L&G Talks Asset Management

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 season. Sonja is joined by: ·          Emiel van den Heiligenberg, Head of Asset Allocation ·          Madeleine King, Co-Head of Global Investment Grade Research ·          Nigel Masding, Senior Fund Manager, Active Equities   Watch the full webi...

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 they can take.   James Sparshott – Head of Local Authorities, Distribution Iancu Daramus – Senior Sustainability Analyst, Investment Stewardship   This episode is hosted by Alyssa Ford and was recorded in January 2020.   Follow us on Linked...

What unites dark comedy, diversity and defined contribution (DC) pensions? In this episode, Emma Douglas discusses the seismic shifts that have happened in the pensions landscape across her career, including auto-enrolment, freedom and choice and a renewed focus on female savers. Emma tells us how she went from putting on plays at the Edinburgh fringe to managing a successful business that include...

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 exchange traded funds (ETFs). Sonja was joined by: ·         Howie Li, Head of ETFs ·         Fadi Zaher, Head of Index Solutions   Watch the full webinar replay here: https://event.on24.com/wcc/r/2413742/48BE81BBA7D0C0AE1C74F299C33E3BB9   This e...

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 investment beliefs in periods of volatility. Sonja was joined by: ·      Bill Hughes , Head of Real Assets ·      Tim Dougall , Head of Investment Advisory Watch the full webinar replay here: https://event.on24.com/wcc/r/2407234/4560E0382C46D469...

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 van den Heiligenberg, Head of Asset Allocation   Read the team’s full outlook here: https://www.lgim.com/uk/en/insights/our-thinking/market-insights/cio-outlook-recovery-positions.html   This episode is hosted by Max Julius a...

·         Sonja Laud, Chief Investment Officer ·         Edward Wicks, Head of Trading, EMEA ·         Guy Whitby-Smith, Head of Solutions Portfolio Management   Watch the full webinar replay here: https://event.on24.com/wcc/r/2363518/2DB52C18E0167B494185D6391A8857A8     This episode is hosted by Max Julius and was recorded earlier today.   Follow us on LinkedIn for our latest updates and discover...

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 Bennett, Head of Investment Strategy & Research ·         Tim Drayson, Head of Economics   Watch the full webinar replay here:  https://event.on24.com/wcc/r/2363477/EC9C0538656891AF7756A514D2901EC2   This episode is hoste...

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 being blamed for their views on climate. But are Boomers really the baddies?   LGIM asked 1000 respondents across three generations – Millennials, Generation X and Baby Boomers – about their views on ESG integration, to discover what really ma...

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 Lueth, Global Emerging Market Economist ·         Uday Patnaik, Head of Emerging Market Debt   This episode is hosted by Max Julius and was recorded earlier today.   Follow us on LinkedIn for our latest updates and discover...

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 Benstead, Head of Active Credit Solutions ·         Chris Jeffery, Head of Inflation and Rates Strategy   This episode is hosted by Max Julius and was recorded earlier today.   Follow us on LinkedIn for our latest updates an...

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 van den Heiligenberg, Head of Asset Allocation ·         Nigel Masding, Senior Fund Manager   This episode is hosted by Max Julius and was recorded earlier today.   Follow us on LinkedIn for our latest updates and discover...

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 ·         Madeline King, Co-Head of Pan-European Investment Grade Research ·         Martin Reeves, Head of Global High Yield   This episode is hosted by Max Julius and was recorded earlier today.   Follow us on LinkedIn for our latest upd...

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 Mehta, Senior European Economist ·         Howie Li, Head of ETFs   This episode is hosted by Max Julius and was recorded earlier today.   Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the late...

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 Officer ·         Sacha Sadan, Director of Investment Stewardship ·         David Barron, Head of Index Equity & Smart Beta   This episode is hosted by Max Julius and was recorded earlier today.   ·         Follow us on LinkedIn fo...

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 Hughes, Head of Real Assets ·         Tim Dougall, Head of Investment Advisory ·         Guy Whitby Smith, Head of Solutions Portfolio Management, LDI Funds   This episode is hosted by Max Julius and was recorded earlier tod...

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, to discuss what’s happening in markets this week and what it all means for investors.   This episode is hosted by Max Julius and was recorded earlier today.   ·         Follow us on LinkedIn for our latest updates and discover our ‘Future W...

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, to discuss what’s happening in markets this week and what it all means for investors.   This episode is hosted by Max Julius and was recorded earlier today.   ·         Follow us on LinkedIn for our latest updates and discover our ‘Future W...

When the direction of markets seems totally unknowable, constructing an investment strategy can sometimes feel like a battle. Among other things, investors need to find a decent array of weapons, or investment opportunities; guard against attacks, or shield against unrewarded risks; and, as no plan survives contact with the enemy, adapt to changing market circumstances. This week we’re talking to...

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) might just have the answer. Inspired by the “five-a-day” mantra, the PLSA’s Policy Board have developed Retirement Living Standards as guidelines for how much retirees need to live off – and what they can realistically afford to buy – at three l...

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 the one that always stands out to employees’ lived experiences is culture and yet is still seen as so elusive given it is embedded in unspoken behaviours, social patterns and mind-sets. This makes it hard for boards and would-be investors to...

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 your work with your competitors? When so many are claiming to have ESG in their DNA, the ambitious update to the Stewardship Code goes a long way to putting an end to greenwashing. With new expectations about how investment and stewardship are...

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 large amount of wealth to be managed.  But is the story of the technological upstart disrupting an age-old industry too reductive? And can robo-advice really provide the necessary guidance customers are looking for when so many have such nuan...

What makes a ‘modern’ office space that genuinely suits occupiers’ needs? Is it a fully serviced environment, accompanied by all the technological bells and whistles available? Or perhaps it’s the more traditional but sparsely furnished option? Customer expectations today have highlighted the limitations of both services and traditional offices and the need for genuine intermediate solutions. Join...

The opportunities being created by the wider adoption of artificial intelligence (AI) and robotics are immense. Spending on cognitive and AI systems is forecast to grow from $12 billion in 2017 to $78 billion in 2022, according to IDC, and McKinsey projects that AI technologies are likely to increase global economic output by $13 trillion, or 16%, by 2030. For cutting-edge insight into these trend...