L&G Talks Asset Management

With the EU recently publishing a hydrogen strategy and Joe Biden advocating “carbon-free hydrogen” in his manifesto, we look at the realities behind hydrogen fuel cells and discuss what this technology means for investors in battery technology. Aanand Venkatramanan – Head of ETF Investment Strategies at LGIMRobert St George – Content Manager at LGIM

This week, Sonja Laud, LGIM’s CIO, discusses the latest developments shaping the market and macro environment, with a focus on what the US Federal Reserve’s recent policy review means for investors. Sonja is joined by:

·         Ben Bennett, Head of Investment Strategy and Research

·         Christopher Jeffery, Head of Rates and Inflation Strategy

Just why are people so worried about not having enough money to spend in retirement?

This podcast explores whether, against the backdrop of long-term low interest rates and negative bond yields, the global transition from a mainly working-age to retirement-age population spurs inflation in practice as well as just theory.

We also ask what the pensions industry can do to reassure savers and encourage healthy spending.

Featuring:Ben Bennett, Head of Investment Strategy and ResearchSimon Chinnery, Head of DC Client Solutions

This week, Sonja Laud, LGIM’s CIO, discusses the latest developments shaping the market and macro environment, with a focus on the Q2 corporate earnings season. Sonja is joined by:

·         Emiel van den Heiligenberg, Head of Asset Allocation

·         Madeleine King, Co-Head of Global Investment Grade Research

·         Nigel Masding, Senior Fund Manager, Active Equities

James Sparshott and Iancu Daramus discuss the impact of climate change for long-term investors, including the pressures they are under, and some of the actions they can take. James Sparshott – Head of Local Authorities, DistributionIancu Daramus – Senior Sustainability Analyst, Investment Stewardship This episode is hosted by Alyssa Ford and was recorded in January 2020. 

This week, Sonja Laud, LGIM’s CIO, discussed the latest developments shaping the market and macro environment, with a focus on factor-based investing and exchange traded funds (ETFs). Sonja was joined by:

·         Howie Li, Head of ETFs·         Fadi Zaher, Head of Index Solutions Watch the full webinar replay here:https://event.on24.com/wcc/r/2413742/48BE81BBA7D0C0AE1C74F299C33E3BB9 This episode is hosted by Max Julius and was recorded earlier today. Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest insights from the investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

This week, Sonja Laud, LGIM’s CIO, discussed the latest developments shaping the market and macro environment, with a focus on real assets and the role of investment beliefs in periods of volatility. Sonja was joined by:

·     Bill Hughes, Head of Real Assets·     Tim Dougall, Head of Investment AdvisoryWatch the full webinar replay here:

https://event.on24.com/wcc/r/2407234/4560E0382C46D469C667245CE384FBDA   This episode is hosted by Max Julius and was recorded earlier today. Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest insights from the investment team. Never miss another episode of LGIM Talks and hit subscribe in your Apple Podcasts or Spotify app or wherever you listen to podcasts.  This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management

This week on The CIO Call to discuss what’s happening in markets this week and what it all means for investors:

·         Sonja Laud, Chief Investment Officer·         Emiel van den Heiligenberg, Head of Asset Allocation Read the team’s full outlook here: https://www.lgim.com/uk/en/insights/our-thinking/market-insights/cio-outlook-recovery-positions.html

 This episode is hosted by Max Julius and was recorded earlier today. Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest insights from the investment team. Never miss another episode of LGIM Talks and hit subscribe in your Apple Podcasts or Spotify app or wherever you listen to podcasts.  This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management