L&G Talks Asset Management

By L&GBusiness Investing

L&G Talks Asset Management episodes

February 18, 2022 199: Global inflation – how worried should we be?
In this short podcast, our Global Economist James Carrick, takes a brief look at the causes behind global inflation, its differing effects on consumers and the various implications for economic growth.
This podcast is hosted by Frances Watson.
16 min
February 10, 2022198: Central bank surprises and credit investing – the CIO call
In this month’s CIO call, Sonja Laud, LGIM’s chief investment officer, discusses how the hawkish shift in monetary policy is reverberating across markets, with a focus on public and private credit. Sonja is joined by:
Nicholas Bamber, Head of Private Credit, LGIM Real Assets
Mark Benstead, Head of Pan European Credit

The episode is hosted by Max Julius, Head of Content, and was recorded today.
Follow us on LinkedIn and Twitter for our latest updates; 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.
35 min
February 03, 2022 197: In conversation with Rita Butler-Jones
From her early days of excelling on the netball court, and singing in Gilbert and Sullivan’s operettas, to navigating the defined contribution pension landscape, Rita Butler-Jones, Co-Head of DC Pensions, takes us on her own very personal journey; explaining how she landed in the world of pensions and her plans for DC at LGIM.
This episode is hosted by Eliza Grimond.
23 min
January 31, 2022 196: Chinese New Year Special – Market Talk
As China prepares to enter a new lunar year, Ben Bennett, Head of Investment Strategy and Research gives us a deep dive into Chinese equities, bonds, property and sketches the likely outlook for Chinese growth from his Hong Kong base.
This episode was hosted by Frances Watson.
16 min
January 27, 2022 195: Tech turmoil and fighting thematic FOJI
It has been a difficult start to the year for many tech stocks. In this episode, we look through the present volatility to examine the broader relationship between valuations and growth themes. Seemingly high starting price-to-earnings ratios haven’t seemed to deter investors’ fear of missing out (FOMO) in the past, but should they lead to a fear of joining in (FOJI) today? LGIM’s ETF analyst Elisa Piscopiello shares her fascinating research on this important topic in this episode of LGIM Talks.

This episode is hosted by Robert StGeorge.
19 min
January 24, 2022 194: Bond tantrums and equity market corrections – Market Talk
Bond yields are grinding higher and volatility has returned to global stock markets. So what’s driving the changing narrative and what can we expect to glean from this week’s all-important US Federal Reserve meeting? Ben Bennett, Head of Investment Strategy and Research, explains.
This episode is hosted by Frances Watson.
13 min
January 17, 2022 193: Rising US bond yields, tech woes and a China rate cut – Market Talk
As the Federal Reserve prepares to push the button on US interest rates, Ben Bennett, head of investment strategy and research looks at the implications of rising US bond yields on the technology sector. And while the US is in a rate-tightening cycle, the latest easing measure from China comes amid renewed problems in the country’s property sector.
This episode is hosted by Frances Watson.
14 min
January 13, 2022192: CIO call special: Are we entering another Roaring Twenties?
In this month’s special edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, discussed the macro and market outlook this year, with a focus on the balancing act faced by central bankers in light of resurgent inflation. Sonja was joined by:
Colin Reedie, Head of Active Strategies
Tim Drayson, Head of Economics

The episode was hosted by Max Julius, Head of Content, and was recorded yesterday.
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.
26 min
January 06, 2022 191: What does net zero mean to you: LCP
In our final episode of our mini-series, join Lindsey Bass and Laura Brown as they interview Claire Jones and Dan Mikulskis from LCP, pulling apart the threads of what net zero really means to them.
Participants:Claire Jones, Partner and Head of Responsible Investment, LCPDan Mikulskis, Partner, LCPLindsey Bass, Head of UK Consultant Relations, LGIMLaura Brown, Head of Client Solutions, LGIM
27 min
December 20, 2021 190: LDI Outlook: Inflation focus
As inflation continues to hit the headlines, we discuss the challenges and questions that DB pension portfolios are likely to face in 2022, and what we expect from markets.

SPEAKERS:
Lindsey Bass, Head of UK Consultant Relations
Emma Rayner, Senior Solutions Distribution Manager
Chris Jeffery, Strategist, Asset Allocation
Guy Whitby-Smith, Head of Solutions Portfolio Management, LDI
28 min

About L&G Talks Asset Management

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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.