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LGIM Talks

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.

  • 19 minutes 32 seconds
    319: Patient Powell, China’s equity rally and oil - Market Talk
    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.

    2 May 2024, 3:41 pm
  • 21 minutes 16 seconds
    318: Engage for change: Active Ownership at LGIM
    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, all numbers quoted in this podcast are from LGIM’s Active Ownership report, 2023. 

    The figure relating to our assets under management in UK real estate equities is from internal LGIM data as at 31 March 2023. Figures cited in relation to the Ecuador debt-for-nature swap are cited in the Reuters article ‘Ecuador seals record debt-for-nature swap with Galapagos bond’, published May 2023.
     
    For professional investors only. Capital at risk.

    25 April 2024, 11:03 am
  • 27 minutes 3 seconds
    317: What megatrends will define the future of real assets?
    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 in most alignment with them, and break down the structural factors they believe will drive returns for years to come.


    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 information in this podcast does not constitute a recommendation to buy or sell any security.

    All data is sourced from Bloomberg as at 15 April 2024 unless otherwise stated.

    22 April 2024, 7:00 am
  • 20 minutes 13 seconds
    316: Geopolitics, higher real yields, and China GDP – Market Talk
    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. 


    18 April 2024, 8:19 am
  • 33 minutes 24 seconds
    315: Why ‘Goldilocks’ is in danger – the CIO call
    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 approach to emerging market assets
    • The importance of humility in forecasting
    In addition, the panel offer their usual recommendations for extracurricular reading and viewing material.

    This podcast was recorded on 11 April and was moderated by Max Julius, Head of Content.

    For professional investors only. Capital at risk.
    11 April 2024, 2:28 pm
  • 23 minutes 52 seconds
    314: Financial advisers: riding the rollercoaster
    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, Managing Director, Morningstar, and James Crossley, Head of UK Wholesale at LGIM.

    For professional investors only. Capital at risk.

    4 April 2024, 8:08 am
  • 20 minutes 51 seconds
    313: Strong equities, supportive credit, currency vol – Market Talk
    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.

    28 March 2024, 7:52 am
  • 24 minutes 3 seconds
    312: Fixed income in focus: emerging market debt
    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 in 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 inflows (LGIM/World Bank) as at March 2024. 

    For professional investors only. Capital at risk.
    25 March 2024, 9:08 am
  • 23 minutes 18 seconds
    311: Divorced, retired, female: The hidden cost of divorce for women
    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.

    For professional investors only. Capital at risk.

    14 March 2024, 11:28 am
  • 20 minutes 17 seconds
    310: An alphabet of acronyms – Market Talk
    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.

    7 March 2024, 8:00 am
  • 19 minutes 2 seconds
    309: Corporate America, China stimulus and cricket – Market Talk
    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.
    22 February 2024, 9:01 am
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