change. This episode is hosted by Frances Watson.

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, policymakers and investors. Sonja is joined by:   Colin Reedie, Head of Active Strategies Lars Kreckel, Global Equity Strategist   The episode is hosted by Max Julius, Head of Content, and was recorded today.   Follow us on LinkedIn and Twitte...

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 economy and what’s in focus for the G20 finance leaders.   This episode is hosted by Frances Watson.

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 Chan as she describes her idyllic childhood in Malaysia, her time in Paris at COP 21 and how she sees her present-day role shaping up as Head of ESG, Real Assets.   This episode is hosted by Frances Watson.

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 events due this week.   The call features Ben Bennett, head of Investment Strategy and Research, and was hosted earlier today by Max Julius, Head of Content.   Follow us on LinkedIn and Twitter for our latest updates. Discover the LGIM Blog...

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 altered their attitudes around ESG issues.   Our speakers are:   Veronica Humble, Head of DC Investment Solutions Janette Weir, Director Ignition House   This episode is hosted by Eliza Grimond.

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 well as the implications of a flatter yield curve and a stronger dollar.   This episode is hosted by Frances Watson.

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 – not least for value investors – but in this episode of LGIM Talks, our Head of Asset Allocation Emiel van den Heiligenberg takes a different perspective. He explains how data helps him analyse the performance of his team, shares his assessmen...

After an extraordinary rally, risk assets may be at an inflection point amid questions over inflation and stimulus removal – and investors’ surging ESG expectations. In this month’s episode, Sonja Laud, LGIM’s CIO, discusses how these dynamics might play out. Sonja is joined by:   David Barron, Head of Index Equity & Smart Beta Shaunak Mazumder, Senior Fund Manager    The episode is hosted by...

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 and the upcoming G7 summit.   This episode is hosted by Frances Watson.

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 was possibly his toughest year so far, and his ongoing work as a diversity and inclusion champion.   The episode is hosted by Jun Merrett.   Follow us on LinkedIn for our latest updates and discover The LGIM Blog for insights from our investme...

 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 behind the fall in cryptocurrency and dollar weakness.   This episode is hosted by Frances Watson.

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 update – in particular, the outlook for inflation. Sonja is joined by:   Will Riley, Head of Solutions Jason Shoup, Head of Global Credit Strategy, LGIM America   The episode is hosted by Max Julius and was recorded on Friday, 14 May   Follow...

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 to  stock markets and gives us his take on equity markets more generally.   This episode is hosted by Frances Watson.

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 difference? Gavin Launder and Matthew Courtnell from our Active Equities team share their process and insights.   Gavin Launder, Senior Fund Manager, Active Equities Matthew Courtnell, Responsible Investment Analyst   This episode is hosted by Ju...

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 what are the overall implications for investors? Speakers are:   Denz Ibrahim, Head of Retail and Futuring Matt Soffair, Research Manager, Retail and Leisure Assets   This episode is hosted by Frances Watson.