LGIM Talks
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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.
LGIM Talks
1d 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
LGIM Talks
4d ago
In light of a solid macroeconomic backdrop for emerging markets, and a benign currency outlook, why is investor positioning for emerging market debt still light? And what could be the catalyst for renewed interest into the asset class? Join Uday Patnaik, Head of Emerging Market Debt, and Erik Leuth, Global Emerging Market Economist, as they explore these topics and comment on the raft of upcoming elections in both Latin America and Asia.
This podcast is hosted by Frances Watson, Content Manager.
All data sourced from the IMF (growth) JP Morgan (default rate numbers ex-China and outflows) and ..read more
LGIM Talks
2w ago
We all know about the gender pensions gap, but what about the risks to women’s retirement prospects after a divorce?
In this International Women’s Day special, Olasumbo Biobaku-Mason, Member Proposition Director at LGIM, speaks to Uche Enemchukwu, ED&I champion and CEO at Nelu Diversified Consulting Solutions, a global company creating meaningful benefits and wellness programs rooted in diversity, equity & inclusion (DE&I) about pension barriers women may face at the end of a marriage ..read more
LGIM Talks
3w ago
PCE, CPI and PPI – all forms of measuring inflation and all likely to shape current thinking by the US Federal Reserve and, by implication, other central banks. So, what if June interest rate cuts are pushed out? And how might that affect US investment-grade credit and, ultimately, equities? In alternatives, what’s behind the heady rise in Bitcoin? Ben Bennett, Investment Strategist, APAC, explains all.
All data from Eikon as at 05 March 2024 unless otherwise stated.
This podcast was hosted by Frances Watson, Content Manager.
For professional investors only. Capital at risk ..read more
LGIM Talks
1M ago
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 ..read more
LGIM Talks
1M ago
In the first of our new series on 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 ..read more
LGIM Talks
1M ago
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.  ..read more
LGIM Talks
2M ago
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 Ja ..read more
LGIM Talks
2M ago
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.  ..read more
LGIM Talks
2M ago
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 ..read more