168: Like it or lump it: Retiree attitudes to tax-free cash
Tax-free cash may be the nation’s favourite pension perk, but are retirees getting the most out of their money? From behavioural insights to tax efficiencies, we explore the myths, hidden benefits -- and the pitfalls -- surrounding this feted but misunderstood feature of DC pensions.   Contributors:   Rita Butler-Jones, Co-head of DC Stuart Murphy, Co-head of DC Kath Photiou, Head of DC P...
13m Sep 28, 2021
13m
167: China, inflation, the Fed, and meme stocks – the CIO call
In this month’s episode of the CIO call, Sonja Laud shares her perspective on developments in China’s property sector and tapering by the Federal Reserve, and discusses with our expert guests current investor positioning, trading conditions, and themes from cybersecurity to hydrogen. Sonja, LGIM’s Chief Investment Officer, is joined by:   Ed Wicks, Head of Trading Howie Li, Head of ETFs   ...
47m Sep 27, 2021
47m
166: Evergrande, Fed minutes and the German elections – Market Talk
How will the fall-out from Chinese property group, Evergrande, impact investors? And what will a post-Angela Merkel Germany look like? Listen to the latest episode of Market Talk with Ben Bennett, Head of Investment Strategy and Research.   Speakers are:   Ben Bennett, Head of Investment Strategy and Research Frances Watson, Content Manager
13m Sep 20, 2021
13m
164: High yield, tapering and behavioural finance
Martin Reeves, Global Head of High Yield, looks at the factors affecting high yield currently and explains what, he believes, are the key takeaways to finding opportunities in the high-yield universe.   Speakers are: Martin Reeves, Global Head of High Yield Frances Watson, Content Manager
14m Sep 16, 2021
14m
165: The ECB’s quasi-tapering, the US debt ceiling and UK tax rises – Market Talk
What should investors make of the latest rhetoric from ECB President, Christine Lagarde, and how may the latest US and UK fiscal moves impact investors? Ben Bennett, Head of Investment Strategy and Research explains.   This episode is hosted by Frances Watson.
13m Sep 13, 2021
13m
163: Weaker Chinese data but stronger European inflation - Market Talk
Economic growth may have been downgraded in the US and China but does stronger European inflation necessarily warrant a more hawkish ECB? Listen to Ben Bennett, Head of Investment Strategy & Research on Market Talk.   This episode is hosted by Frances Watson.
11m Sep 06, 2021
11m
162: Is this time really different?
In this month’s episode of the CIO call, Sonja Laud discusses developments at the Fed and in China, with a focus on the global inflation outlook, as well as touching on climate risks and opportunities in the run-up to COP26. Sonja, LGIM’s Chief Investment Officer, is joined by:   Christopher Jeffery, Head of Inflation and Rates Strategy Ben Bennett, Head of Investment Strategy and Research ...
36m Aug 19, 2021
36m
161: The landlord moratorium: its impact on landlords and savers
In this latest episode of LGIM Talks, Bill Hughes, Head of Real Assets, talks candidly about the extension of the landlord moratorium on the landlord/tenant relationship, what it means for savers and how likely it is to impact sector returns more generally.
15m Aug 13, 2021
15m
160: Talking tapering and reducing risk – Market Talk
Is the Fed still on track for tapering in light of the latest US unemployment figures? And how are we looking at risk in light of current stellar equity valuations? Listen to Ben Bennett, Head of Investment Strategy & Research on Market Talk.   This episode is hosted by Frances Watson.
11m Aug 09, 2021
11m
159: US tech results, China wobbles and a Hong Kong holiday – Market Talk
Ben Bennett, Head of Investment Strategy and Research, talks US technology, tells us why China wobbles are specific to the region and reveals why he’s in holiday mood  - all on Market Talk.   This episode is hosted by Frances Watson.
12m Aug 02, 2021
12m
158: Gap truth: Why gender still matters when it comes to retirement
Women retiring today can expect to collect less than half of their male counterparts’ pensions. But is the gap narrowing – and what can be done to improve outcomes for women of all backgrounds?   This episode is hosted by Kim Brown, Pension Scheme Director at Legal & General, with contributions from:   SuAnn Song, Investment Solutions Associate, Legal & General Investment Management Caren ...
21m Jul 28, 2021
21m
157: The Fed, real yields and China – Market Talk
Why is China initiating a crackdown in certain sectors, what is the rally in global bond prices telling us and could the Fed give us a date for tapering this week? Ben Bennett, head of investment strategy and research, reveals all in Market Talk.    This episode is hosted by Frances Watson.
11m Jul 26, 2021
11m
156: COVID worries, oil and the EC’s proposed climate laws – Market Talk
In this regular episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the market impact of the Delta variant, where next for the oil price and the European Commission’s efforts to tackle climate change. This episode is hosted by Frances Watson.
12m Jul 19, 2021
12m
155: The reflation trade, reconsidered – the CIO call
In this month’s episode, Sonja Laud, LGIM’s CIO, discusses the latest developments moving markets, with a focus on the interplay between the global economy, policymakers and investors. Sonja is joined by:   Colin Reedie, Head of Active Strategies Lars Kreckel, Global Equity Strategist   The episode is hosted by Max Julius, Head of Content, and was recorded today.   Follow us on LinkedIn ...
40m Jul 13, 2021
40m
153: US payrolls, ‘Freedom Day’ and the G20 summit - Market Talk
In this regular episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on US payrolls, the opening up of the UK economy and what’s in focus for the G20 finance leaders.   This episode is hosted by Frances Watson.
10m Jul 05, 2021
10m
152: In conversation with Shuen Chan
When it comes to responsible investing, many of us realise the need for action on climate change. But do we know the characters behind the cause? Join Shuen Chan as she describes her idyllic childhood in Malaysia, her time in Paris at COP 21 and how she sees her present-day role shaping up as Head of ESG, Real Assets.   This episode is hosted by Frances Watson.
20m Jul 01, 2021
20m
151: Fedspeak and fiscal largesse – Market Talk
In this week’s episode of Market Talk, we discuss the ongoing flurry of central bank speak, the outlook for cyclical stocks and some potentially market-moving events due this week.   The call features Ben Bennett, head of Investment Strategy and Research, and was hosted earlier today by Max Julius, Head of Content.   Follow us on LinkedIn (https://www.linkedin.com/company/legal-&-general-in...
13m Jun 28, 2021
13m
150: Finding the greenest generation
For the second year running, we surveyed over 3,000 DC members to find out how the pandemic had affected their attitudes towards saving and if the crisis had altered their attitudes around ESG issues.   Our speakers are:   Veronica Humble, Head of DC Investment Solutions Janette Weir, Director Ignition House   This episode is hosted by Eliza Grimond.
19m Jun 24, 2021
19m
149: A hawkish Fed, stronger dollar and soggy commodities – Market Talk
In this episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the latest thoughts from the Fed meeting, as well as the implications of a flatter yield curve and a stronger dollar.   This episode is hosted by Frances Watson.
13m Jun 21, 2021
13m
148: Moneyball and markets: using data to improve the investment process
In the book and film Moneyball, Michael Lewis showed how data analysis helped a baseball team uncover hidden talent. This has obvious lessons for investors – not least for value investors – but in this episode of LGIM Talks, our Head of Asset Allocation Emiel van den Heiligenberg takes a different perspective. He explains how data helps him analyse the performance of his team, shares his assess...
32m Jun 17, 2021
32m
147: The CIO call: An ESG inflection point
After an extraordinary rally, risk assets may be at an inflection point amid questions over inflation and stimulus removal – and investors’ surging ESG expectations. In this month’s episode, Sonja Laud, LGIM’s CIO, discusses how these dynamics might play out. Sonja is joined by:   David Barron, Head of Index Equity & Smart Beta Shaunak Mazumder, Senior Fund Manager    The episode is hosted...
35m Jun 10, 2021
35m
146: US payrolls and the G7 summit - Market Talk
In this episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on US payrolls, the growth versus value trade and the upcoming G7 summit.   This episode is hosted by Frances Watson.
12m Jun 07, 2021
12m
145: In Conversation With Justin Onuekwusi
In this week’s episode, Justin Onuekwusi, LGIM’s Head of Retail Multi-Asset Funds talks candidly about his career journey to become a fund manager, why 2020 was possibly his toughest year so far, and his ongoing work as a diversity and inclusion champion.   The episode is hosted by Jun Merrett.   Follow us on LinkedIn (https://www.linkedin.com/company/legal-&-general-investment-management/)...
37m Jun 03, 2021
37m
144: Crypto wobble and Fed minutes - Market Talk
 In this first episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the latest Fed minutes, the reasons behind the fall in cryptocurrency and dollar weakness.   This episode is hosted by Frances Watson.
10m May 24, 2021
10m
143: The CIO call: Markets and the psychology of inflation
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on some of the themes that emerged in our CIO spring update – in particular, the outlook for inflation. Sonja is joined by:   Will Riley, Head of Solutions Jason Shoup, Head of Global Credit Strategy, LGIM America   The episode is hosted by Max Julius and was recorded on Friday, 14 May ...
38m May 17, 2021
38m
142: Stock markets and the PMI effect
In this episode of Blog on the Pod, Lars Kreckel, Global Equity Strategist tells us why PMIs can be good forward-looking indicators, examines their correlation to  stock markets and gives us his take on equity markets more generally.   This episode is hosted by Frances Watson.
15m May 07, 2021
15m
141: Engaging with UK growth companies
As a responsible investor, we believe in the power of engaging with the companies in which we invest to turn the dial on ESG issues. But how do we make a difference? Gavin Launder and Matthew Courtnell from our Active Equities team share their process and insights.   Gavin Launder, Senior Fund Manager, Active Equities Matthew Courtnell, Responsible Investment Analyst   This episode is host...
23m Apr 29, 2021
23m
140: Reimagining retail: where next for consumers and investors?
How can fortunes be revived in the retail sector? Is enough being done to accommodate changing consumer tastes? How is digital technology playing its part and what are the overall implications for investors? Speakers are:   Denz Ibrahim, Head of Retail and Futuring Matt Soffair, Research Manager, Retail and Leisure Assets   This episode is hosted by Frances Watson.  
18m Apr 23, 2021
18m
139: The CIO call: Commodities and climate risk
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on the commodity complex and global energy transition. Sonja is joined by:   Nick Stansbury, Head of Climate Solutions Court Gilbert, Senior Credit Analyst   The episode is hosted by Max Julius and was recorded today.   Follow us on LinkedIn (https://www.linkedin.com/company/legal-&-g...
41m Apr 15, 2021
41m
138: Quality treats: defining and capturing quality in equities
In equity markets, is quality in the eye of the beholder? Perhaps – if that investor also beholds the right data. In this episode, we discuss how investors can conceptualise quality in both qualitative and quantitative ways, and what it can add to portfolios.   This episode was recorded in April and features:   Fadi Zaher, Head of Index Research and Development Aanand Venkatramanan, Head o...
44m Apr 12, 2021
44m
135: Active ownership: Engaging for change in a pandemic
We discuss the key themes that emerge in our 10th annual Active Ownership report, which outlines the decisive action LGIM took in 2020 across a range of ESG issues – from addressing the near-term dangers posed by COVID-19 to tackling the longer-term threat of climate change.   This episode was recorded in February and features:   Sacha Sadan, Director of Investment Stewardship Meryam Omi, ...
13m Mar 31, 2021
13m
137: That sinking feeling: examining investor responses to low bond yields
In our Blog on the Pod episode, John Southall, Head of Solutions Research, explores the similarities and differences of DB and DC investor behaviour in the face of pitifully low bond yields.   The episode is hosted by Frances Watson.   Follow us on LinkedIn (https://www.linkedin.com/company/legal-&-general-investment-management/) for our latest updates and discover The LGIM Blog (https://w...
14m Mar 25, 2021
14m
136: Exploring secure income assets
In this week’s podcast, we discuss secure income assets, dispelling some myths and explaining some key features of this asset class, including how it can support a cleaner, greener future. The speakers are:   Stuart Hitchcock, Head of Portfolio Management, Private Credit Laura Brown, Head of Client Solutions, Distribution Samuel Jones, Portfolio Manager, Real Assets   The episode is hoste...
18m Mar 22, 2021
18m
133: The CIO call: Taper tantrum territory
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on fixed income volatility and conditions in emerging markets. Sonja is joined by:   Ben Bennett, Head of Investment Strategy and Research Erik Lueth, Global Emerging Market Economist The episode is hosted by Max Julius and was recorded today.   Follow us on LinkedIn (https://www.linke...
31m Mar 11, 2021
31m
132: Rising stars and fallen angels
In this week’s episode of blog on the pod, we look at the ratio of rising stars to fallen angels in high-yield debt, chat about how a rise in interest rates could impact the asset class and ask how much of the economic recovery is already priced in? The speaker is:   Martin Reeves, Global Head of High Yield   The episode is hosted by Frances Watson.   Follow us on LinkedIn (https://protec...
10m Feb 26, 2021
10m
131: Office space: looking beyond COVID-19
In this week’s episode, members of LGIM’s Real Asset team examine what the office sector will look like in a post-COVID world in light of occupier requirements. The speakers are:   Bill Page, Head of Real Estate Market Research James Spencer-Jones, Head of Real Estate Debt   The episode is hosted by Frances Watson.   Follow us on LinkedIn (https://protect-eu.mimecast.com/s/D_NZCE92gi3k45...
15m Feb 18, 2021
15m
130: The CIO call: Winners and losers
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent macro developments, with a focus on key themes that emerged in the Q4 company earnings season. Sonja is joined by:   ·         Madeleine King, Co-Head of Global Investment Grade Credit ·         Gavin Launder, Senior Fund Manager    The episode is hosted by Max Julius and was recorded today.   Follow us on LinkedIn (...
27m Feb 11, 2021
27m
129: Bubbles, bonds and barbell strategies
In this week’s episode, Emiel van den Heiligenberg, head of asset allocation, examines the reasons behind renewed bubble talk and outlines his views on how he would allocate to bonds and equities given the current market backdrop.   This episode is hosted by Frances Watson.   Follow us on LinkedIn (https://protect-eu.mimecast.com/s/qRWeCoQ0Bhr8y1QH1ky0Z?domain=eur03.safelinks.protection.out...
15m Feb 05, 2021
15m
128: Fixed income ETFs: fact versus fiction
In this week’s episode, we look at the reality around some myths that have emerged about investing in bonds through ETFs. From why the Federal Reserve bought bond ETFs last year to whether liquidity in these funds can be trusted, Cosmo Elms from LGIM’s ETF team shares his analysis and views.
11m Jan 27, 2021
11m
127: Women in Investment Circles
In this week’s episode, some of LGIM’s leading women managers share their experiences of personal growth and career development, challenging gender bias and balancing life outside of work. The speakers are:   Michelle Scrimgeour, Chief Executive Officer Sarah Aitken, Head of Distribution Sonja Laud, Chief Investment Officer Brenda Sklar, Global Chief Operating Officer Martina Kay, Global ...
16m Jan 22, 2021
16m
126: The CIO call: Biden, bonds and Brexit
Sonja Laud, LGIM’s CIO, discusses the market outlook in light of recent COVID-19 developments, the U.S. Democratic Party’s gains in Georgia and the Brexit deal. Sonja is joined by:   ·         Colin Reedie, Co-Head of Global Fixed Income ·         James Carrick, Global Economist, Asset Allocation   The episode is hosted by Max Julius and was recorded yesterday. You can watch the presentati...
49m Jan 12, 2021
49m
125: Make My Money Matter, Net Zero and DC pensions
Follow us on LinkedIn for our latest updates and discover The LGIM Blog for the latest 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.
24m Dec 16, 2020
24m
124: The CIO call: What to expect in 2021
Sonja Laud, LGIM’s CIO, discusses our investment outlook for next year, touching on the prospects for the major asset classes – as well as gold and bitcoin. Sonja is joined by:   ·         Emiel van den Heiligenberg, Head of Asset Allocation ·         Will Riley, Head of Solutions   The episode is hosted by Max Julius and was recorded earlier today. You can watch the presentation here (htt...
33m Dec 10, 2020
33m
123: 2021 outlook: Emerging market debt
Uday (Woody) Patnaik, head of emerging market debt, summarises the tailwinds for his asset class, while also considering potential risks.
14m Dec 09, 2020
14m
122: Paying for the pandemic
Hetal Mehta, Senior European Economist, looks at the effects of the UK’s increasing debt burden on competitiveness, the bond market and inflation rate. Follow us on LinkedIn (https://protect-eu.mimecast.com/s/zbAxCyrD4srL3BwFZWTPm?domain=eur03.safelinks.protection.outlook.com) for our latest updates and discover The LGIM Blog (https://protect-eu.mimecast.com/s/bAUbCzKE8SM4zjZUXlWrC?domain=eur0...
8m Nov 30, 2020
8m
121: Build-to-Rent: building resilience in uncertain times
This week, Dan Batterton, Head of Build-to-Rent at LGIM Real Assets and Michael Adefuye, Senior Research Manager at LGIM Real Assets, discuss how the BTR sector has fared during the COVID-19 pandemic and how a focus on ESG considerations may be the key to its future. Follow us on LinkedIn (https://protect-eu.mimecast.com/s/gCgQC7LwxTAZYDWC8GZUv?domain=linkedin.com/) for our latest updates and ...
31m Nov 26, 2020
31m
120: The CIO call: Dissecting the US election results
Sonja Laud, LGIM’s CIO, discusses the implications for investors of the US presidential election, after hopes for an early, clear outcome were confounded. Sonja is joined by:   ·         Jason Shoup, Head of Global Credit Strategy, LGIMA ·         Tim Drayson, Head of Economics   The episode is introduced by Max Julius and was recorded earlier today.   Follow us on LinkedIn (https://prot...
30m Nov 04, 2020
30m
119: Renewing our Climate Impact Pledge
To help spur net-zero carbon emissions by 2050, we’ve renewed our Climate Impact Pledge, making the targeted engagement programme with the companies in which we invest on behalf of our clients even more ambitious.   In this episode of LGIM Talks, Meryam Omi, Head of Sustainability and Responsible Investment Strategy, and Iancu Daramus and Yasmine Svan, senior sustainability analysts, discuss ...
21m Oct 14, 2020
21m
118: The CIO Call: Biden and the energy complex
This week, Sonja Laud, LGIM’s CIO, discusses the latest developments shaping the market and macro environment, with a focus on how a Biden administration could impact the oil and gas industry. Sonja is joined by:   ·         John Roe, Head of Multi-Asset Funds ·         Nick Stansbury, Head of Commodity Research   Watch the full webinar replay here: https://event.on24.com/wcc/r/2668244/82F...
32m Oct 08, 2020
32m
117: What the energy transition means for investors
In this episode, we play a segment from our recent conference for DB and DC clients, in which Nick Stansbury, our Head of Commodity Research, explores the risks and opportunities posed by climate change and the energy transition.   The episode is introduced by Max Julius and was recorded earlier this month.   Follow us on LinkedIn (https://protect-eu.mimecast.com/s/6jjqCvozMT7EOo6Hz1dWj?dom...
13m Oct 01, 2020
13m