L&G Talks Asset Management

L&G Talks Asset Management

By L&GBusinessInvesting
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L&G Talks Asset Management episodes

  • 289: Bond jitters, heightened vol, crowding out – Market Talk
    Against a background of heightened volatility and bond market jitters, in this episode, Ben Bennett, discusses the possible reasons behind the sharp rise in bond yields over the past few days, the rising cost of borrowing, and the crowding out effect of higher bond yields on credit and equities.  
    This episode is hosted by Frances Watson, Content Manager, and was recorded before the ADP jobs report.
    All data is sourced from Refinitiv as at 03 October 2023.
    For professional investors only. Capital at risk.
    18 min
  • 288: What do ‘higher for longer’ rates mean for markets?
    Following a momentous month for central banks, Sonja Laud, LGIM’s CIO, discusses with her expert panel whether we’ve reached peak interest rates and what to expect from markets into year end, with a focus on the outlook for the US.

    Sonja is joined by Jason Shoup, CIO at LGIM America, and Tim Drayson, LGIM’s Head of Economics. The panel also discusses:

    • What to watch for in the run-up to the 2024 US presidential election
    • The biggest potential opportunities and risks we see in US bond markets
    • The type of ‘landing’ markets are pricing for the US economy – and what we anticipate
    • What’s top of mind for Asian investors, following Sonja’s recent trip to Singapore and Hong Kong
    • What we’ve been watching and reading recently
      • The podcast was recorded on 27 September and is moderated by Max Julius, Head of Content.

      Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM blog for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

      For professional investors only. Capital at risk.

      41 min
    • 287: Positively charged: lithium and the electric vehicle revolution
      Batteries have a critical role to play in the transition to net zero, with the rapid rise of electric vehicles demonstrating how far the technology has evolved in just a few years.

      Head of Pooled Index Strategy Michael Stewart and ETF Analyst Elisa Piscopiello discuss the highlights from their new white paper: The battery value-chain: how batteries and lithium are powering the energy transition.

      This episode was hosted by Harry Brooks, Content Manager.

      Sources quoted can be found in our white paper:

      https://www.lgim.com/uk/en/insights/esg-and-long-term-themes/whitepaper-how-batteries-and-lithium-are-powering-the-energy-transition/

      For professional investors only. Capital at risk.

      20 min
    • 286: Stagflation, Japan and typhoons - Market Talk
      With China experiencing deflation, and as Europe starts to encounter sticky inflation and slowing growth, is the US the only bright spot in the global economy right now? Is the curtain finally falling on the era of negative interest rates in Japan? And has Hong Kong become the latest victim of climate change? Ben Bennett, Investment Strategist APAC, explains all.

      This episode was hosted by Frances Watson, Content Manager and was recorded before the US CPI data print.

      For professional investors only. Capital at risk.

      16 min
    • 285: How LGIM votes: lifting the lid on AGM season
      With AGM season wrapped up for companies around the world, our Investment Stewardship experts discuss how LGIM voted on key issues in 2023. 

      LGIM’s Investment Stewardship team exercises voting rights globally across our active and index strategies, holding companies to account on the ESG issues that matter most to our clients. 

      So, what was top of the agenda for investors in 2023? And how can LGIM drive meaningful change through votes? 

      In this episode, Jeannette Andrews, Senior Global ESG Manager and John Hoeppner, Head of US Stewardship and Sustainable Investments answer these questions and more.

      This episode was hosted by Jun Merrett, Content Manager. 

      For professional investors only. Capital at risk. 

      25 min
    • 284: In Conversation with… Andrzej Pioch
      To celebrate 10 years of LGIM’s Multi-Index strategies, we catch up with fund manager Andrzej Pioch who shares his career story, achievements and lessons learnt over the past decade, and hopes for a more inclusive industry as co-chair of the L&GBT Allies Network. 

      For professional investors only. Capital at risk. 

      27 min
    • 283: US jobs data, Chinese equities and high yield
      Why were investors happy with the latest US jobs data? Have we reached ‘peak pessimism’ in terms of Chinese equities? And what are generous yields in the high-yield bond space telling us? Ben Bennett explains all.

      This episode was hosted by Frances Watson, Content Manager.

      All data is sourced from Eikon as at 01 September 2023 unless otherwise stated.

      For professional investors only. Capital at risk.

      19 min
    • 282: Biodiversity and why we haven’t hit ‘peak ESG’ – the CIO call
      Why does biodiversity loss pose material risks to investors – and what are we at LGIM doing about them?

      In our latest CIO call, hosted by Sonja Laud, LGIM’s Chief Investment Officer, we answer this question as Lewis Pugh, UNEP Patron of the Oceans and LGIM’s global partner, swims the length of the Hudson river to highlight the threats to biodiversity.

      Sonja is joined by Amelia Tan, Head of Responsible Investment Strategy, and Alexander Burr, ESG Policy Lead. We also discuss:

      • The outlook for the global economy and markets into year end
      • Water quality and water security
      • Why despite the increasing politicisation of the debate, we don’t believe we’ve reached ‘peak ESG’
        • The podcast was recorded on 31 August and is moderated by Max Julius, Head of Content.

        Source for Ecuador’s debt-for-nature swap: https://www.ft.com/content/e895761d-63c6-44e7-84d8-ca6dd89a6a20

        Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM Blog for more insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

        For professional investors only. Capital at risk.

        35 min
      • 281: The power of partnerships: Endgame Solutions and Pension Risk Transfer
        In this latest edition of LGIM Talks we take a road trip over to our partners in Legal & General’s Pension Risk Transfer (PRT) business, where Roshni Sakaria, Actuarial Manager, LGRI, welcomes Adrian Somerfield, Director, PRT, and Mat Webb, Head of Endgame Solutions, LGIM, who discuss how our PRT and investment management businesses work together to support schemes and explore the benefits of partnering with an insurer.          

        This podcast was published with the kind permission of LGRI. A link to the full range of PRT podcasts is available here:

        https://www.legalandgeneral.com/institutional/pension-risk-transfer/knowledge-centre/videos/The-PRT-podcast/

        For professional investors only. Capital at risk. 

        22 min

      About L&G Talks Asset Management

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      What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.

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