L&G Talks Asset Management

What’s behind the latest profit warnings from US retailers? How is bad news being received by investors? And what’s behind the recent dollar strength? Ben Bennett, Head of Strategy and Investment Research explains all. This episode is hosted by Frances Watson, Content Manager.

In this month’s episode, Sonja Laud, LGIM’s Chief Investment Officer, discusses recession risk, where we are in the economic cycle and understanding the balance between energy security and the path to net zero. Sonja was joined by: Mike Barrie, Director of Fund Management, Real Assets Shuen Chan, Head of ESG, Real Assets This episode was hosted by Frances Watson, Content Manager and was recorded t...

Cyberattacks on critical national infrastructure are on the increase, and companies also face increasingly sophisticated threats to their data. In today’s podcast we examine who has the upper hand, and the new technologies that could turn the tide. Speaker: Aude Martin, Senior ETF Investment Specialist, Index Funds Host: Harry Brooks, European Content Manager, ETFs

Higher inflation, slower growth and tighter monetary conditions have led to increased talk of recession. But just how much recession risk is priced into markets? Ben Bennett, Head of Investment Strategy and Research explains all. This episode is hosted by Frances Watson, Content Manager.

In this special podcast we highlight some of the issues in our 11th annual Active ownership report - from the real living wage and inequality, through to flood risk and the complexities of ESG more generally. This episode, recorded in April, features: Kurt Morriesen, Head of Investment Stewardship Amelia Tan, Head of Responsible Investing Strategy Shuen Chan, Head of ESG Real Assets Frances Watson...

Amid the turmoil of the year so far, what is the prevailing factor dominating DC savers’ pension preferences? In this podcast, we take a deep dive into the differences between UK and Irish scheme members when it comes to responsible investing. Featuring: Stuart Murphy, Co-Head of DC Richard Kelly, Head of Client Business, Ireland Janette Weir, Owner and Director, Ignition House And hosted by Eliza...

In this episode of LGIM Talks, Hetal Mehta, Senior European Economist, analyses the reasons behind skyrocketing living costs, the policymakers’ response and whether or not the fall in real incomes will make recession in Europe inevitable. This episode is hosted by Frances Watson, Content Manager.

In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discussed the complex market environment facing investors, with a focus on inflation, earnings season and the long-term implications of the conflict in Ukraine. Sonja was joined by: Madeleine King, Head of Research and Engagement John Roe, Head of Multi-Asset funds The episode was hosted by Max Julius, Head of Content, and was r...

In this special edition of Market Talk, we take a more in-depth look at the twin factors driving markets currently; growth and inflation. More specifically we look at GDP growth in China, the Fed’s aggressive monetary stance and investor implications of an inflationary environment at the portfolio level. Speakers are: Ben Bennett, Head of Investment Strategy & Research John Roe, Head of Multi-...

Two years on from the first COVID lockdown, and in this podcast, we look at how the hotel sector has recovered since then, how it’s coping with current challenges in the form of rising labour and energy costs and what are the overall implications from an investor standpoint. Speakers are: Matt Soffair, Research Manager for Hotels and Leisure Louise Burney, Senior Asset Manager for Operational Real...

In this latest edition of Market Talk, Ben Bennett, Head of Investment Strategy and Research explains the reasons behind China’s volatile stock market, why central banks need to raise interest rates and whether or not montetary tightening will be balanced by fiscal easing. This episode is hosted by Frances Watson.

In this special update, Sonja Laud, our CIO, discusses the latest macro and market implications of the conflict in Ukraine, with a particular focus on implications for the energy complex, climate change, debt markets and index strategies. Sonja is joined by: Howie Li, Global Head of Index and ETFs Nick Stansbury, Head of Climate Solutions Raza Agha, Head of Emerging Market Credit Strategy Follow u...

In celebration of International Women’s Day, Sarah Bates, Co-founder of the Diversity Project, spotlights the changing attitudes towards women in financial services, the importance of challenging the status quo and promoting diversity and the impact of COVID-19 on women’s roles in the workplace. This episode is hosted by Lindsey Bass.

The conflict in Ukraine is moving markets worldwide, driving the oil price to its highest level in more than seven years. But what does this mean for investors, and how might it impact inflation globally, when the cost of living is already rising? In this episode, we explain why it is dangerous to get caught up in any particular inflation story, and why we believe that global inflation – led by th...

The conflict in Ukraine is moving markets worldwide. So we’re sharing with our podcast listeners the recording of a live client call we held on Thursday with our CIO, Sonja Laud, and experts from across LGIM on what the developing situation means for investors. Sonja was joined by: Howie Li, Global Head of Index and ETFs Ed Wicks, Head of Trading Emiel van den Heiligenberg, Head of Asset Allocatio...

In this fortnightly episode of Market Talk, Ben Bennett, LGIM’s Head of Investment Strategy and Research, looks at the market implications of escalating Russia-Ukraine tensions, fresh inflation data and declines in fixed-income assets. The episode is hosted by Max Julius, Head of Content, and was recorded today. Follow us on LinkedIn and Twitter for our latest updates; discover the LGIM Blog for m...

In this short podcast, our Global Economist James Carrick, takes a brief look at the causes behind global inflation, its differing effects on consumers and the various implications for economic growth. This podcast is hosted by Frances Watson.

In this month’s CIO call, Sonja Laud, LGIM’s chief investment officer, discusses how the hawkish shift in monetary policy is reverberating across markets, with a focus on public and private credit. Sonja is joined by: Nicholas Bamber, Head of Private Credit, LGIM Real Assets Mark Benstead, Head of Pan European Credit The episode is hosted by Max Julius, Head of Content, and was recorded today. Fol...

From her early days of excelling on the netball court, and singing in Gilbert and Sullivan’s operettas, to navigating the defined contribution pension landscape, Rita Butler-Jones, Co-Head of DC Pensions, takes us on her own very personal journey; explaining how she landed in the world of pensions and her plans for DC at LGIM. This episode is hosted by Eliza Grimond.

As China prepares to enter a new lunar year, Ben Bennett, Head of Investment Strategy and Research gives us a deep dive into Chinese equities, bonds, property and sketches the likely outlook for Chinese growth from his Hong Kong base.   This episode was hosted by Frances Watson.

It has been a difficult start to the year for many tech stocks. In this episode, we look through the present volatility to examine the broader relationship between valuations and growth themes. Seemingly high starting price-to-earnings ratios haven’t seemed to deter investors’ fear of missing out (FOMO) in the past, but should they lead to a fear of joining in (FOJI) today? LGIM’s ETF analyst Elis...

Bond yields are grinding higher and volatility has returned to global stock markets. So what’s driving the changing narrative and what can we expect to glean from this week’s all-important US Federal Reserve meeting? Ben Bennett, Head of Investment Strategy and Research, explains. This episode is hosted by Frances Watson.

As the Federal Reserve prepares to push the button on US interest rates, Ben Bennett, head of investment strategy and research looks at the implications of rising US bond yields on the technology sector. And while the US is in a rate-tightening cycle, the latest easing measure from China comes amid renewed problems in the country’s property sector. This episode is hosted by Frances Watson.

In this month’s special edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, discussed the macro and market outlook this year, with a focus on the balancing act faced by central bankers in light of resurgent inflation. Sonja was joined by: Colin Reedie, Head of Active Strategies Tim Drayson, Head of Economics The episode was hosted by Max Julius, Head of Content, and was recorded...

In our final episode of our mini-series, join Lindsey Bass and Laura Brown as they interview Claire Jones and Dan Mikulskis from LCP, pulling apart the threads of what net zero really means to them. Participants: Claire Jones, Partner and Head of Responsible Investment, LCP Dan Mikulskis, Partner, LCP Lindsey Bass, Head of UK Consultant Relations, LGIM Laura Brown, Head of Client Solutions, LGIM