L&G Talks Asset Management podcast

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Lisätty seven vuotta sitten

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Black Mirror Season 7 28:30

14 päivää sitten28:30

Toista Myöhemmin

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Tykkää

Tykätty

28:30

We're trying something different this week: a full post-show breakdown of every episode in the latest season of Black Mirror! Ari Romero is joined by Tudum's Black Mirror expert, Keisha Hatchett, to give you all the nuance, the insider commentary, and the details you might have missed in this incredible new season. Plus commentary from creator & showrunner Charlie Brooker! SPOILER ALERT: We're talking about the new season in detail and revealing key plot points. If you haven't watched yet, and you don't want to know what happens, turn back now! You can watch all seven seasons of Black Mirror now in your personalized virtual theater . Follow Netflix Podcasts and read more about Black Mirror on Tudum.com .…

L&G Talks Asset Management

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Sarjan koti•Feed

What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, 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, L&G Talks Asset Management 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 https://am.landg.com/en-uk/institutional/insights/ L&G has 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 L&G 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 L&G. 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.

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#Business #Audioboom #General Investment Management #Trading

L&G Talks Asset Management

26 subscribers

updated 15 tuntia sitten

Jaa

Sarjan koti•Feed

357 jaksoa

#Business #Audioboom #General Investment Management #Trading

Kaikki jaksot

L&G Talks Asset Management

1
362: Where next for US assets? Market Talk 20:50

15 hours sitten20:50

20:50

In another week of volatility for US assets, Ben Bennett dissects the market reaction to frictions with the Fed, considers the path of the dollar, and shares his verdict on whether the era of American exceptionalism is at an end. All data is sourced from LSEG as at 21 April 2025 unless otherwise stated. For professional investors only. Capital at risk. Securities mention 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 L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.…

L&G Talks Asset Management

1
361: The art of the deal? US credit in 2025 40:48

8 päivää sitten40:48

40:48

At the beginning of the year, a narrative of US exceptionalism was the consensus among many market participants. However, significant policy uncertainty emanating from the Trump administration has driven a significant rotation away from US risk assets and sent shockwaves around the global economy. What can investors conclude from the turbulence of the first quarter of 2025 - and what does this all mean for American fixed income? This week, we're doing a deep dive to answer these questions and more. This episode is hosted by Andrew Lowry in London; he is joined by Jason Shoup, CIO and Co-Head of Global Fixed Income, and Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy, both at the Chicago office of L&G's Asset Management division. This podcast was recorded on April 15 2025. For professional investors only. Capital at risk.…

L&G Talks Asset Management

1
360: Retirement realities 21:07

22 päivää sitten21:07

21:07

In this episode, we explore Defined Contribution (DC) investments and the changing reality of retirement. Our DC Head of Clients, Jayesh Patel, and clinical psychologist, Dr Emma Hepburn, join us to discuss the gap between retirement expectations and retirement realities. For professional investors only. Capital at risk.…

L&G Talks Asset Management

1
359: Where next for markets after a turbulent Q1? 41:32

28 päivää sitten41:32

41:32

Our expert panel discusses the remarkable shift in the market narrative, which has accompanied a rotation away from some of the best-performing assets of 2024, and what investors can expect over the coming months. During the episode, our latest CIO call, our speakers are Sonja Laud, our Global Chief Investment Officer; Colin Reedie, Head of Active Strategies; Jason Becker, Head of US Credit strategy, Asset Management, America; and Tim Drayson, Head of Economics. Among other points, they cover: How shifts in US and European policy are likely to affect the global economy The reasons behind the rotation currently underway in markets The prospects for fixed income and equities in light of the murky macro outlook Our own positioning within risk assets In addition, the speakers also share what they have been reading, watching and listening to recently. The podcast was recorded on 26 March and was moderated by Max Julius, Head of Content. For professional investors only. Capital at risk.…

L&G Talks Asset Management

1
358: Water, AI and data centres 14:34

5 weeks sitten14:34

14:34

Ahead of World Water Day on 22 March, this week’s podcast considers the global challenge of improving access to clean water and examines the intersection of technology and water. While AI’s thirst for water is in the spotlight, the technology also promises meaningful efficiency gains in water management. Our speakers are: Alex Burr, Director, Investment Stewardship Elisa Piscopiello, Senior ETF Analyst Shichen Zhao, ETF Thematic Research Analyst This podcast is hosted by Harry Brooks, European Content Manager. For professional investors only. Capital at risk. Securities mention 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 L&G portfolio. The above information does not constitute a recommendation to buy or sell any security. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass.…

L&G Talks Asset Management

1
357: Investing in the UK: Real estate and beyond 15:13

7 weeks sitten15:13

15:13

This week on the podcast, we’re looking at the UK, exploring what might be in store for investors in real estate and certain related asset classes. The discussion focused on the macro picture we’re seeing at the moment, which sub-sectors may represent attractive investment opportunities and what certain private markets investors are saying about the UK. Joining for this episode we have: Neil Meikle – Head of Real Estate Capital Raising, L&G Michael Adefuye – Senior Research Manager, Private Markets, L&G This podcast is hosted by Nick Jardine, content manager for private markets. 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 above information does not constitute a recommendation to buy or sell any security.…

L&G Talks Asset Management

1
356: Germany’s debt brake, Chinese tech and political polarisation – Market Talk 18:01

8 weeks sitten18:01

18:01

Ben Bennett, Head of Investment Strategy for Asia, discusses what Germany’s parliamentary election might mean for the future of the country’s much-discussed debt brake. Also on the agenda is the rally in Chinese tech stocks, and how political polarisation is influencing inflation forecasts in the US. All data is sourced from Eikon as at 24 February 2025 unless otherwise stated. For professional investors only. Capital at risk.…

L&G Talks Asset Management

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355: A long-term view on EMD 21:29

9 weeks sitten21:29

21:29

How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role of emerging markets in a multi-polar world? Answering these questions and more are Uday Patnaik, Head of Emerging Market Debt in our Active Strategies team, and Erik Lueth, Emerging Market Economist in our Asset Allocation team. This episode is hosted by Harry Brooks, European Content Manager. For professional investors only. Capital at risk.…

L&G Talks Asset Management

1
354: US tariffs, BoE cut and European equity rally – Market Talk 19:51

10 weeks sitten19:51

19:51

Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. On the agenda are the first few weeks of the second Trump presidency, some mixed messages from the UK’s central bank, and strong performance from Europe’s equity markets. This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon as at 11 February 2025 unless otherwise stated. For professional investors only. Capital at risk. Securities mentioned 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 above information does not constitute a recommendation to buy or sell any security.…

L&G Talks Asset Management

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353: The View from the Top: A long-term look at private markets 20:57

10 weeks sitten20:57

20:57

This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast. We’re joined by Bill Hughes, Global Head of Private Markets and Rob Martin, Global Head of Investment Strategy and Research, for a hugely informative chat centred on L&G’s Private Markets platform. The pair tackle both recent events and long-term secular trends, assessing how the private markets space is likely to be impacted by both. This podcast is hosted by Nick Jardine, content manager for private markets. 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 above information does not constitute a recommendation to buy or sell any security.…

L&G Talks Asset Management

1
352: Should investors hedge forex risk? 11:57

12 weeks sitten11:57

11:57

Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios. Topics up for discussion include: Why the FX hedging debate matters for investors today Two big factors that are often overlooked Conclusions from analysis of a century of equity market data This podcast is hosted by Harry Brooks, Content Manager. Analysis is based on LGIM calculations of data from sources including the Bank of England, Fama French database and Bloomberg. For professional investors only. Capital at risk.…

L&G Talks Asset Management

1
351: 2024 reflections and 2025 preparations – the CIO call 13:48

13 weeks sitten13:48

13:48

Join Sonia Laud, our Chief Investment Officer, as she shares her thinking on the key themes that should now be on investors’ radars. In this week’s podcast, we’re delighted to share a special presentation from our CIO, Sonja Laud, who spoke recently as part of a client webinar held in partnership with Professional Pensions. In her presentation Sonja covers: Her assessment of what led to strong equity market performance in 2024 Factors to consider when weighing up where to invest in 2025 How UK bond markets are currently positioned amid rising yields For professional investors only. Capital at risk.…

L&G Talks Asset Management

1
350: What’s going on in government bonds? Market Talk 23:42

14 weeks sitten23:42

23:42

Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and market mood ahead of Donald Trump’s inauguration on Monday. Also up for discussion are earnings season expectations, supply-side oil pressures, and what might be the most disappointing Christmas present on record. This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon as at 14 January 2025 unless otherwise stated. For professional investors only. Capital at risk. Securities mentioned 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 above information does not constitute a recommendation to buy or sell any security.…

L&G Talks Asset Management

1
349: In conversation with... Natasha Mora, Managing Director LGIM Asia 15:53

15 weeks sitten15:53

15:53

What role does Asia play LGIM's global growth strategy? To find out, this month we sit down with Natasha Mora, MD of LGIM Asia, to learn about our presence in one of the most economically dynamic areas of the world. In a broad-ranging discussion, we cover Natasha's background in law, the unique characteristics of the Asian market, her favourite places to visit in the region - and much more. This episode is hosted by Andrew Lowry, Content Manager. For professional investors only. Capital at risk.…

L&G Talks Asset Management

1
348: Private markets in 2025: Digital infrastructure, affordable housing and university spinouts 24:58

18 weeks sitten24:58

24:58

We recently published our outlook for private markets in 2025, looking at some of the factors potentially impacting these assets over the next 12 months. In this edition of LGIM Talks, we dive into some of the sub-sectors of private markets in a little more detail, looking at what the year ahead might have in store. Joining us we have: Matteo Colombo, Head of Digital in Infrastructure, to assess the environment for digital infrastructure assets. Ali Farrell, Fund Manager and Simon Century, Head of Capital Investing, to chat all things affordable housing Chris Hopkins, Head of Venture Capital, to address the UK university spinout space This podcast is hosted by Nick Jardine, content manager for private markets. Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM blog for more insights. 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. 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 above information does not constitute a recommendation to buy or sell any security. Sources: Grand View Research, as of May 2024 Green Street, as of October 2024 CBRE, Q3 2024 Hostinger Tutorials, AI statistics and trends: New research for 2025 Legal & General internal research, as of September 2024 Social housing lettings in England, tenants: April 2022 to March 2023 - GOV.UK 159,000 children homeless - Shelter England - Shelter England National Housing Federation - Building new homes 2…

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