L&G Talks Asset Management

For the latest in our quarterly series of updates on the global fixed income market, LGIM’s Head of Euro Credit Marc Rovers gives us a detailed briefing on where the European debt market is, and where it may be heading.

In a broad-ranging discussion, we cover what lay behind the late summer’s sporadic spikes in volatility, potential European spillover effects from the US election, why bond issuance is running at an all-time high – and much more.

This episode is hosted by Andrew Lowry, European Content Manager.

For professional investors only. Capital at risk.

What does it take to rise up the ranks of investment distribution? And how has the advent of hybrid working and the demise of corporate hospitality changed the business of selling funds?

In this episode, Ben Cherrington, LGIM’s Head of UK Wholesale, shares candid insights from more than two decades spent at some of the best-known asset managers, and explains why it’s a tougher business now than ever before.

This episode is hosted by Harry Brooks, Content Manager. 

Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.

What was behind last month’s ‘flash crash’ and last week’s smaller wobble? Does the dis-inversion of the US treasury yield curve signal recession? And what are markets telling us about the likely path of interest rates in the US, Europe and the UK?

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 10 September 2024 unless otherwise stated.

For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.

It’s been more than a year since Robert Waugh took over as the independent chair of the Legal & General Mastertrust’s board of trustees.

In our latest DC podcast, Robert and Kim Brown, Head of Mastertrust & IGC, review the highlights and challenges of his first year in post, the implications of a change of government – which had been elected just two weeks before their conversation – and Robert’s ambitions for the future.

Kim also finds out more about the man behind the role including Robert’s interests and what he’d recommend from his recent reading list.

For professional investors only. Capital at risk 

With surplus extraction now a realistic proposition for many DB schemes, ‘run-on’ could be an increasingly popular endgame option.

In our latest DB podcast we continue our discussion of the endgame options available for DB pension schemes, and in particular, why the government’s review of the regulation around surplus extraction could potentially lead to increased desire among pension trustees to consider ‘running on’ their scheme.

And what do the terms ‘run-on’ and ‘surplus’ mean in the first place?

Mathew Webb, Legal & General’s Head of Endgame Solutions, explains all. 

For professional investors only. Capital at risk

We’re taking a short break from the pod but we’ll be back on 22 August with more news and views from across our investment teams.

What can the summer of sport tell us about the power of the world’s biggest brands? How can brand value be quantified? And why might investors seek to add exposure to the owners of the strongest global brands? 

Delving into these questions in this episode are:

Henry Farr, Director, Brand Finance®
Ellie Piscopiello, Senior ETF Analyst, LGIM

This podcast is hosted by Harry Brooks, European Content Manager.

For professional investors only. Capital at risk.

Securities are mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.

Sources:

Sponsorship value of 2024 Olympics: CNN, July 2024
Roger Federer’s endorsement portfolio: Forbes, 2023
Financial characteristics of owners of global brands refers to top 100 global brands as per Brand Finance®'s ranking for the seven years ended 31 December 2022. ‘Mega cap peers’ refers to companies with market cap over $15bn
Nike logo history: Reuters, 2023

How should investors interpret the latest twists and turns in the race for the White House? What’s behind the rise in US small-cap stocks? What should investors conclude now that China’s third plenum has ended? And why is August such a special month for our very own Ben Bennett, Head of Investment Strategy, Asia? 

This podcast is hosted by Frances Watson, Senior Content Manager.

All data is sourced from Eikon as at 22 July 2024 unless otherwise stated.

For professional investors only. Capital at risk.

Is investor interest in private markets set to continue? Or has their appeal been hit by the interest rate cycle of the last two years? And how can investors position themselves to align with the megatrends shaping the investment environment of the future?

Andrew Lowry, Content Manager at Legal & General, is joined by Rob Martin, Global Head of Investment Strategy and Research for Private Markets, and Infrastructure Strategist, Marija Simpraga, to discuss the potential factors driving performance in private markets for the rest of 2024 - and beyond.

This episode was recorded before Joe Biden’s decision to withdraw from the US presidential campaign.

For professional investors only. Capital at risk.