L&G Talks Asset Management

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. Sonja is joined by:   Nick Stansbury, Head of Climate Solutions Court Gilbert, Senior Credit Analyst   The episode is hosted by Max Julius and was recorded today.   Follow us on LinkedIn and Twitter for our latest updates and discover The L...

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 conceptualise quality in both qualitative and quantitative ways, and what it can add to portfolios.   This episode was recorded in April and features:   Fadi Zaher, Head of Index Research and Development Aanand Venkatramanan, Head of ETF In...

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 issues – from addressing the near-term dangers posed by COVID-19 to tackling the longer-term threat of climate change.   This episode was recorded in February and features:   Sacha Sadan, Director of Investment Stewardship Meryam Omi, Head of...

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 face of pitifully low bond yields.   The episode is hosted by Frances Watson.   Follow us on LinkedIn for our latest updates and discover The LGIM Blog for insights from our investment team. Never miss another episode of LGIM Talks: hit subscri...

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 support a cleaner, greener future. The speakers are:   Stuart Hitchcock, Head of Portfolio Management, Private Credit Laura Brown, Head of Client Solutions, Distribution Samuel Jones, Portfolio Manager, Real Assets   The episode is hosted by Alys...

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 markets. Sonja is joined by:   Ben Bennett, Head of Investment Strategy and Research Erik Lueth, Global Emerging Market Economist The episode is hosted by Max Julius and was recorded today.   Follow us on LinkedIn and Twitter for our latest...

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 could impact the asset class and ask how much of the economic recovery is already priced in? The speaker is:   Martin Reeves, Global Head of High Yield   The episode is hosted by Frances Watson.   Follow us on LinkedIn for our latest updates a...

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 requirements. The speakers are:   Bill Page, Head of Real Estate Market Research James Spencer-Jones, Head of Real Estate Debt   The episode is hosted by Frances Watson.   Follow us on LinkedIn for our latest updates and discover The LGIM Blog for insig...

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 season. Sonja is joined by:   ·          Madeleine King, Co-Head of Global Investment Grade Credit ·          Gavin Launder, Senior Fund Manager    The episode is hosted by Max Julius and was recorded today.   Follow us on LinkedIn and Twitt...

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 would allocate to bonds and equities given the current market backdrop.   This episode is hosted by Frances Watson.   Follow us on LinkedIn and Twitter for our latest updates and discover The LGIM Blog for insights from our investment team....

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 bond ETFs last year to whether liquidity in these funds can be trusted, Cosmo Elms from LGIM’s ETF team shares his analysis and views.

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 balancing life outside of work. The speakers are:   Michelle Scrimgeour, Chief Executive Officer Sarah Aitken, Head of Distribution Sonja Laud, Chief Investment Officer Brenda Sklar, Global Chief Operating Officer Martina Kay, Global HR Office...

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 deal. Sonja is joined by:   ·          Colin Reedie, Co-Head of Global Fixed Income ·          James Carrick, Global Economist, Asset Allocation   The episode is hosted by Max Julius and was recorded yesterday. You can watch the presentation her...

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 quest to get pension schemes to commit to net-zero carbon emissions by 2050. But is it what scheme members want too? Emma Douglas puts a panel of DC and climate experts on the spot. Featured on this podcast: ·         Tony Burdon, CEO of Make My...

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. Sonja is joined by:   ·          Emiel van den Heiligenberg, Head of Asset Allocation ·          Will Riley, Head of Solutions   The episode is hosted by Max Julius and was recorded earlier today. You can watch the presentation here .   Follow...

Uday (Woody) Patnaik, head of emerging market debt, summarises the tailwinds for his asset class, while also considering potential risks.

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 us on LinkedIn for our latest updates and discover The LGIM Blog for the latest insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts...

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 sector has fared during the COVID-19 pandemic and how a focus on ESG considerations may be the key to its future. Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest insights from our investment team. Never miss...

Sonja Laud, LGIM’s CIO, discusses the implications for investors of the US presidential election, after hopes for an early, clear outcome were confounded. Sonja is joined by:   ·          Jason Shoup, Head of Global Credit Strategy, LGIMA ·          Tim Drayson, Head of Economics   The episode is introduced by Max Julius and was recorded earlier today.   Follow us on LinkedIn for our latest update...

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 we invest on behalf of our clients even more ambitious.   In this episode of LGIM Talks, Meryam Omi, Head of Sustainability and Responsible Investment Strategy, and Iancu Daramus and Yasmine Svan, senior sustainability analysts, discuss what...

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 impact the oil and gas industry. Sonja is joined by:   ·          John Roe, Head of Multi-Asset Funds ·          Nick Stansbury, Head of Commodity Research   Watch the full webinar replay here: https://event.on24.com/wcc/r/2668244/82F4D74D7...

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 risks and opportunities posed by climate change and the energy transition.   The episode is introduced by Max Julius and was recorded earlier this month.   Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest in...

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 fuel cells and discuss what this technology means for investors in battery technology.   Aanand Venkatramanan – Head of ETF Investment Strategies at LGIM Robert St George – Content Manager at LGIM Follow us on LinkedIn for our latest updates...

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 recent policy review means for investors. Sonja is joined by: ·          Ben Bennett, Head of Investment Strategy and Research ·          Christopher Jeffery, Head of Rates and Inflation Strategy   Watch the full webinar replay here: https://e...

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 interest rates and negative bond yields, the global transition from a mainly working-age to retirement-age population spurs inflation in practice as well as just theory. We also ask what the pensions industry can do to reassure savers and encoura...