L&G Talks Asset Management – Détails, épisodes et analyse

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L&G Talks Asset Management

L&G Talks Asset Management

L&G

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Business

Fréquence : 1 épisode/7j. Total Éps: 369

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

Épisode 348

jeudi 19 décembre 2024 • Durée 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:

347: Political drama, interest rates and fallible forecasts – Market Talk

Épisode 347

jeudi 12 décembre 2024 • Durée 20:24

How have markets reacted to political turmoil in France and South Korea? Will central bankers in Europe and the US remain on the same rates path? And why can’t a team of 1,000 economists predict a recession with any degree of certainty?

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 10 December 2024 unless otherwise stated.

For professional investors only. Capital at risk.

338: US election: key themes for investors – the CIO call

Épisode 338

mercredi 25 septembre 2024 • Durée 37:43

Many of the themes at the heart of the US election are of immense importance to investors. As the presidential race enters its final stage, we discuss the key investment implications.

During the podcast, Sonja Laud, LGIM’s Chief Investment Officer, is joined by three colleagues from LGIM America: Jason Shoup, CIO and Co-Head of Global Fixed Income; Jason Becker, Head US Credit Strategy; and Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy. They cover:

  • Our view that the risk of a “sweep” vote may be underpriced by markets
  • The implications for fiscal and monetary policy under a Harris or Trump administration
  • The outlook for US credit markets and EM fixed income under different outcomes
  • Broader themes in common with elections elsewhere globally, not least the focus on immigration
In addition, our speakers offer their usual recommendations for extracurricular reading and viewing material.

The podcast was recorded on 23 September and was moderated by Max Julius, Head of Content.

For professional investors only. Capital at risk.

248: In conversation with Colin Reedie

Épisode 248

jeudi 19 janvier 2023 • Durée 27:10

LGIM’s Head of Active Strategies Colin Reedie is one of our most experienced investors. In this episode he breaks down his storied career, from his early days flying with the RAF to his more recent role navigating the rapidly evolving investment landscape. 
This episode is hosted by Andrew Lowry.
For professional investors only. Capital at risk.

247: Are we there yet?

Épisode 247

jeudi 12 janvier 2023 • Durée 33:45

Sonja Laud, LGIM’s Chief Investment Officer, and her expert panel discuss the outlook for the global economy and key asset classes in 2023, in our first CIO call of the year.
Amid a still-challenging macro and market context, we offer answers to the most pressing questions for investors: How bad might things get? And what could signal a turnaround?
Sonja is joined by Colin Reedie, Head of Active Strategies, and Tim Drayson, Head of Economics.
The podcast was recorded as a live client webinar on 12 January and is hosted by Max Julius, Head of Content.
Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM Blog for more insights from our investment team. 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.

246: China reopening, falling US profits and dwindling European inflation – Market Talk

Épisode 246

jeudi 5 janvier 2023 • Durée 17:47

Where did Santa get to at the end of 2022? How will China’s economy fare in light of the easing of its COVID restrictions? And what was behind Japan’s recent move to abandon its yield curve control? Ben Bennett explains all in the first episode of Market Talk for 2023.

For professional investors only. Capital at risk.

245: Real assets outlook

Épisode 245

jeudi 15 décembre 2022 • Durée 22:21

To say real assets – most notably the areas of real estate equity and private credit – have endured a challenging year may be somewhat of an understatement. That said, starting yields for private credit going into 2023 equate to those not seen in years while, in real estate equity, a recovery in certain sectors of the market may be more of a possibility as we head into 2023. Join Bill Page, Head of Real Estate Markets Research and Lushan Sun, Private Credit Research Manager as they talk volatility, voids and valuations. 
This episode is hosted by Frances Watson, Content Manager.
All data is sourced from Bloomberg, MSCI as at December 2022 unless otherwise stated.
For professional investors only. Capital at risk.

244: Thematic investing: a look back on 2022 and our longer-term outlook

Épisode 244

lundi 12 décembre 2022 • Durée 18:07

Markets have been volatile in 2022, but how have thematic investments fared? And looking to 2023 and beyond, which thematic areas might take centre stage given technological developments, the geopolitical landscape and market forces? Join Aude Martin and Tobias Merfeld from LGIM’s ETF investment team for a wide-ranging conversation on thematic investment this year, next year and beyond.

This episode is hosted by Harry Brooks, Content Manager.

Sources:

·        Cyber security spending forecast for 2023: https://www.cybersecuritydive.com/news/security-spending-balloons/634365/#:~:text=Gartner%20predicts%20organizations%20will%20spend,%247.5%20billion%20in%202023%20spending.
·        Battery demand forecast: https://source.benchmarkminerals.com/article/200-billion-needed-to-meet-battery-cell-demand-by-2030
·        Renewable energy forecast: Bloomberg New Energy Finance, New Energy Outlook 2022
·        Cloud protection forecasts: https://www.cybersecuritydive.com/news/security-spending-balloons/634365/

For professional investors only. Capital at risk.

243: What to expect in 2023 – the CIO call

Épisode 243

jeudi 8 décembre 2022 • Durée 33:29

In our final CIO call of the year, Sonja Laud, LGIM’s Chief Investment Officer, discusses the key themes that have dominated 2022 for investors and surveys the market landscape in 2023.
Key topics covered include the economic outlook, energy security, central bank policy, thematic investing and the prospects for different asset classes. Sonja is joined by:
  • Emiel van den Heiligenberg, Head of Asset Allocation
  • Howie Li, Head of Index and ETFs
  • Max Julius, Head of Content

At the end of the podcast, which was recorded on 7 December, our speakers also offer viewing and reading recommendations for the holidays.
Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM Blog for more insights from our investment team. 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.

242: Looking back and looking forward – Market Talk

Épisode 242

jeudi 1 décembre 2022 • Durée 18:06

Just how badly have asset classes performed in 2022? And where next for bonds, credit and equities given investors start 2023 with a decent yield cushion?  In view of the current tightness in the US labour market will the Fed be able to navigate a hard or soft landing? Join Ben Bennett, Head of Investment Strategy & Research for his whistlestop take on financial markets.
This episode is hosted by Frances Watson, Content Manager.
All data is sourced from Eikon as at end November 2022 unless otherwise stated.
For professional investors only. Capital at risk. 

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