247 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.

    Blog on the pod: ‘Tis the season

    Blog on the pod: ‘Tis the season

    Now that most companies have released their Q4 earnings statements Lars Kreckel, Global Equity Strategist in the Asset Allocation team, expands on his recent blog, formulating his thoughts on European and US earnings, the ‘r’ word and the effect of China’s reopening on global corporates.

    The podcast is hosted by Frances Watson, Content Manager.

    For professional investors only. Capital at risk.

    • 18 min
    Rallies, soft landings and rate rises - Market Talk

    Rallies, soft landings and rate rises - Market Talk

    What’s behind the latest rise in equities, bonds and credit? Is the glass half-full or half-empty when it comes to forecasting a US recession? And as China starts to reopen, has economic activity returned to full throttle? Ben Bennett explains all.

    This podcast is hosted by Frances Watson, Content Mananger.

    All data sourced from Eikon as at 30 January 2023 unless otherwise stated.

    For professional investors only. Capital at risk.

    • 16 min
    How to pick a third-party fund manager

    How to pick a third-party fund manager

    How does a fund manager pick a third-party fund manager? How important is performance, personality and positioning? In this episode, Justin Onuekwusi, Head of Retail Investments, EMEA was joined by Francis Chua, Fund Manager and Mireille Bensimon, Investment Analyst from LGIM’s Multi-Asset team, to discuss the key considerations for selecting external funds within our multi-asset portfolios. 


    All UK equity data is sourced from Lipper as at 31 December 2022 unless otherwise stated. 


    For professional investors only. Capital at risk. 

    • 25 min
    In conversation with Colin Reedie

    In conversation with Colin Reedie

    LGIM’s Head of Active Strategies Colin Reedie is one of our most experienced investors. In this episode he breaks down his storied career, from his early days flying with the RAF to his more recent role navigating the rapidly evolving investment landscape. 


    This episode is hosted by Andrew Lowry.


    For professional investors only. Capital at risk.

    • 27 min
    Are we there yet?

    Are we there yet?

    Sonja Laud, LGIM’s Chief Investment Officer, and her expert panel discuss the outlook for the global economy and key asset classes in 2023, in our first CIO call of the year.


    Amid a still-challenging macro and market context, we offer answers to the most pressing questions for investors: How bad might things get? And what could signal a turnaround?


    Sonja is joined by Colin Reedie, Head of Active Strategies, and Tim Drayson, Head of Economics.


    The podcast was recorded as a live client webinar on 12 January and is hosted 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.

    • 33 min
    China reopening, falling US profits and dwindling European inflation – Market Talk

    China reopening, falling US profits and dwindling European inflation – Market Talk

    Where did Santa get to at the end of 2022? How will China’s economy fare in light of the easing of its COVID restrictions? And what was behind Japan’s recent move to abandon its yield curve control? Ben Bennett explains all in the first episode of Market Talk for 2023.

    For professional investors only. Capital at risk.

    • 17 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

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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