Is investor interest in private markets set to continue? Or has their appeal been hit by the interest rate cycle of the last two years? And how can investors position themselves to align with the megatrends shaping the investment environment of the future? Andrew Lowry, Content Manager at Legal & General, is joined by Rob Martin, Global Head of Investment Strategy and Research for Private Markets, and Infrastructure Strategist, Marija Simpraga, to discuss the potential factors driving performance in private markets for the rest of 2024 - and beyond. This episode was recorded before Joe B ..read more

With so much to uncover about how private market investments could fit into DC pension fund strategies, we look at some of the challenges and how they might be addressed. Rita Butler-Jones, Head of DC at Legal & General, is joined by Christy Lindsay, Head of Private Markets Distribution, and Martin Dietz, Head of Diversified Strategies, to discuss what we mean by private market investments, the potential benefits of these type of assets for DC savers, and the obstacles that need to be overcome to access opportunities for scheme members in a responsible way. For professional investors only ..read more

The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of a change of politicians, for investors the key issues remain the same – namely the rise of geopolitics, immigration, deglobalisation and fiscal versus monetary policy.  In this podcast, our panel of experts  - Sonja Laud, Chief Investment Officer, James Carrick, Global Economist and Chris Jeffery, Head of Macro Strategy - discuss the issues facing today’s investor, while concluding that, given combined risks have increased, our prefe ..read more

How should investors aim to navigate the wave of election uncertainty currently enveloping financial markets? Is  Nvidia a classic example of concentration risk? And to what extent might ballooning deficits impact global productivity? Ben Bennett, Head of Investment Strategy, Asia also explains why central bankers are keen to see a weaker dollar relative to other currencies. This podcast is hosted by Frances Watson, Senior Content Manager. All data sourced from Bloomberg as at June 2024. For professional investors only. Capital at risk ..read more

As bond investors look towards the second half of 2024, we hear from Colin Reedie, Head of Active Strategies, regarding the myriad of forces driving financial markets currently. Colin also gives us a deep dive into credit spreads, all-in yields, the return of fiscal policy and makes some interesting parallels with the 1970s which, he believes, could shape the remainder of this year and next. This podcast is hosted by Frances Watson, Senior Content Manager, and was recorded before the FOMC meeting on 12 June 2024. Yield data is sourced from LGIM and Bloomberg as at 13 May 2024. For profession ..read more

Saturday 8 June is World Ocean Day, which this year has the theme of catalysing action for our ocean and climate. It’s a timely reminder of the vital importance of water, and the increasing gap between supply and demand. But what’s the economic cost of water scarcity, and how might technology help provide some solutions? Discussing these ideas are: ·       Alex Burr, our ESG Policy Lead within our Investment Stewardship team ·       Ellie Piscopiello, Senior ETF Analyst ·       Shichen Zhao, ETF Thematic Research Analyst This pod ..read more

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

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

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

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