Episodios

  • 333: Happy holidays from LGIM Talks!
    Aug 8 2024
    We’re taking a short break from the pod but we’ll be back on 22 August with more news and views from across our investment teams.
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    Menos de 1 minuto
  • 332: What's in a name? The power of global brands
    Aug 1 2024
    What can the summer of sport tell us about the power of the world’s biggest brands? How can brand value be quantified? And why might investors seek to add exposure to the owners of the strongest global brands?

    Delving into these questions in this episode are:

    Henry Farr, Director, Brand Finance®
    Ellie Piscopiello, Senior ETF Analyst, LGIM

    This podcast is hosted by Harry Brooks, European Content Manager.

    For professional investors only. Capital at risk.

    Securities are 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.

    Sources:

    Sponsorship value of 2024 Olympics: CNN, July 2024
    Roger Federer’s endorsement portfolio: Forbes, 2023
    Financial characteristics of owners of global brands refers to top 100 global brands as per Brand Finance®'s ranking for the seven years ended 31 December 2022. ‘Mega cap peers’ refers to companies with market cap over $15bn
    Nike logo history: Reuters, 2023

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    20 m
  • 331: US elections, equity rotation, and a major celebration – Market Talk
    Jul 24 2024
    How should investors interpret the latest twists and turns in the race for the White House? What’s behind the rise in US small-cap stocks? What should investors conclude now that China’s third plenum has ended? And why is August such a special month for our very own Ben Bennett, Head of Investment Strategy, Asia?

    This podcast is hosted by Frances Watson, Senior Content Manager.

    All data is sourced from Eikon as at 22 July 2024 unless otherwise stated.

    For professional investors only. Capital at risk.

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    19 m
  • 330: Private markets: where next?
    Jul 22 2024
    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 Biden’s decision to withdraw from the US presidential campaign.

    For professional investors only. Capital at risk.

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    28 m
  • 329: Peeping behind the curtain: private market investments in DC pensions
    Jul 15 2024
    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. Capital at risk.

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    17 m
  • 328: UK election special: our experts discuss investor implications
    Jul 5 2024
    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 preference, as ever, is to achieve the right mix of uncorrelated asset classes and return profiles.

    This podcast is hosted by Mark Johnson, Head of UK Institutional & Wholesale and was recorded on 05 July 2024.

    For professional investors only. Capital at risk.

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    35 m
  • 327: Elections, Nvidia and ballooning deficits – Market Talk
    Jun 27 2024
    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.


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    22 m
  • 326: Climate Impact Pledge 2024 – moving the needle on net zero
    Jun 26 2024
    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, we encourage companies to reduce climate change risks and transition to a net-zero economy.

    Join Stephen Beer, Head of Responsible Investment Strategic Relationships and ESG Analysts, Anna Hirai and Cristy Rodriguez as they explain how the Pledge works, which sectors have scored well and which fell short, and what ‘engagement with consequences’ means.

    For professional investors only. Capital at risk.

    Whilst LGIM has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.

    All data sourced from LGIM's 2024 Climate Impact Pledge as at June 2024

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    27 m