L&G Talks Asset Management

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.

Sonja Laud, LGIM’s Chief Investment Officer, and her expert panel discuss the outlook for the global economy and key asset classes in 2023, in our first CIO call of the year.
Amid a still-challenging macro and market context, we offer answers to the most pressing questions for investors: How bad might things get? And what could signal a turnaround?
Sonja is joined by Colin Reedie, Head of Active Strategies, and Tim Drayson, Head of Economics.
The podcast was recorded as a live client webinar on 12 January and is hosted 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.

Where did Santa get to at the end of 2022? How will China’s economy fare in light of the easing of its COVID restrictions? And what was behind Japan’s recent move to abandon its yield curve control? Ben Bennett explains all in the first episode of Market Talk for 2023.

For professional investors only. Capital at risk.

To say real assets – most notably the areas of real estate equity and private credit – have endured a challenging year may be somewhat of an understatement. That said, starting yields for private credit going into 2023 equate to those not seen in years while, in real estate equity, a recovery in certain sectors of the market may be more of a possibility as we head into 2023. Join Bill Page, Head of Real Estate Markets Research and Lushan Sun, Private Credit Research Manager as they talk volatility, voids and valuations. 
This episode is hosted by Frances Watson, Content Manager.
All data is sourced from Bloomberg, MSCI as at December 2022 unless otherwise stated.
For professional investors only. Capital at risk.

Markets have been volatile in 2022, but how have thematic investments fared? And looking to 2023 and beyond, which thematic areas might take centre stage given technological developments, the geopolitical landscape and market forces? Join Aude Martin and Tobias Merfeld from LGIM’s ETF investment team for a wide-ranging conversation on thematic investment this year, next year and beyond.

This episode is hosted by Harry Brooks, Content Manager.

Sources:

·        Cyber security spending forecast for 2023: https://www.cybersecuritydive.com/news/security-spending-balloons/634365/#:~:text=Gartner%20predicts%20organizations%20will%20spend,%247.5%20billion%20in%202023%20spending.
·        Battery demand forecast: https://source.benchmarkminerals.com/article/200-billion-needed-to-meet-battery-cell-demand-by-2030
·        Renewable energy forecast: Bloomberg New Energy Finance, New Energy Outlook 2022
·        Cloud protection forecasts: https://www.cybersecuritydive.com/news/security-spending-balloons/634365/

For professional investors only. Capital at risk.

In our final CIO call of the year, Sonja Laud, LGIM’s Chief Investment Officer, discusses the key themes that have dominated 2022 for investors and surveys the market landscape in 2023.
Key topics covered include the economic outlook, energy security, central bank policy, thematic investing and the prospects for different asset classes. Sonja is joined by:

At the end of the podcast, which was recorded on 7 December, our speakers also offer viewing and reading recommendations for the holidays.
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.

Just how badly have asset classes performed in 2022? And where next for bonds, credit and equities given investors start 2023 with a decent yield cushion?  In view of the current tightness in the US labour market will the Fed be able to navigate a hard or soft landing? Join Ben Bennett, Head of Investment Strategy & Research for his whistlestop take on financial markets.
This episode is hosted by Frances Watson, Content Manager.
All data is sourced from Eikon as at end November 2022 unless otherwise stated.
For professional investors only. Capital at risk. 

In this episode Richard Romer-Lee, CEO at Square Mile Investment Consulting & Research, chats with James Crossley, Head of UK Wholesale Distribution at LGIM, about how the asset management industry has evolved during his City career, the role of ‘alternatives’ and why he is excited about responsible investing. Richard also reveals how he managed to appear on the popular ITV programme, Blind Date. 
For professional investors only. Capital at risk.