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LGIM Talks

By: Legal & General Investment Management
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  • Summary

  • 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.
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Episodes
  • 328: UK election special: our experts discuss investor implications

    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 mins
  • 327: Elections, Nvidia and ballooning deficits – Market Talk

    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 mins
  • 326: Climate Impact Pledge 2024 – moving the needle on net zero

    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 mins
Economics Personal Finance
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