L&G Talks Asset Management

L&G Talks Asset Management

By L&GBusinessInvesting
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L&G Talks Asset Management episodes

  • 189: CIO outlook: How we’re tackling 2022
    In this year’s final edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, discussed the themes likely to dominate markets next year and other insights from our 2022 outlook. Sonja was joined by:
    • Will Riley, Head of Solutions
    • Emiel van den Heiligenberg, Head of Asset Allocation

      • The episode was hosted by Max Julius, Head of Content, and was recorded on 15 December.
      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.
      29 min
    • 188: Real assets 2022 outlook
      The search for yield, diversification, cashflow and secure income have all changed the way investors consider real assets in their portfolios. But what are the main factors driving the asset class? And what will 2022 bring?Guests:Rob Martin, Director, Strategy & ESGLushan Sun, Private credit research manager
      This episode is hosted by Frances Watson.
      Research referred to around the ‘green premium’ is Knight Frank, as at September 2021.
      23 min
    • 186: What does net zero mean to you: Brunel
      In our third podcast on the theme of “what does net zero mean to you?”, we discuss climate targets and topics with David Vickers from Brunel.
      Speakers:Guest: David Vickers, Chief Investment Officer at Brunel Pension PartnershipLindsey Bass, Head of UK Consultant RelationsLaura Brown, Head of Client Solutions
      26 min
    • 185: LGIM looks back at a tricky year for fixed income and the 2022 outlook
      Why didn’t credit markets behave the way the textbooks said they would at a time when inflation jumped? How will the oil price affect how emerging-market bonds behave? And how late are we in the cycle? In this episode, LGIM’s Raza Agha, head of emerging market credit strategy, and Matthew Rees, head of global bond strategy, explain all and assess the likely challenges, and potential “black swan” left-field events, that we might see in 2022.
       This episode was hosted by Keith Campbell and recorded on 30 November.
      18 min
    • 184: Omicron, M&A activity and oil - Market Talk
      How will the new COVID variant impact financial markets? What is an uptick in M&A activity telling us? And where next for the oil price?Ben Bennett, Head of Investment Strategy and Research explains all in the latest episode of Market Talk.
      This episode is hosted by Frances Watson.
      15 min
    • 182: CIO call special: What does COP26 mean for investors?
      In this month’s special edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, examined the implications for investors of this month’s global climate summit, in a live webinar with clients. Sonja was joined by:
      • Shuen Chan, Head of ESG, LGIM Real Assets
      • Madeleine King, Co-Head of Global Investment Grade Research

        • 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.
        33 min
      • 180: What does net zero mean to you: ITS
        In our second podcast on the theme of “what does net zero mean to you?”, we discuss climate targets and topics with Tegs Harding from Independent Trustee Services.
        Speakers:Guest: Tegs Harding, Director, Independent Trustee ServicesLindsey Bass, Head of UK Consultant RelationsLaura Brown, Head of Client Solutions
        26 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.

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