L&G Talks Asset Management

By L&GBusiness Investing

L&G Talks Asset Management episodes

June 23, 2022 219: AMR: what is it, why should investors care?
In this special episode of LGIM talks, Dame Sally Davies, UK Special Envoy on antimicrobial resistance, talks to Michael Marks about the dangers of AMR and how an unwillingness to address this health issue affects not just patients but the whole of the food chain, our water system and ultimately investors.

This episode was recorded as part of LGIM’s Sustainability Summit and is hosted by Michael Marks, Head of Responsible Investment Integration.
27 min
June 15, 2022218: Aggressive central banks, fragile markets – the CIO call
In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the current bout of market volatility, with a focus on trading conditions, money markets and LDI strategies. Sonja is joined by:
Ed Wicks, Head of Trading
Guy Whitby-Smith, Head of Solutions Portfolio Management

The episode is hosted by Max Julius, Head of Content, and was recorded on Wednesday, 15 June.
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.
39 min
June 08, 2022 217: Rising oil prices and slowing growth – Market Talk
Why is the oil price firming and what are the repercussions for global growth? And how quickly will central bankers continue to tighten monetary policy? Ben Bennett, Head of Investment Strategy and Research reveals all.
15 min
June 01, 2022 216: Building a case for the build-to-rent sector
In this episode Mike Adefuye, Senior Research Manager, Real Assets, paints a picture of a typical BtR apartment, analyses the risks and opportunities faced by investors and examines the sector’s role as a potential inflation hedge.
This episode is hosted by Frances Watson, Content Manager.
20 min
May 26, 2022 215: Margin compression, bear markets and a dollar focus – Market Talk
What’s behind the latest profit warnings from US retailers? How is bad news being received by investors? And what’s behind the recent dollar strength? Ben Bennett, Head of Strategy and Investment Research explains all.
This episode is hosted by Frances Watson, Content Manager.
16 min
May 19, 2022 214: Recession risk, real estate and responsible investing – the CIO call
In this month’s episode, Sonja Laud, LGIM’s Chief Investment Officer, discusses recession risk, where we are in the economic cycle and understanding the balance between energy security and the path to net zero. Sonja was joined by:
Mike Barrie, Director of Fund Management, Real AssetsShuen Chan, Head of ESG, Real Assets
This episode was hosted by Frances Watson, Content Manager and was recorded today.
36 min
May 12, 2022 213: Are we losing the fight against cybercrime?
Cyberattacks on critical national infrastructure are on the increase, and companies also face increasingly sophisticated threats to their data. In today’s podcast we examine who has the upper hand, and the new technologies that could turn the tide.

Speaker: Aude Martin, Senior ETF Investment Specialist, Index Funds
Host: Harry Brooks, European Content Manager, ETFs

13 min
May 05, 2022 212: Rising recession risk and US tech falls – Market Talk
Higher inflation, slower growth and tighter monetary conditions have led to increased talk of recession. But just how much recession risk is priced into markets? Ben Bennett, Head of Investment Strategy and Research explains all.
This episode is hosted by Frances Watson, Content Manager.
15 min
April 29, 2022 211: Active ownership: Global engagement to deliver positive change
In this special podcast we highlight some of the issues in our 11th annual Active ownership report - from the real living wage and inequality, through to flood risk and the complexities of ESG more generally.

This episode, recorded in April, features:
Kurt Morriesen, Head of Investment StewardshipAmelia Tan, Head of Responsible Investing StrategyShuen Chan, Head of ESG Real AssetsFrances Watson, Content Manager

To read the report go to www.lgim.com/activeowner
19 min
April 22, 2022210: Climate, COVID or cash: What’s making DC savers tick in 2022?
Amid the turmoil of the year so far, what is the prevailing factor dominating DC savers’ pension preferences? In this podcast, we take a deep dive into the differences between UK and Irish scheme members when it comes to responsible investing.

Featuring:
Stuart Murphy, Co-Head of DC
Richard Kelly, Head of Client Business, Ireland
Janette Weir, Owner and Director, Ignition House
And hosted by Eliza Grimond, Senior Content Manager.
21 min

About L&G Talks Asset Management

From the publisher's feed

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.