Ben Bennett, Head of Investment Strategy for Asia, discusses what Germany’s parliamentary election might mean for the future of the country’s much-discussed debt brake. Also on the agenda is the rally in Chinese tech stocks, and how political polarisation is influencing inflation forecasts in the US.

All data is sourced from Eikon as at 24 February 2025 unless otherwise stated.

How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role of emerging markets in a multi-polar world?

Answering these questions and more are Uday Patnaik, Head of Emerging Market Debt in our Active Strategies team, and Erik Lueth, Emerging Market Economist in our Asset Allocation team.

This episode is hosted by Harry Brooks, European Content Manager.

Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. On the agenda are the first few weeks of the second Trump presidency, some mixed messages from the UK’s central bank, and strong performance from Europe’s equity markets.

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 11 February 2025 unless otherwise stated.

This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast. We’re joined by Bill Hughes, Global Head of Private Markets and Rob Martin, Global Head of Investment Strategy and Research, for a hugely informative chat centred on L&G’s Private Markets platform. The pair tackle both recent events and long-term secular trends, assessing how the private markets space is likely to be impacted by both.

This podcast is hosted by Nick Jardine, content manager for private markets.

Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios. Topics up for discussion include why the FX hedging debate matters for investors today, two big factors that are often overlooked, and conclusions from analysis of a century of equity market data.

This podcast is hosted by Harry Brooks, Content Manager. Analysis is based on LGIM calculations of data from sources including the Bank of England, Fama French database and Bloomberg.

For professional investors only. Capital at risk.

In this week’s podcast, we’re delighted to share a special presentation from our CIO, Sonja Laud, who spoke recently as part of a client webinar held in partnership with Professional Pensions.

In her presentation Sonja covers:

Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and market mood ahead of Donald Trump’s inauguration on Monday. Also up for discussion are earnings season expectations, supply-side oil pressures, and what might be the most disappointing Christmas present on record. 

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 14 January 2025 unless otherwise stated.

What role does Asia play LGIM's global growth strategy?

To find out, this month we sit down with Natasha Mora, MD of LGIM Asia, to learn about our presence in one of the most economically dynamic areas of the world. In a broad-ranging discussion, we cover Natasha's background in law, the unique characteristics of the Asian market, her favourite places to visit in the region - and much more.

                           

This episode is hosted by Andrew Lowry, Content Manager.

For professional investors only. Capital at risk.

We recently published our outlook for private markets in 2025, looking at some of the factors potentially impacting these assets over the next 12 months.

In this edition of LGIM Talks, we dive into some of the sub-sectors of private markets in a little more detail, looking at what the year ahead might have in store.

This podcast is hosted by Nick Jardine, content manager for private markets.

Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM blog for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

For professional investors only. Capital at risk. For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.

How have markets reacted to political turmoil in France and South Korea? Will central bankers in Europe and the US remain on the same rates path? And why can’t a team of 1,000 economists predict a recession with any degree of certainty?

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 10 December 2024 unless otherwise stated.