304 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 • 2 Ratings

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.

    Corporate America, China stimulus and cricket – Market Talk

    Corporate America, China stimulus and cricket – Market Talk

    Given a slew of decent corporate results, is the US economy running too hot? Why are investors shrugging their shoulders over the most recent bout of China stimulus? And what country excels not only at cricket but is also adept at producing strong growth? Ben Bennett, Investment Strategist, APAC explains all.


    This podcast is hosted by Frances Watson, Content Manager and was recorded before the release of the Nvidia results.


    All data sourced from Eikon as at 20 February 2024.


    For professional investors only. Capital at risk.

    • 19 min
    Fixed income in focus: technicals versus fundamentals

    Fixed income in focus: technicals versus fundamentals

    In the first of our new series of active fixed income podcasts, we talk to Mat Rees, Head of Global Bond Strategies, about the macro events shaping fixed income, deflation in China and European growth divergence. Mat also outlines the importance of bottom-up research in light of the current environment where technical, not fundamental factors, prevail.


    This podcast is hosted by Frances Watson, Content Manager and was recorded shortly after the release of the US CPI print.


    Source for issuance figures: RBC as at 31 January 2024.


    For professional investors only. Capital at risk.

    • 21 min
    The what, why and how of commodities – LGIM explains

    The what, why and how of commodities – LGIM explains

    What are broad commodities? Why might an investor want to gain exposure to them as part of a diversified portfolio? And how does the use of futures contracts influence potential returns? 

    Michael Stewart, LGIM’s Head of Pooled Index Strategy, offers a straightforward introduction to the much misunderstood ‘third asset class’. 

    This podcast is hosted by Harry Brooks, Content Manager. 

    All data is sourced from Eikon as at 5 February 2024 unless otherwise stated. 

    For professional investors only. Capital at risk. 

    • 17 min
    Lunar New Year – Market Talk special

    Lunar New Year – Market Talk special

    With many countries about to celebrate the Year of the Dragon, Ben Bennett explains why animal spirits have yet to ignite China’s stock market. He also examines the extent of the stimulus measures taken thus far, and gives his thoughts about why this year could be a favourable one in relation to China’s dwindling population. He also gives his usual take on US and UK central bank actions, and explains why the European Central Bank is under pressure to cut rates sooner rather than later. 

    This podcast is hosted by Frances Watson, Content Manager.

    All data is sourced from Eikon as at 30 January 2024 unless otherwise stated.

    For professional investors only. Capital at risk.

    • 23 min
    In conversation with Rhodri Mason

    In conversation with Rhodri Mason

    In any company, the role of Chief of Staff is an integral part of its daily dealings, although the duties themselves can often be more supportive of others and behind the scenes. In this full and frank interview with LGIM Talks, Rhodri Mason describes how he brings together the many teams within LGIM. He also expands on his involvement with his favourite charity, and reveals how he manages to wind down at weekends.

    This podcast is hosted by Frances Watson, Content Manager.

    For professional investors only. Capital at risk. 

    • 19 min
    Macroeconomics, solutions and asset allocation – the CIO call

    Macroeconomics, solutions and asset allocation – the CIO call

    In this podcast, Sonja Laud, LGIM’s CIO, is joined by Guy Whitby-Smith, Head ofSolutions, and John Roe, Head of Multi-Asset Funds, who share their insights and analysis, including key market trends for the coming year. In particular, the speakers discuss:



    The outlook for both the global and UK economies, including our assessment of potential paths for UK growth, rates and inflation
    The implications for UK schemes, in particular what this could mean for liability-driven investment approaches in light of today’s higher funding levels
    Asset allocation considerations given the continued need for all pension schemes to pay pensions as they progress along the journey towards endgame

    This podcast is hosted by Anthony Penson, Institutional Content Manager.


    For professional investors only. Capital at risk.

    • 23 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

obacker19 ,

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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