LGIM Talks Legal & General Investment Management

The last couple of weeks have seen investor nerves somewhat shredded. But why have equities proved more resilient than credit? And have central bankers done enough to restore confidence in the banking system, or will there be more casualties to come? Ben Bennett calmy outlines his thoughts.


This episode is hosted by Frances Watson, Content Manager.


All data is sourced from Eikon as at 23 March 2023 unless otherwise stated.


For professional investors only. Capital at risk.

 We’ve held a second live webinar to discuss ongoing pressure on banks worldwide, underscored by the takeover of Credit Suisse* by UBS, which raises questions about the health of the sector, the treatment of bondholders and the global economic outlook.

 This episode is a recording of that webinar with our clients, which took place on 17 March and was hosted by Sonja Laud, LGIM’s Chief Investment Officer.

 Sonja was joined by Colin Reedie, Head of Active Strategies; Christopher Jeffery, Head of Rates & Inflation Strategy; Dan Lustig, Senior Credit Analyst; and Tim Drayson, Head of Economics.

 The webinar was moderated by Max Julius, Head of Content.

 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.

 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.

We’ve held a special live webinar with our clients to discuss the pressure on the global banking sector – and on European lenders in particular – following the closure of SVB, the biggest US bank failure since 2008.


This episode is a recording of that webinar, which was hosted by Sonja Laud, LGIM’s Chief Investment Officer, on 17 March.


Sonja was joined by Colin Reedie, Head of Active Strategies; Christopher Jeffery, Head of Rates & Inflation Strategy; and Dan Lustig, Senior Credit Analyst. Among other things, the panel discussed:



Whether the challenges faced by Credit Suisse* are idiosyncratic or systemic
How this volatility might affect the overall market outlook
What it means for monetary policy
How we at LGIM are positioning


The webinar was moderated by Max Julius, Head of Content.



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.



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.

Innovative treatments are needed for those affected by rare conditions, but how do the economics stack up given the huge costs involved? Elisa Piscopiello, ETF Analyst at LGIM, explains how government incentives are helping to finance the development of life-changing medicines.   

This podcast is hosted by Harry Brooks, Content Manager. 

All data is from Eikon as at 28 February 2023 unless otherwise stated. 

For professional investors only. Capital at risk.

With inflation as sticky as it is, bond yields are on the rise. But why isn’t credit following suit? And is China’s growth forecast for 2023 enough to avoid a potential worldwide recession? Ben Bennett explains all.

This podcast is hosted by Frances Watson, Content Manager, and was recorded before Jay Powell’s congressional testimony. 

All data is from Eikon as at 07 March 2023 unless otherwise stated. 

For professional investors only. Capital at risk.

While Western economies continue to keep interest rates at elevated levels, it seems Japan’s fiscal expansion knows no bounds. So what’s behind the country’s fiscal largesse and what effect may this have on its consumers and company earnings? Chris Teschmacher, Fund Manager on the Asset Allocation team, gives us his take on all things Japanese.

This episode is hosted by Frances Watson, Content Manager.

All figures are from Bloomberg as at 28 February 2023, unless otherwise stated.

For professional investors only. Capital at risk.