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Episodes of LGIM Talks
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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 g
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 Benne
In this special episode, we mark the publication of our 2024 Climate Impact Pledge report, by discussing the highlights and key findings of our engagement efforts over 2023 and 2024 so far.Launched in 2016, through our Climate Impact Pledge,
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
Where next for investors in light of the Indian election result? Are Chinese bond yields seemingly low relative to their Western counterparts, or should they be even lower given China’s underlying structural problems? And will the upcoming US p
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 economi
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 a
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 p
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 sc
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 oi
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 20
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 f
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, credi
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 Invest
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 t
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
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
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 Enemchu
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 in
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 str
In the first of our new series of 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 importanc
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,
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 wh
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 de
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 speake
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