L&G Talks Asset Management

By L&GBusiness Investing

L&G Talks Asset Management episodes

April 12, 2021 138: Quality treats: defining and capturing quality in equities
In equity markets, is quality in the eye of the beholder? Perhaps – if that investor also beholds the right data. In this episode, we discuss how investors can conceptualise quality in both qualitative and quantitative ways, and what it can add to portfolios. This episode was recorded in April and features: Fadi Zaher, Head of Index Research and DevelopmentAanand Venkatramanan, Head of ETF Investment StrategiesRobert St George, Content Manager
44 min
March 31, 2021135: Active ownership: Engaging for change in a pandemic
We discuss the key themes that emerge in our 10th annual Active Ownership report, which outlines the decisive action LGIM took in 2020 across a range of ESG issues – from addressing the near-term dangers posed by COVID-19 to tackling the longer-term threat of climate change. This episode was recorded in February and features:
Sacha Sadan, Director of Investment Stewardship
Meryam Omi, Head of Sustainability and Responsible Investment Strategy
Max Julius, Head of Content
[Click here www.lgim.com/activeowner to read the report.] 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.
14 min
March 25, 2021 137: That sinking feeling: examining investor responses to low bond yields
In our Blog on the Pod episode, John Southall, Head of Solutions Research, explores the similarities and differences of DB and DC investor behaviour in the face of pitifully low bond yields. The episode is hosted by Frances Watson. 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.
15 min
March 22, 2021136: Exploring secure income assets
In this week’s podcast, we discuss secure income assets, dispelling some myths and explaining some key features of this asset class, including how it can support a cleaner, greener future. The speakers are:
Stuart Hitchcock, Head of Portfolio Management, Private Credit
Laura Brown, Head of Client Solutions, Distribution
Samuel Jones, Portfolio Manager, Real Assets
The episode is hosted by Alyssa Ford.
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.
19 min
March 11, 2021133: The CIO call: Taper tantrum territory
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on fixed income volatility and conditions in emerging markets. Sonja is joined by:
Ben Bennett, Head of Investment Strategy and Research
Erik Lueth, Global Emerging Market Economist

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.
32 min
February 26, 2021132: Rising stars and fallen angels
In this week’s episode of blog on the pod, we look at the ratio of rising stars to fallen angels in high-yield debt, chat about how a rise in interest rates could impact the asset class and ask how much of the economic recovery is already priced in? The speaker is:
Martin Reeves, Global Head of High Yield
The episode is hosted by Frances Watson. 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.
11 min
February 18, 2021131: Office space: looking beyond COVID-19
In this week’s episode, members of LGIM’s Real Asset team examine what the office sector will look like in a post-COVID world in light of occupier requirements. The speakers are:
Bill Page, Head of Real Estate Market Research
James Spencer-Jones, Head of Real Estate Debt
The episode is hosted by Frances Watson. 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.
16 min
February 11, 2021 130: The CIO call: Winners and losers
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on key themes that emerged in the Q4 company earnings season. Sonja is joined by: · Madeleine King, Co-Head of Global Investment Grade Credit
· Gavin Launder, 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 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.
27 min
February 05, 2021 129: Bubbles, bonds and barbell strategies
In this week’s episode, Emiel van den Heiligenberg, head of asset allocation, examines the reasons behind renewed bubble talk and outlines his views on how he would allocate to bonds and equities given the current market backdrop. This episode is hosted by Frances Watson.
Follow us on LinkedIn and Twitter 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.
15 min
January 27, 2021 128: Fixed income ETFs: fact versus fiction
In this week’s episode, we look at the reality around some myths that have emerged about investing in bonds through ETFs. From why the Federal Reserve bought bond ETFs last year to whether liquidity in these funds can be trusted, Cosmo Elms from LGIM’s ETF team shares his analysis and views.
11 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.