322: US consumption, equity and credit divergence and copper – Market Talk
LGIM Talks
by Legal & General Investment Management
1d ago
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 ..read more
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321: Digging deeper into commodities: geopolitics, the energy transition and gold
LGIM Talks
by Legal & General Investment Management
1w ago
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 ren ..read more
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320: What does the term ‘endgame’ actually mean?
LGIM Talks
by Legal & General Investment Management
2w ago
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 ..read more
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319: Patient Powell, China’s equity rally and oil - Market Talk
LGIM Talks
by Legal & General Investment Management
2w ago
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 ..read more
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318: Engage for change: Active Ownership at LGIM
LGIM Talks
by Legal & General Investment Management
1M ago
To coincide with the launch of LGIM’s 13th annual Active Ownership report, we discuss the depth and breadth of our work in 2023 on the issues of nature, biodiversity and artificial intelligence, while also discussing what’s front of mind for 2024. The panellists are: Michael Marks, Head of Investment Stewardship and Responsible Investment Integration Madeleine King, Head of Research and Engagement for Investments Shuen Chan, Head of Responsible Investment & Sustainability, LGIM Real Assets  This podcast is hosted by Harry Brooks, Content Manager. Apart from those listed below, a ..read more
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317: What megatrends will define the future of real assets?
LGIM Talks
by Legal & General Investment Management
1M ago
Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete. To make sense of these rapid changes, the LGIM Real Assets Research Team has defined four megatrends they expect to drive private investment performance and capital allocations for the remainder of the decade and beyond. In this broad-ranging discussion, Global Head of Investment Strategy and Research for LGIM Real Assets Rob Martin and Research Manager Matt Soffair introduce these investment themes, identify the sectors they think are i ..read more
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316: Geopolitics, higher real yields, and China GDP – Market Talk
LGIM Talks
by Legal & General Investment Management
1M ago
How do investors price in geopolitical tensions? And with fewer than two US interest rate cuts now priced into markets, is there any stopping the rise of the US dollar? Against the prevailing market backdrop, what is our take on equities, credit and sovereign bonds? Ben Bennett, Investment Strategist APAC, explains all. This episode was recorded on 17 April 2024. All data sourced from Eikon, Bloomberg as at 16 April 2024. For professional investors only. Capital at risk.  ..read more
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315: Why ‘Goldilocks’ is in danger – the CIO call
LGIM Talks
by Legal & General Investment Management
1M ago
In our first official CIO call of 2024, we weigh how the macro, political and geopolitical outlook might affect the already-impressive rally notched up by many risk assets thus far this year. During the episode, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Emiel van den Heiligenberg, Head of Asset Allocation, and Tim Drayson, Head of Economics. The panel also discuss:   The narrow “Goldilocks” scenario that markets are currently pricing How the US Federal Reserve might respond to its inflation setback Our positioning across multi-asset portfolios Why we favour a selective a ..read more
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314: Financial advisers: riding the rollercoaster
LGIM Talks
by Legal & General Investment Management
1M ago
With a wave of new regulation and an ever-increasing range of investment products and solutions from which to choose, the job of wealth managers and financial advisers has not been easy. In this special episode, our panel provides the answers to the questions that are front of mind for financial advisers; namely where do they sit in terms of active versus passive investing, model portfolios or multi-asset investing? Traditional versus alternative assets? And what are the key emerging trends in the industry?   The panel consists of: Richard Romer-Lee, CEO of Square Mile, Connor Sloman, Ma ..read more
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313: Strong equities, supportive credit, currency vol – Market Talk
LGIM Talks
by Legal & General Investment Management
2M ago
As we head towards the end of the first quarter, Ben Bennett, Investment Strategist APAC, examines the reasons behind equity and credit strength despite sovereign bond yields remaining relatively high. He also explains why, despite the Bank of Japan raising interest rates for the first time since 2007, the yen failed to strengthen.   This podcast is hosted by Frances Watson, Content Manager. For professional investors only. Capital at risk ..read more
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