L&G Talks Asset Management

By L&GBusiness Investing

L&G Talks Asset Management episodes

November 10, 2022 239: Swimmer Lewis Pugh on the climate crisis and coral
Lewis Pugh, the endurance swimmer and UN Patron of the Oceans, discusses his recent swim to raise awareness of the threat posed by climate change to coral reefs and biodiversity.

During the episode, Lewis makes a powerful case for protecting our oceans and reaching net-zero carbon emissions. He also describes the challenges he faced as he swam across the Red Sea – including oil tankers and sharks.
The podcast was recorded in London on Thursday, 3 November and is hosted by Andy McQuillan, Global Director of Marketing at LGIM.
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.
25 min
November 07, 2022 238: Fed stays firm, China vol and US CPI – Market Talk
Despite credit rallying in the hope of a US policy pivot, the Federal Reserve has reaffirmed its intention to keep a lid on inflation at all costs. Whether they’ve managed to do that or not might just be evident in upcoming US CPI numbers. So, could we have reached peak US inflation? And what’s behind the volatility in the Hang Seng index? Ben Bennett, Head of Investment Strategy & Research explains all.
This episode is hosted by Frances Watson, Content Manager.
All data sourced from Eikon unless otherwise stated.
For professional investors only. Capital at risk.

18 min
November 03, 2022 237: Q3 earnings: what we’ve learnt from the hits and misses
In this episode Lars Kreckel, Global Equity Strategist, discusses the US Q3 earnings season and what it tells us about the state of the consumer and the wider economy.
This episode is hosted by Harry Brooks, Content Manager.
Nasdaq YTD total return figure cited from Refinitiv as at 02/11/2022.
For professional investors only. Capital at risk.
15 min
October 27, 2022 236: Blog on the pod: liquidity, cycles and bubbles
In this episode, Emiel van den Heiligenberg, Head of Asset Allocation, discusses why liquidity is so important for investors, where we are in the economic cycle and, this being the season of Halloween, whether investors are experiencing market tricks or treats as we enter the final months of 2022.
This episode is hosted by Frances Watson, Content Manager. Emiel’s blog can be accessed here.

For professional investors only. Capital at risk.
21 min
October 20, 2022 235: Healthcare technology: life-changing advances at the cutting edge
Having lagged behind other sectors in its uptake of technology, healthcare could now have reached a pivotal moment. From AI and natural language processing to genomics and robotics, technology holds potential to revolutionise how we diagnose and treat illness. In today’s podcast we examine the most promising developments in healthcare technology.
Speaker: Aude Martin, Senior ETF Investment Specialist, Index Funds
Host: Harry Brooks, European Content Manager, ETFs
(VC fund inflow figures taken from ROBO Global’s Jeramie Capron, speaking at LGIM’s 2022 Global Thematics Forum)
For professional investors only. Capital at risk.
13 min
October 13, 2022234: US midterms vs markets – the CIO call
Sonja Laud, LGIM’s chief investment officer, discusses how next month’s midterm elections might impact the US economic outlook and dollar assets more broadly. She also considers what UK bond market volatility tells us about the broader investment environment. Sonja is joined by:
Jason Shoup, Deputy Head of US Fixed Income, LGIMA
Tim Drayson, Head of Economics

The episode is hosted by Max Julius, Head of Content, and was recorded on Wednesday, 12 October.
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.
31 min
October 11, 2022 233: Fed whispers, Q3 earnings and US TIPS – Market Talk
Why is there renewed talk of a possible policy pivot from the US Federal Reserve? What should investors be focusing on heading into Q3 results season? And what are 10-year Treasury Inflation-Protected Securities telling us about the outlook for long-term inflation? Ben Bennett, Head of Investment Strategy & Research explains all.
This episode is hosted by Frances Watson, Content Manager.
For professional investors only. Capital at risk.
17 min
October 06, 2022 232: A sterling effort? Reviewing the fallout from the UK’s mini-budget
It’s been a turbulent two weeks for the British economy, with Chancellor Kwasi Kwarteng’s ‘mini-budget’ sending sterling plummeting, gilt yields soaring and prompting an intervention from the Bank of England that successfully brought yields down. As the dust settles, what conclusions can investors draw – and where next for UK fiscal and monetary policy?
Andrew Lowry, European Content Manager at LGIM, sits down with Senior European Economist Hetal Mehta to take stock of a dramatic fortnight on the markets.
For professional investors only. Capital at risk.
15 min
September 28, 2022 231: Navigating vol in global financial and European clean energy markets – Market Talk Asia Special
Real yields are rising, the dollar continues to firm against all major currencies and the UK economy has been caught in the crosshairs. But how should investors navigate this latest bout of global market turbulence? And in the wake of the energy supply shock how should investors look at the world of renewable energy, particularly against the current inflationary backdrop? Join Ben Bennett, Head of Investment Strategy & Research, and Marija Simpraga, Infrastructure Strategist to hear more.
This episode was hosted by Frances Watson, Content Manager and was recorded on 28 September before the Bank of England’s decision to stabilise UK financial markets through gilt purchases.

For professional investors only. Capital at risk.
26 min
September 23, 2022 230: Striving to make index strategies net-zero heroes
With the race to net zero in full swing we examine how index investors can pursue such an objective through understanding how to define net zero, why it is important to act today, the different options available and the importance of company engagement.
Join Stefan Bilby, Head of Index Distribution, as he chats to Fadi Zaher, Head of Index Solutions and Jeannette Andrews, Senior Global ESG manager.
26 min

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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.