L&G Talks Asset Management

By L&GBusiness Investing

L&G Talks Asset Management episodes

September 21, 2022 229: Sometimes it’s hard to be a woman – tackling the gender pension gap
In this episode, Stuart Murphy, Legal & General’s Co-Head of DC, and Al Miles, Legal & General’s Senior Solutions Strategy Manager, discuss the issues that mean women’s pension pots are half the size of men’s when they come to retire.
Is the gender pension gap just the inevitable consequence of the biological reality of pregnancy for women, or are there steps we could be all taking to mitigate the financial penalty of parenting that affects mothers more harshly than it does fathers?
Unless otherwise stated, the data quoted is sourced either from Legal & General’s retirement research into its 4.6 million members gathered throughout 2021, or from LGIM’s recent research into auto-enrolment, conducted externally by Ignition House and carried out in June 2022.
The episode is hosted by Heather Forse, DC Content Manager.
For professional investors only. Capital at risk.
25 min
September 01, 2022 228: US and European tightening, China easing – Market Talk
Is the bear market rally in credit and equities officially over following the Jackson Hole meeting of central bankers? And what are the implications of higher gilt yields for UK investors? Ben Bennett, Head of Market Strategy and Research explains all.
This episode is hosted by Frances Watson, Content Manager.
For professional investors only. Capital at risk.
18 min
August 11, 2022227: Investing through a market regime shift – the CIO call
In our last episode of August, Sonja Laud, LGIM’s chief investment officer, discusses why the second half of 2022 has started on a decidedly more pleasant note than the first six months of the year, with a focus on earnings season and the prospects for fixed income and equities. Sonja is joined by:
Colin Reedie, Head of Active Strategies
Lars Kreckel, Global Equity Strategist

The episode is hosted by Max Julius, Head of Content, and was recorded on Thursday, 11 August.
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.
42 min
August 09, 2022 226: Taiwanese tensions, a bleak BoE outlook and US inflation - Market Talk
In the last episode of Market Talk for the summer, Ben Bennett, Head of Investment Strategy and Research assesses implications for investors regarding the latest Chinese tensions with Taiwan, reasons behind the Bank of England gloom and states why the US inflation print, out this week, is one to watch.
This episode is hosted by Frances Watson, Content Manager.
15 min
August 04, 2022 225: We’re all goin’ on a summer holiday
In this episode we chat with Hetal Mehta, Senior European Economist, Emiel van den Heiligenberg, Head of Asset Allocation and Laura Brown, Head of Client Solutions to see how our investment experts will be spending their summer holidays, and what will be front of mind on their return? For a feel-good podcast, listen to #LGIM talks

This podcast was hosted by Frances Watson, Content Manager, and was recorded mid-July.
19 min
July 28, 2022 224: Market rallies, Fed’s move and China – Market Talk
In this episode, Ben Bennett, Head of Investment Strategy & Research, looks at reasons behind the rally in bond and equity markets, options for central bankers in light of weaker economic activity and developments in China’s property market.
This episode, hosted by Frances Watson, Content Manager, was recorded before the Fed’s decision on 27 July.
17 min
July 22, 2022 223: Is the party over for post-Jubilee Britain?
In this episode of Blog on the Pod: as the UK prepares for the Conservative Party to select its fourth leader since 2016, we explore the economic challenges facing the winner of the contest.
With the UK potentially facing choppy waters ahead, our Senior European Economist, Hetal Mehta, shares a broad overview of Britain’s prospects in the short and medium term.

This episode is hosted by Andrew Lowry, European Content Manager.
14 min
July 13, 2022222: The outlook for EM assets – the CIO call
In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the investment outlook over the coming months, with a focus on the growth vs inflation narrative and emerging markets. Sonja is joined by:
Uday Patnaik, Head of Emerging Market Debt
Erik Lueth, Global Emerging Market Economist

The episode is hosted by Max Julius, Head of Content, and was recorded on Wednesday, 13 July. All data cited are sourced from Bloomberg, as at the time of recording, unless otherwise stated.
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.
31 min
July 08, 2022 221: In conversation with… Bill Hughes, Global Head of Real Assets
In this episode, hear what attracted Bill to the world of property in the first place, as well as his views on the role of big cities, urban regeneration and the need for sustainable buildings. Bill also shares his insights into why, he believes, the younger generation can enjoy a rewarding career in the built environment.
This episode is hosted by Frances Watson, Content Manager.
21 min
June 30, 2022 220: Market Talk Asia Special
Against a backdrop of a gruelling six months for investors, we take a deep-dive into the world of high yield and investment-grade bonds, a look at underlying corporate fundamentals, and what to expect ahead of the upcoming Q2 results.
Speakers are:
Ben Bennett, Head of Investment Strategy & ResearchMatt Rees, Head of Global Bond Strategies
This episode is hosted by Frances Watson, Content Manager.
25 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.