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LGIM Talks Legal & General Investment Management
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- Wirtschaft
What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From Legal & General Investment Management, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.
From Trump's tariffs to irrational investors, LGIM Talks dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.
To find out more, visit http://www.lgim.com/uk/en/insights/our-thinking/
Legal & General have been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.
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.
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Indian elections, Chinese bond yields and US payrolls - Market Talk
Where next for investors in light of the Indian election result? Are Chinese bond yields seemingly low relative to their Western counterparts, or should they be even lower given China’s underlying structural problems? And will the upcoming US payrolls add to the narrative of a cooling US economy? Ben Bennett, Head of Investment Strategy, Asia explains all.
This podcast is hosted by Frances Watson, Senior Content Manager and was recorded before the European Central Bank decision.
All data is sourced from Eikon as at 04 June 2024 unless otherwise stated.
For professional investors only. Capital at risk. -
Water scarcity: why it matters for investors
Saturday 8 June is World Ocean Day, which this year has the theme of catalysing action for our ocean and climate. It’s a timely reminder of the vital importance of water, and the increasing gap between supply and demand.
But what’s the economic cost of water scarcity, and how might technology help provide some solutions? Discussing these ideas are:
· Alex Burr, our ESG Policy Lead within our Investment Stewardship team
· Ellie Piscopiello, Senior ETF Analyst
· Shichen Zhao, ETF Thematic Research Analyst
This podcast is hosted by Harry Brooks, European Content Manager.
For professional investors only. Capital at risk.
Sources:
- CDP estimate of the financial impact of water risks: Huge financial opportunity revealed from tackling global water crisis - CDP
- Water consumption of ChatGPT: Study from researchers at the University of Colorado Riverside and the University of Texas Arlington in the US
- Economic impact of lack of access to clean water: The World Bank: Water overview, 2024
- Water demand to outstrip supply by 40% by 2030: The Guardian: Global fresh water demand will outstrip supply by 40% by 2030, say experts, 2023
- Water tech growth estimate: GWI, Straits Research, Transparency Market Research, Precision Business Insights, Data Intelligence, 2023
- UK water company spending estimates: https://www.water.org.uk/news-views-publications/news/water-companies-propose-largest-ever-investment
- Digital water solutions and services market growth estimate: Global Digital Water Solutions and Services Market Research Report Feb 2023
- European Investment Bank water infrastructure project spending: European Investment Bank: Maximising scarce resources: EIB updates its water sector policy, 2023
- US Bipartisan Infrastructure Law spending on clean water initiatives: https://www.epa.gov/infrastructure -
US consumption, equity and credit divergence and copper – Market Talk
Are tighter lending conditions finally impacting the US consumer? What’s behind the apparent divergence in equity and credit markets? And why is the price of the red metal on the rise? Ben Bennett, Investment Strategist APAC explains all. Ben also touches on UK inflation and Chinese bonds.
This podcast is hosted by Frances Watson, Senior Content Manager and was recorded before the release of Nvidia’s Q1 earnings.
All data is sourced from Eikon as at 21 May 2024, unless otherwise stated.
For professional investors only. Capital at risk. -
Digging deeper into commodities: geopolitics, the energy transition and gold
In a follow-up to our February podcast that introduced commodities as an asset class, we return to the subject. This time around, we explore the intersection of geopolitics and commodities, how the transition to clean power is changing demand patterns, and the outlook for some specific commodities – including the yellow metal. Our speakers are Elisa Piscopiello, Senior ETF Analyst, and Francisco Blanch, who is Managing Director, Head of Global Commodities and Derivatives Research at Bank of America.
This podcast is hosted by Harry Brooks, Content Manager.
Figures on the declining cost of renewable power are from BloombergNEF as at June 2023.
For professional investors only. Capital at risk. -
What does the term ‘endgame’ actually mean?
With DB schemes maturing rapidly amid higher funding levels, talk of endgame strategies is all around.
Yet what specifically are we referring to when we talk about a scheme’s endgame? And what are the different endgame options available to schemes?
Lastly, how can investment portfolios be managed to help schemes build a bridge to their chosen endgame destination?
Lisa Purdy, Head of DB Solutions Distribution, and Ian Blake, Senior Solutions Strategy Manager, explain all.
For professional investors only. Capital at risk -
Patient Powell, China’s equity rally and oil - Market Talk
With strong US growth and sticky inflation, why is Jay Powell still in patient mode on the interest rate front? What’s behind the near 20% rally in the Hang Seng index since the start of the year? And why the fall in the price of Brent crude oil? Ben Bennett, Investment Strategist APAC explains all.
This podcast is hosted by Frances Watson, Senior Content Manager.
All data is sourced from Eikon, as at 01 May 2024, unless otherwise stated.
For professional investors only. Capital at risk.