L&G Talks Asset Management

 We’ve held a second live webinar to discuss ongoing pressure on banks worldwide, underscored by the takeover of Credit Suisse* by UBS, which raises questions about the health of the sector, the treatment of bondholders and the global economic outlook.

 This episode is a recording of that webinar with our clients, which took place on 17 March and was hosted by Sonja Laud, LGIM’s Chief Investment Officer.

 Sonja was joined by Colin Reedie, Head of Active Strategies; Christopher Jeffery, Head of Rates & Inflation Strategy; Dan Lustig, Senior Credit Analyst; and Tim Drayson, Head of Economics.

 The webinar was 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 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.

 *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.

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.

All figures are from Bloomberg as at 28 February 2023, unless otherwise stated.

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.