L&G Talks Asset Management

In this episode Richard Romer-Lee, CEO at Square Mile Investment Consulting & Research, chats with James Crossley, Head of UK Wholesale Distribution at LGIM, about how the asset management industry has evolved during his City career, the role of ‘alternatives’ and why he is excited about responsible investing. Richard also reveals how he managed to appear on the popular ITV programme, Blind Da...

In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the key takeaways from the COP27 climate summit thus far. She also argues for forceful engagement with companies key to the energy transition, where possible, rather than blanket divestments. Sonja is joined by Kurt Morriesen, Head of ESG Advisory, who attended the summit in Sharm El Sheikh, and Nick Stansbury, Head of...

Lewis Pugh, the endurance swimmer and UN Patron of the Oceans, discusses his recent swim to raise awareness of the threat posed by climate change to coral reefs and biodiversity. During the episode, Lewis makes a powerful case for protecting our oceans and reaching net-zero carbon emissions. He also describes the challenges he faced as he swam across the Red Sea – including oil tankers and sharks....

Despite credit rallying in the hope of a US policy pivot, the Federal Reserve has reaffirmed its intention to keep a lid on inflation at all costs. Whether they’ve managed to do that or not might just be evident in upcoming US CPI numbers. So, could we have reached peak US inflation? And what’s behind the volatility in the Hang Seng index? Ben Bennett, Head of Investment Strategy & Research ex...

In this episode Lars Kreckel, Global Equity Strategist, discusses the US Q3 earnings season and what it tells us about the state of the consumer and the wider economy. This episode is hosted by Harry Brooks, Content Manager. Nasdaq YTD total return figure cited from Refinitiv as at 02/11/2022. For professional investors only. Capital at risk.

In this episode, Emiel van den Heiligenberg, Head of Asset Allocation, discusses why liquidity is so important for investors, where we are in the economic cycle and, this being the season of Halloween, whether investors are experiencing market tricks or treats as we enter the final months of 2022. This episode is hosted by Frances Watson, Content Manager. Emiel’s blog can be accessed here. For pro...

Having lagged behind other sectors in its uptake of technology, healthcare could now have reached a pivotal moment. From AI and natural language processing to genomics and robotics, technology holds potential to revolutionise how we diagnose and treat illness. In today’s podcast we examine the most promising developments in healthcare technology. Speaker: Aude Martin, Senior ETF Investment Special...

Sonja Laud, LGIM’s chief investment officer, discusses how next month’s midterm elections might impact the US economic outlook and dollar assets more broadly. She also considers what UK bond market volatility tells us about the broader investment environment. Sonja is joined by: Jason Shoup, Deputy Head of US Fixed Income, LGIMA Tim Drayson, Head of Economics The episode is hosted by Max Julius, H...

Why is there renewed talk of a possible policy pivot from the US Federal Reserve? What should investors be focusing on heading into Q3 results season? And what are  10-year Treasury Inflation-Protected Securities telling us about the outlook for long-term inflation? Ben Bennett, Head of Investment Strategy & Research explains all. This episode is hosted by Frances Watson, Content Manager. For...

It’s been a turbulent two weeks for the British economy, with Chancellor Kwasi Kwarteng’s ‘mini-budget’ sending sterling plummeting, gilt yields soaring and prompting an intervention from the Bank of England that successfully brought yields down. As the dust settles, what conclusions can investors draw – and where next for UK fiscal and monetary policy?  Andrew Lowry, European Content Manager at L...

Real yields are rising, the dollar continues to firm against all major currencies and the UK economy has been caught in the crosshairs. But how should investors navigate this latest bout of global market turbulence? And in the wake of the energy supply shock how should investors look at the world of renewable energy, particularly against the current inflationary backdrop? Join Ben Bennett, Head of...

With the race to net zero in full swing we examine how index investors can pursue such an objective through understanding how to define net zero, why it is important to act today, the different options available and the importance of company engagement. Join Stefan Bilby, Head of Index Distribution, as he chats to Fadi Zaher, Head of Index Solutions and Jeannette Andrews, Senior Global ESG manager...

In this episode, Stuart Murphy, Legal & General’s Co-Head of DC, and Al Miles, Legal & General’s Senior Solutions Strategy Manager, discuss the issues that mean women’s pension pots are half the size of men’s when they come to retire. Is the gender pension gap just the inevitable consequence of the biological reality of pregnancy for women, or are there steps we could be all taking to miti...

Is the bear market rally in credit and equities officially over following the Jackson Hole meeting of central bankers? And what are the implications of higher gilt yields for UK investors? Ben Bennett, Head of Market Strategy and Research explains all. This episode is hosted by Frances Watson, Content Manager. For professional investors only. Capital at risk.

In our last episode of August, Sonja Laud, LGIM’s chief investment officer, discusses why the second half of 2022 has started on a decidedly more pleasant note than the first six months of the year, with a focus on earnings season and the prospects for fixed income and equities. Sonja is joined by: Colin Reedie, Head of Active Strategies Lars Kreckel, Global Equity Strategist The episode is hosted...

In the last episode of Market Talk for the summer, Ben Bennett, Head of Investment Strategy and Research assesses implications for investors regarding the latest Chinese tensions with Taiwan, reasons behind the Bank of England gloom and states why the US inflation print, out this week, is one to watch. This episode is hosted by Frances Watson, Content Manager.

In this episode we chat with Hetal Mehta, Senior European Economist, Emiel van den Heiligenberg, Head of Asset Allocation and Laura Brown, Head of Client Solutions to see how our investment experts will be spending their summer holidays, and what will be front of mind on their return? For a feel-good podcast, listen to #LGIM talks This podcast was hosted by Frances Watson, Content Manager, and was...

In this episode, Ben Bennett, Head of Investment Strategy & Research, looks at reasons behind the rally in bond and equity markets, options for central bankers in light of weaker economic activity and  developments in China’s property market. This episode, hosted by Frances Watson, Content Manager, was recorded before the Fed’s decision on 27 July.

In this episode of Blog on the Pod: as the UK prepares for the Conservative Party to select its fourth leader since 2016, we explore the economic challenges facing the winner of the contest. With the UK potentially facing choppy waters ahead, our Senior European Economist, Hetal Mehta, shares a broad overview of Britain’s prospects in the short and medium term. This episode is hosted by Andrew Low...

In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the investment outlook over the coming months, with a focus on the growth vs inflation narrative and emerging markets. Sonja is joined by: Uday Patnaik, Head of Emerging Market Debt Erik Lueth, Global Emerging Market Economist The episode is hosted by Max Julius, Head of Content, and was recorded on Wednesday, 13 July....

In this episode, hear what attracted Bill to the world of property in the first place, as well as his views on the role of big cities, urban regeneration and the need for sustainable buildings. Bill also shares his insights into why, he believes, the younger generation can enjoy a rewarding career in the built environment. This episode is hosted by Frances Watson, Content Manager.

Against a backdrop of a gruelling six months for investors, we take a deep-dive into the world of high yield and investment-grade bonds, a look at underlying corporate fundamentals, and what to expect ahead of the upcoming Q2 results. Speakers are: Ben Bennett, Head of Investment Strategy & Research Matt Rees, Head of Global Bond Strategies This episode is hosted by Frances Watson, Content Man...

In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the current bout of market volatility, with a focus on trading conditions, money markets and LDI strategies. Sonja is joined by: Ed Wicks, Head of Trading Guy Whitby-Smith, Head of Solutions Portfolio Management The episode is hosted by Max Julius, Head of Content, and was recorded on Wednesday, 15 June. Follow us on L...

Why is the oil price firming and what are the repercussions for global growth? And how quickly will central bankers continue to tighten monetary policy? Ben Bennett, Head of Investment Strategy and Research reveals all.

In this episode Mike Adefuye, Senior Research Manager, Real Assets, paints a picture of a typical BtR apartment, analyses the risks and opportunities faced by investors and examines the sector’s role as a potential inflation hedge. This episode is hosted by Frances Watson, Content Manager.