L&G Talks Asset Management

By L&GBusiness Investing

L&G Talks Asset Management episodes

November 08, 2021 179: A dovish Fed, strong US payrolls and China’s rising COVID caseloads – Market Talk
Strong US payrolls and still the US Federal Reserve retains a patient stance, while China witnesses the emergence of new COVID cases and renewed lockdowns. 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
November 02, 2021 178: Hawkish central banks, bouyant equities and rising wages – Market Talk
The end of extreme monetary policy may be approaching but equity markets remain buoyant. So, what’s driving them and could it all change? Ben Bennett, Head of Investment Strategy and Research, explains all in his latest podcast.
This episode is hosted by Frances Watson.
14 min
November 01, 2021 177: LGIM’s CEO talks COP and climate with Lewis Pugh
In this episode, and before travelling to Glasgow’s COP26, Michelle Scrimgeour, LGIM’s CEO, spoke with UN Patron of the Oceans, Lewis Pugh. Discussed were the dangers of Greenland’s melting ice, the horrors of single-use plastics and the role of the asset management industry in tackling climate change.
This episode was recorded on 29 October, before the start of COP26.
17 min
October 28, 2021 176: LDI – 20 years on
After 20 years of liability-driven investing, we look back at how trends in LDI have changed over the past two decades and ask what can trustees expect for the future? This episode is hosted by Amardeep Nagra, Co-Head Strategic Client Team.

Guest speakers are:Steve Jones, Head of Pensions at BootsTim Giles, Senior Partner and EMEA Managing Director for Aon Investments
24 min
October 25, 2021 175: ‘Bullet-proof’ US equities, inflation and policy tightening – Market talk
US corporate earnings, the global inflation outlook and monetary-policy tightening are the subject of this week’s episode of Market Talk, with Ben Bennett, LGIM’s Head of Investment Strategy and Research.
The podcast was recorded earlier today and is hosted by Max Julius, Head of Content.
12 min
October 19, 2021174: Policy errors and market vol – the CIO call
In this month’s episode, Sonja Laud, LGIM’s CIO, discusses recent market and macro developments, in particular how the outlook for monetary policy is likely to sway asset classes. She also touches on the energy shock in the context of COP26 and efforts to fight climate change. Sonja is joined by:
Guy Whitby Smith, Head of Solutions Portfolio Management
Stuart Hitchcock, Head of Portfolio Management, Private Credit, LGIM Real Assets

The episode is hosted by Max Julius, Head of Content, and was recorded today.
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34 min
October 15, 2021 173: Adapting for the new normal and beyond: an intermediary’s insights
It’s been a rollercoaster year and a half with unprecedented challenges. While we have recently seen a return to some aspects of life pre-COVID, there is undoubtedly a new normal way of working. In this episode Matthew Kemp, Senior Investment Sales Manager catches up with Nick Marshall, Head of Fund Solutions at Peregrine & Black to discuss how intermediaries have navigated the investment landscape during COVID-19 and how to prepare for the future.
18 min
October 11, 2021 172: Rising energy prices, equity resilience and a possible UK rate hike? Market Talk
Equity markets remain resilient against a backdrop of inflationary pressures, rising commodity prices and possible rate tightening by the Bank of England. But bond markets appear less so. Listen to the latest episode of Market Talk.

Speakers are:

Ben Bennett, Head of Investment Strategy and ResearchFrances Watson, Content Manager
12 min
October 07, 2021 171: Countdown to COP26
As the urgency surrounding the latest UN-backed summit intensifies, we reveal why the public and private sectors need to act now in the face of a climate crisis.
Speakers are:Shuen Chan Head of ESG, Real AssetsCatherine Ogden, Manager, Sustainability and Responsible Investment
This episode is hosted by Frances Watson.
25 min
October 04, 2021 170: Rising US bond yields, debt ceiling negotiations and the Japanese leadership contest – Market Talk
What do rising US bond yields and a stronger dollar have in common? And how will negotiations over the US debt ceiling play out? Listen to the latest episode of Market Talk with Ben Bennett, Head of Investment Strategy and Research.

Speakers are:

Ben Bennett, Head of Investment Strategy and ResearchFrances Watson, Content Manager
13 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.