L&G Talks Asset Management

By L&GBusiness Investing

L&G Talks Asset Management episodes

June 17, 2021 148: Moneyball and markets: using data to improve the investment process
In the book and film Moneyball, Michael Lewis showed how data analysis helped a baseball team uncover hidden talent. This has obvious lessons for investors – not least for value investors – but in this episode of LGIM Talks, our Head of Asset Allocation Emiel van den Heiligenberg takes a different perspective. He explains how data helps him analyse the performance of his team, shares his assessment of their track record, and faces some of our fastball questions on topics like Bitcoin and inflation.
33 min
June 10, 2021147: The CIO call: An ESG inflection point
After an extraordinary rally, risk assets may be at an inflection point amid questions over inflation and stimulus removal – and investors’ surging ESG expectations. In this month’s episode, Sonja Laud, LGIM’s CIO, discusses how these dynamics might play out. Sonja is joined by:
David Barron, Head of Index Equity & Smart Beta
Shaunak Mazumder, Senior Fund Manager
The episode is hosted by Max Julius and was recorded today.
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.
35 min
June 07, 2021 146: US payrolls and the G7 summit - Market Talk
In this episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on US payrolls, the growth versus value trade and the upcoming G7 summit. This episode is hosted by Frances Watson.
12 min
June 03, 2021 145: In Conversation With Justin Onuekwusi
In this week’s episode, Justin Onuekwusi, LGIM’s Head of Retail Multi-Asset Funds talks candidly about his career journey to become a fund manager, why 2020 was possibly his toughest year so far, and his ongoing work as a diversity and inclusion champion. The episode is hosted by Jun Merrett. Follow us on LinkedIn for our latest updates and discover The LGIM Blog for 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.
38 min
May 24, 2021 144: Crypto wobble and Fed minutes - Market Talk
In this first episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the latest Fed minutes, the reasons behind the fall in cryptocurrency and dollar weakness. This episode is hosted by Frances Watson.
11 min
May 17, 2021143: The CIO call: Markets and the psychology of inflation
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on some of the themes that emerged in our CIO spring update – in particular, the outlook for inflation. Sonja is joined by:
Will Riley, Head of Solutions
Jason Shoup, Head of Global Credit Strategy, LGIM America
The episode is hosted by Max Julius and was recorded on Friday, 14 May 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.
38 min
May 07, 2021 142: Stock markets and the PMI effect
In this episode of Blog on the Pod, Lars Kreckel, Global Equity Strategist tells us why PMIs can be good forward-looking indicators, examines their correlation to stock markets and gives us his take on equity markets more generally. This episode is hosted by Frances Watson.
15 min
April 29, 2021141: Engaging with UK growth companies
As a responsible investor, we believe in the power of engaging with the companies in which we invest to turn the dial on ESG issues. But how do we make a difference? Gavin Launder and Matthew Courtnell from our Active Equities team share their process and insights.
Gavin Launder, Senior Fund Manager, Active Equities
Matthew Courtnell, Responsible Investment Analyst
This episode is hosted by Jun Merrett.
24 min
April 23, 2021140: Reimagining retail: where next for consumers and investors?
How can fortunes be revived in the retail sector? Is enough being done to accommodate changing consumer tastes? How is digital technology playing its part and what are the overall implications for investors? Speakers are:
Denz Ibrahim, Head of Retail and Futuring
Matt Soffair, Research Manager, Retail and Leisure Assets
This episode is hosted by Frances Watson.
18 min
April 15, 2021139: The CIO call: Commodities and climate risk
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on the commodity complex and global energy transition. Sonja is joined by:
Nick Stansbury, Head of Climate Solutions
Court Gilbert, Senior Credit Analyst
The episode is hosted by Max Julius and was recorded today.
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.
42 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.