Innovative treatments are needed for those affected by rare conditions, but how do the economics stack up given the huge costs involved? Elisa Piscopiello, ETF Analyst at LGIM, explains how government incentives are helping to finance the development of life-changing medicines.   

This podcast is hosted by Harry Brooks, Content Manager. 

All data is from Eikon as at 28 February 2023 unless otherwise stated. 

For professional investors only. Capital at risk.

With inflation as sticky as it is, bond yields are on the rise. But why isn’t credit following suit? And is China’s growth forecast for 2023 enough to avoid a potential worldwide recession? Ben Bennett explains all.

This podcast is hosted by Frances Watson, Content Manager, and was recorded before Jay Powell’s congressional testimony. 

All data is from Eikon as at 07 March 2023 unless otherwise stated. 

For professional investors only. Capital at risk.

While Western economies continue to keep interest rates at elevated levels, it seems Japan’s fiscal expansion knows no bounds. So what’s behind the country’s fiscal largesse and what effect may this have on its consumers and company earnings? Chris Teschmacher, Fund Manager on the Asset Allocation team, gives us his take on all things Japanese.

This episode is hosted by Frances Watson, Content Manager.

For professional investors only. Capital at risk.

After a strong start to year for both equities and credit in the US, has market sentiment become uncoupled from fundamentals? Why is China seemingly displaying the same pattern? And as the Bank of Japan appoints a new governor, what does this mean for its yield curve control policy – and global fixed income investors? Ben Bennett breaks down all the latest market-moving news.

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

All data sourced from Eikon as at 16 February 2023 unless otherwise stated.

For professional investors only. Capital at risk.

LGIM’s Senior European Economist Hetal Mehta breaks down the latest round of rate hikes from the Bank of England, ECB and Fed. After a winter of gloomy forecasts, did the messaging from the various central banks allow for some – cautious – optimism? And could the end of the current hiking cycle be in sight?

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

 For professional investors only. Capital at risk.

Now that most companies have released their Q4 earnings statements Lars Kreckel, Global Equity Strategist in the Asset Allocation team, expands on his recent blog, formulating his thoughts on European and US earnings, the ‘r’ word and the effect of China’s reopening on global corporates.

The podcast is hosted by Frances Watson, Content Manager.

For professional investors only. Capital at risk.

What’s behind the latest rise in equities, bonds and credit? Is the glass half-full or half-empty when it comes to forecasting a US recession? And as China starts to reopen, has economic activity returned to full throttle? Ben Bennett explains all.

This podcast is hosted by Frances Watson, Content Mananger.

All data sourced from Eikon as at 30 January 2023 unless otherwise stated.

For professional investors only. Capital at risk.

How does a fund manager pick a third-party fund manager? How important is performance, personality and positioning? In this episode, Justin Onuekwusi, Head of Retail Investments, EMEA was joined by Francis Chua, Fund Manager and Mireille Bensimon, Investment Analyst from LGIM’s Multi-Asset team, to discuss the key considerations for selecting external funds within our multi-asset portfolios. 
All UK equity data is sourced from Lipper as at 31 December 2022 unless otherwise stated. 
For professional investors only. Capital at risk. 

LGIM’s Head of Active Strategies Colin Reedie is one of our most experienced investors. In this episode he breaks down his storied career, from his early days flying with the RAF to his more recent role navigating the rapidly evolving investment landscape. 

This episode is hosted by Andrew Lowry.

For professional investors only. Capital at risk.