L&G Talks Asset Management

In this episode of LGIM Talks, Hetal Mehta, Senior European Economist, analyses the reasons behind skyrocketing living costs, the policymakers’ response and whether or not the fall in real incomes will make recession in Europe inevitable.
This episode is hosted by Frances Watson, Content Manager.

In this special edition of Market Talk, we take a more in-depth look at the twin factors driving markets currently; growth and inflation. More specifically we look at GDP growth in China, the Fed’s aggressive monetary stance and investor implications of an inflationary environment at the portfolio level.
Speakers are:Ben Bennett, Head of Investment Strategy & ResearchJohn Roe, Head of Multi-Asset Funds
This episode is hosted by Frances Watson, Content Manager

Two years on from the first COVID lockdown, and in this podcast, we look at how the hotel sector has recovered since then, how it’s coping with current challenges in the form of rising labour and energy costs and what are the overall implications from an investor standpoint.
Speakers are:Matt Soffair, Research Manager for Hotels and LeisureLouise Burney, Senior Asset Manager for Operational Real Estate
This episode is hosted by Frances Watson, Content Manager.

In this latest edition of Market Talk, Ben Bennett, Head of Investment Strategy and Research explains the reasons behind China’s volatile stock market, why central banks need to raise interest rates and whether or not montetary tightening will be balanced by fiscal easing.
This episode is hosted by Frances Watson.

In celebration of International Women’s Day, Sarah Bates, Co-founder of the Diversity Project, spotlights the changing attitudes towards women in financial services, the importance of challenging the status quo and promoting diversity and the impact of COVID-19 on women’s roles in the workplace.
This episode is hosted by Lindsey Bass.

The conflict in Ukraine is moving markets worldwide, driving the oil price to its highest level in more than seven years. But what does this mean for investors, and how might it impact inflation globally, when the cost of living is already rising? In this episode, we explain why it is dangerous to get caught up in any particular inflation story, and why we believe that global inflation – led by the US – is much more systemically important for the fate of risk assets.

Our expert panel includes:•            Tim Drayson, Head of Economics•            Colin Reedie, Head of Active Strategies•            John Roe, Head of Multi-Asset Funds•            Chris Jeffery, Head of Inflation and Rates Strategy•            Laura Brown, Head of Client Solutions