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Episodes of LGIM Talks
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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
After a dramatic 2023, what could 2024 hold for investors in real assets?And what are the key megatrends that will determine performance, both for this year and the rest of the decade?Rob Martin, LGIM’s Global Head of Investment Strategy an
In this first episode of Market Talk for 2024, Ben Bennett examines the extent to which bonds and equities rallied following December’s Fed pivot. He also explains why Chinese equities failed to participate in the rally, looks at the state of p
Bond investors have enjoyed a strong rally over the last two months. But, as we approach 2024, will the optimism for fixed income investments continue? Will 2024 be another year of heightened volatility for the bond investor? And what left-fiel
In our last CIO call of 2023, we discuss what we’ve learnt from yet another extraordinary year for investors – and how we’re positioning into 2024.During the episode, Sonja Laud, LGIM’s CIO, is joined by Howie Li, Global Head of Index & ETFs;
In the last episode of Market Talk for the year, Ben Bennett looks at how fixed income might pan out in a recessionary macroeconomic environment. With US elections on the horizon, how might markets react to a change of president? And given its
Illiquid assets may be the talk of the DC town right now, but how can we use them to help maximise long-term returns for members, mitigate potential risks and align them with ESG considerations? And do DC pension members even want them included
Although many schemes have seen their funding positions improve steadily in recent years and endgame is on the horizon, all defined benefit (DB) schemes still need to pay pensions as they fall due. In this light there’s continued focus on cashf
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