171 episodes

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.

LGIM Talks Legal & General Investment Management

    • Business
    • 5.0 • 1 Rating

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.

    Policy errors and market vol – the CIO call

    Policy errors and market vol – the CIO call

    In this month’s episode, Sonja Laud, LGIM’s CIO, discusses recent market and macro developments, in particular how the outlook for monetary policy is likely to sway asset classes. She also touches on the energy shock in the context of COP26 and efforts to fight climate change. Sonja is joined by:



    Guy Whitby Smith, Head of Solutions Portfolio Management
    Stuart Hitchcock, Head of Portfolio Management, Private Credit, LGIM Real Assets



    The episode is hosted by Max Julius, Head of Content, 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.

    • 33 min
    Adapting for the new normal and beyond: an intermediary’s insights

    Adapting for the new normal and beyond: an intermediary’s insights

    It’s been a rollercoaster year and a half with unprecedented challenges. While we have recently seen a return to some aspects of life pre-COVID, there is undoubtedly a new normal way of working. In this episode Matthew Kemp, Senior Investment Sales Manager catches up with Nick Marshall, Head of Fund Solutions at Peregrine & Black to discuss how intermediaries have navigated the investment landscape during COVID-19 and how to prepare for the future.

    • 17 min
    Rising energy prices, equity resilience and a possible UK rate hike? Market Talk

    Rising energy prices, equity resilience and a possible UK rate hike? Market Talk

    Equity markets remain resilient against a backdrop of inflationary pressures, rising commodity prices and possible rate tightening by the Bank of England. But bond markets appear less so. Listen to the latest episode of Market Talk.



     Speakers are:



     Ben Bennett, Head of Investment Strategy and Research

    Frances Watson, Content Manager

    • 11 min
    Countdown to COP26

    Countdown to COP26

    As the urgency surrounding the latest UN-backed summit intensifies, we reveal why the public and private sectors need to act now in the face of a climate crisis.


    Speakers are:

    Shuen Chan Head of ESG, Real Assets

    Catherine Ogden, Manager, Sustainability and Responsible Investment


    This episode is hosted by Frances Watson.

    • 24 min
    Rising US bond yields, debt ceiling negotiations and the Japanese leadership contest – Market Talk

    Rising US bond yields, debt ceiling negotiations and the Japanese leadership contest – Market Talk

    What do rising US bond yields and a stronger dollar have in common? And how will negotiations over the US debt ceiling play out? Listen to the latest episode of Market Talk with Ben Bennett, Head of Investment Strategy and Research.



    Speakers are:



    Ben Bennett, Head of Investment Strategy and Research

    Frances Watson, Content Manager

    • 12 min
    What does net zero mean for you?

    What does net zero mean for you?

    As climate issues heat up for pension schemes, we’ll be featuring guest speakers from across the investment industry, to discuss “what does net zero mean for you”?


    Speakers:

    Guest: Tim Manuel, Partner, Co-Head of Responsible Investment at Aon

    Lindsey Bass, Head of UK Consultant Relations

    Laura Brown, Head of Client Solutions

    • 23 min

Customer Reviews

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1 Rating

JoshCrist ,

Entertaining, insightful and actionable! 🙌

Whether you’re well established as someone innovating in the world of banking and finance, or just getting started building your long-term investment strategy - this is a must-listen podcast for you! Mark and the entire LGIM team do an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of successfully navigating an ever changing global financial landscape - from leaders who’ve actually walked the path. Highly recommend listening and subscribing!

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