L&G Talks Asset Management

Against a backdrop of somewhat quieter markets, we ask what are short-term Treasuries telling us about debt ceiling negotiations? What’s behind the strong performance of US technology stocks? And why does China need to revitalise its property sector? Ben Bennett explains all.

This episode is hosted by Frances Watson, Content Manager.

All data sourced from Eikon as at 22 May.

For professional investors only. Capital at risk.

With bonds and equities falling in tandem, 2022 was an exceptional year for the financial markets. As we approach 2023’s halfway point, have we returned to ‘normal’? And what does the recent volatility in the banking sector mean for investors in European fixed income assets?

Andrew Lowry, European Content Manager, sits down with LGIM’s Head of Euro Credit Marc Rovers to find out.

It’s easy to take clean running water for granted, but climate change, population growth and infrastructure failings mean demand will increasingly outstrip supply. Elisa Piscopiello, ETF Analyst at LGIM, explains the role of technology in addressing the problem, and shares some water-saving tips to use at home.   

This podcast is hosted by Harry Brooks, Content Manager. 

All data is from Eikon as at 5 May 2023 unless otherwise stated. 

For professional investors only. Capital at risk.

Against a background of macroeconomic uncertainty, are central bankers right to hike interest rates? Is China’s post-COVID recovery still on track? And what’s the verdict on the coronation quiche? Ben Bennett, Investment Strategist APAC, explains all.

This call is hosted by Frances Watson, Content Manager.

All data is sourced from Eikon as at 03 May 2023.

For professional investors only. Capital at risk.

To coincide with the launch of LGIM’s 12th annual Active Ownership report, we discuss the depth and breadth of our work in 2022 on the issues of deforestation, biodiversity, cybersecurity and the effect of climate change on real assets, while also discussing what’s front of mind for 2023.
Panellists include:
Michael Marks, Head of Investment Stewardship and Responsible Investment Integration
Amelia Tan, Head of Responsible Investing Strategy for Investments 
Shuen Chan, Head of Responsible Investment & Sustainability, LGIM Real Assets 
This podcast is hosted by Frances Watson, Content Manager.
All numbers quoted in this podcast are from LGIM’s Active Ownership report, 2022. The 50% statistic regarding The Dolphin Shopping Centre, Pool is NHS Dorset, as at March 2023.

For professional investors only. Capital at risk.

For this month’s call, CIO Sonja Laud is joined by two experts for an in-depth discussion on emerging market debt and equities. As the growth differential between emerging market and developed market economies stands at its highest level for ten years, the panel also discusses the need for investors to focus on the structural implications of the rapid shift in wealth from the West to the East. 
Sonja is joined by Erik Leuth, Global Emerging Economist and Uday Patnaik, Head of Emerging Market Debt. Other topics covered by the panel include:

This podcast is moderated by Frances Watson, Content Manager.
All data is sourced from Bloomberg unless otherwise stated.
For professional investors only. Capital at risk.

What are the latest jobs data telling us about the state of the US economy? How will US core inflation numbers shape Fed thinking? What’s behind the recent uptick in China’s credit growth? And why is the price of gold within touching distance of a new high? Ben Bennett explains all.

All data sourced from Eikon as at 11 April 2023 unless otherwise stated. This episode was recorded before the release of US core CPI numbers.

This episode is hosted by Frances Watson, Content Manager.

For professional investors only. Capital at risk.

With the backdrop of rising interest rates leading to lower pension scheme liabilities on average, many schemes have seen their funding positions improve steadily in recent years. As a result, we are hearing increasing talk of the terms ‘buyout’ and ‘buy-in’ in the world of defined benefit pensions.
But what do these terms really mean? And how can schemes prepare for buyout?  Lisa Purdy, LGIM’s Head of Pooled Solutions, explains all.
For listeners who would like to read more on the subject, please see the following pages on our website:

https://www.legalandgeneral.com/institutional/pension-risk-transfer/what-we-offer/buyout/

https://www.legalandgeneral.com/institutional/pension-risk-transfer/what-we-offer/buy-in/

This podcast was recorded on 21 March 2023 and is hosted by Anthony Penson, Institutional Content Manager.

For professional investors only. Capital at risk.

After two unscheduled CIO calls on developments in the banking sector, we return with a regular episode to take stock of the investment landscape, with a focus on the interplay between policymaking, economic growth and market pricing.
During the call, which is hosted by LGIM’s CIO, Sonja laud, we also touch on an important piece of proprietary research into long-term climate scenarios – and what they mean for investors.
Sonja is joined by Nick Stansbury, Head of Climate Solutions, and James Carrick, Global Economist. Other topics covered by the panel include:

The podcast was recorded on 28 March and is moderated by Max Julius, Head of Content.
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For professional investors only. Capital at risk.

The last couple of weeks have seen investor nerves somewhat shredded. But why have equities proved more resilient than credit? And have central bankers done enough to restore confidence in the banking system, or will there be more casualties to come? Ben Bennett calmy outlines his thoughts.
This episode is hosted by Frances Watson, Content Manager.
All data is sourced from Eikon as at 23 March 2023 unless otherwise stated.
For professional investors only. Capital at risk.