L&G Talks Asset Management

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.

Joining us we have:

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.

Sources:

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.

For professional investors only. Capital at risk.

In a special podcast ahead of the publication of our 2025 global outlook, our experts offer key views across public and private markets in what promises to be yet another dramatic year for investors.

On our panel is Sonja Laud, Global CIO; Christopher Jeffery, Head of Macro Strategy; Colin Reedie, Head of Active Strategies; Rob Martin, Global Head of Investment Strategy & Research, Private Markets; and Howie Li, Global Head of Index and ETFs.

Among other points, they cover:

The podcast was recorded on 4 December and was moderated by Max Julius, Head of Content.

For professional investors only. Capital at risk.

In this episode, we explore the crucial role that mathematics plays in modern investment strategy. We also discuss how human irrationality shows up in investment behaviour and share practical ideas for numerically minded students considering a career in the industry.
This episode features Fadi Zaher, Head of Index Solutions, and Aanand Venkataraman, Head of ETFs, and is hosted by Harry Brooks, Content Manager.
For professional investors only. Capital at risk.

Will the US Federal Reserve cut rates again in December? How is dollar strength affecting Europe and Japan? And why have markets been unmoved by the policy support announcement from China?

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 20 November 2024 unless otherwise stated.

For professional investors only. Capital at risk. Securities mentioned 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.

Earlier this month, representatives of 196 countries gathered in Columbia for the United Nations’ COP16 – the world’s largest biodiversity summit. It was two years ago at COP15 - when governments struck a historic deal to halt the destruction of ecosystems. So, COP16 had big boots to fill! But what actually happened at the summit and what could it mean for the planet and investors?
In this episode, we interview two climate and nature experts in our Investment Stewardship team – Alex Burr, ESG policy lead, and Toby MacKean, ESG
analyst. Alex and Toby flew out to Columbia for the summit and will be sharing their ‘on the ground’ perspectives to help us navigate the event and its potential impact.
For professional investors only. Capital at risk.

Following Donald Trump’s historic comeback, we assess the key implications for investors in a special podcast recorded hours after the result was announced.

During the call, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Jason Shoup, CIO and Co-Head of Global Fixed Income at LGIM America, and Tim Drayson, Head of Economics at LGIM. They also cover:

The podcast is the edited audio from a client webinar held on 6 November, moderated by Mark Johnson, Head of UK, Institutional and Wholesale.

For professional investors only. Capital at risk.

The goal is to allocate more capital to the business opportunities the transition creates, while simultaneously driving down emissions over time.

Traditionally investors and companies have asked the question: “How should an investor balance a focus on reducing their climate impact with a desire for financial returns?” However, it is our firm belief that we could be asking a different, more positive question: “How can these opportunities and risks be addressed simultaneously?”

In our latest Climate Solutions podcast we delve into the detail of climate action investing. Why do we see the need for a more active approach? What’s a method investors can employ to seek to reduce emissions and target returns simultaneously? And practically speaking, how do we believe value can be unlocked from the energy transition?

Our Head of Climate Solutions, Nick Stansbury and Robert White, our Head of Active Equities, explain all.

To discover more about climate action investing, please read our latest whitepaper Climate change: Inaction is not an option https://blog-cms.lgim.com/globalassets/lgim/_document-library/climate-change-inaction-is-not-an-option-whitepaper-final.pdf

For professional investors only. Capital at risk.

Has the blistering rally in Chinese equities got further to go, or was that it? What do strong jobs numbers out of the US tell us about the likely path of interest rates? And how could the arrival of a new prime minister in Japan affect the strength of the yen? 

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 8 October 2024 unless otherwise stated.

For professional investors only. Capital at risk.