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    <hr class="mvn mhs text-black-50 opacity-25">
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<a class="text-decoration-none" href="/posts/8652381-the-view-from-the-top-a-long-term-look-at-private-markets"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/42330012/75x75/c 75w, https://audioboom.com/i/42330012/150x150/c 150w, https://audioboom.com/i/42330012/300x300/c 300w, https://audioboom.com/i/42330012/600x600/c 600w, https://audioboom.com/i/42330012/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/42330012/1400x1400/c" />
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<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
353: The View from the Top: A long-term look at private markets
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast. We’re joined by Bill Hughes, Global Head of Private Markets and Rob Martin, Global Head of Investment Strategy and Research, for a hugely informative chat centred on L&amp;G’s Private Markets platform. The pair tackle both recent events and long-term secular trends, assessing how the private ...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
21m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1739294710" data-format="short_date">Feb 11, 2025</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
21m
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</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8644746-should-investors-hedge-forex-risk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/42330012/75x75/c 75w, https://audioboom.com/i/42330012/150x150/c 150w, https://audioboom.com/i/42330012/300x300/c 300w, https://audioboom.com/i/42330012/600x600/c 600w, https://audioboom.com/i/42330012/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/42330012/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
352: Should investors hedge forex risk?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios. Topics up for discussion include why the FX hedging debate matters for investors today, two big factors that are often overlooked, and conclusions from analysis of a century of equity market data.

This podcast is hosted by Harry Brooks, Conten...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
12m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1738224000" data-format="short_date">Jan 30, 2025</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
12m
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</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8641311-2024-reflections-and-2025-preparations-the-cio-call"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/42330012/75x75/c 75w, https://audioboom.com/i/42330012/150x150/c 150w, https://audioboom.com/i/42330012/300x300/c 300w, https://audioboom.com/i/42330012/600x600/c 600w, https://audioboom.com/i/42330012/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/42330012/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
351: 2024 reflections and 2025 preparations – the CIO call
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Join Sonia Laud, our Chief Investment Officer, as she shares her thinking on the key themes that should now be on investors’ radars.

In this week’s podcast, we’re delighted to share a special presentation from our CIO, Sonja Laud, who spoke recently as part of a client webinar held in partnership with Professional Pensions.

In her presentation Sonja covers:

Her assessment of what led to stro...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
14m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1737619200" data-format="short_date">Jan 23, 2025</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
14m
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</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8637806-what-s-going-on-in-government-bonds-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/42330012/75x75/c 75w, https://audioboom.com/i/42330012/150x150/c 150w, https://audioboom.com/i/42330012/300x300/c 300w, https://audioboom.com/i/42330012/600x600/c 600w, https://audioboom.com/i/42330012/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/42330012/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
350: What’s going on in government bonds? Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and market mood ahead of Donald Trump’s inauguration on Monday. Also up for discussion are earnings season expectations, supply-side oil pressures, and what might be the most disappointing Christmas present on record.

This podcast is hosted by Harry Brooks, Content Manager.

All data is s...
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
24m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1737014400" data-format="short_date">Jan 16, 2025</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
24m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8634233-in-conversation-with-natasha-mora-managing-director-lgim-asia"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/42330012/75x75/c 75w, https://audioboom.com/i/42330012/150x150/c 150w, https://audioboom.com/i/42330012/300x300/c 300w, https://audioboom.com/i/42330012/600x600/c 600w, https://audioboom.com/i/42330012/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/42330012/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
349: In conversation with... Natasha Mora, Managing  Director LGIM Asia
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
What role does Asia play LGIM&#39;s global growth strategy?

To find out, this month we sit down with Natasha Mora, MD of LGIM Asia, to learn about our presence in one of the most economically dynamic areas of the world. In a broad-ranging discussion, we cover Natasha&#39;s background in law, the unique characteristics of the Asian market, her favourite places to visit in the region - and much more.

T...
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
16m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1736409600" data-format="short_date">Jan 09, 2025</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
16m
</div>
</div>
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8626791-private-markets-in-2025-digital-infrastructure-affordable-housing-and-university-spinouts"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/42330012/75x75/c 75w, https://audioboom.com/i/42330012/150x150/c 150w, https://audioboom.com/i/42330012/300x300/c 300w, https://audioboom.com/i/42330012/600x600/c 600w, https://audioboom.com/i/42330012/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/42330012/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
348: Private markets in 2025: Digital infrastructure, affordable housing and university spinouts
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
We recently published our outlook for private markets in 2025, looking at some of the factors potentially impacting these assets over the next 12 months.

In this edition of LGIM Talks, we dive into some of the sub-sectors of private markets in a little more detail, looking at what the year ahead might have in store.

Joining us we have:

Matteo Colombo, Head of Digital in Infrastructure, to as...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
25m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1734621737" data-format="short_date">Dec 19, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
25m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8622274-political-drama-interest-rates-and-fallible-forecasts-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
347: Political drama, interest rates and fallible forecasts – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
How have markets reacted to political turmoil in France and South Korea? Will central bankers in Europe and the US remain on the same rates path? And why can’t a team of 1,000 economists predict a recession with any degree of certainty?

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 10 December 2024 unless otherwise stated.

For professional inve...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
20m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1733990400" data-format="short_date">Dec 12, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
20m
</div>
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8619591-2025-outlook-us-exceptionalism-political-risk-and-non-consensus-views"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
346: 2025 outlook: US exceptionalism, political risk and non-consensus views
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In a special podcast ahead of the publication of our 2025 global outlook, our experts offer key views across public and private markets in what promises to be yet another dramatic year for investors.

On our panel is Sonja Laud, Global CIO; Christopher Jeffery, Head of Macro Strategy; Colin Reedie, Head of Active Strategies; Rob Martin, Global Head of Investment Strategy &amp; Research, Private Mar...
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
38m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1733406474" data-format="short_date">Dec 05, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
38m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8614906-maths-markets-and-misconceptions"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
345: Maths, markets and misconceptions
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this episode, we explore the crucial role that mathematics plays in modern investment strategy. We also discuss how human irrationality shows up in investment behaviour and share practical ideas for numerically minded students considering a career in the industry.

This episode features Fadi Zaher, Head of Index Solutions, and Aanand Venkataraman, Head of ETFs, and is hosted by Harry Brooks,...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
22m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1732773600" data-format="short_date">Nov 28, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
22m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8611266-dollar-dominance-deconstructed-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
344: Dollar dominance deconstructed – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Will the US Federal Reserve cut rates again in December? How is dollar strength affecting Europe and Japan? And why have markets been unmoved by the policy support announcement from China?

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 20 November 2024 unless otherwise stated.

For professional investors only. Capital at risk. Securities mentione...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
23m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1732168800" data-format="short_date">Nov 21, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
23m
</div>
</div>
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8608962-cop16-outcomes-opportunities-and-observations"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
343: COP16 – outcomes, opportunities and observations
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Earlier this month, representatives of 196 countries gathered in Columbia for the United Nations’ COP16 – the world’s largest biodiversity summit. It was two years ago at COP15 - when governments struck a historic deal to halt the destruction of ecosystems. So, COP16 had big boots to fill! But what actually happened at the summit and what could it mean for the planet and investors?

In this epi...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
28m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1731671918" data-format="short_date">Nov 15, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
28m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8604696-what-does-trump-s-election-win-mean-for-investors"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
342: What does Trump’s election win mean for investors?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Following Donald Trump’s historic comeback, we assess the key implications for investors in a special podcast recorded hours after the result was announced.

During the call, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Jason Shoup, CIO and Co-Head of Global Fixed Income at LGIM America, and Tim Drayson, Head of Economics at LGIM. They also cover:

The immediate market reaction to ...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
29m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1731000348" data-format="short_date">Nov 07, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
29m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8590496-what-does-climate-action-investing-actually-mean"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
341: What does ‘climate action investing’ actually mean?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
The goal is to allocate more capital to the business opportunities the transition creates, while simultaneously driving down emissions over time.

Traditionally investors and companies have asked the question: “How should an investor balance a focus on reducing their climate impact with a desire for financial returns?” However, it is our firm belief that we could be asking a different, more pos...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
20m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1729148400" data-format="short_date">Oct 17, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
20m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8587228-china-rally-us-jobs-and-japan-s-new-pm-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
340: China rally, US jobs and Japan’s new PM – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Has the blistering rally in Chinese equities got further to go, or was that it? What do strong jobs numbers out of the US tell us about the likely path of interest rates? And how could the arrival of a new prime minister in Japan affect the strength of the yen?

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 8 October 2024 unless otherwise stated....
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
27m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1728547200" data-format="short_date">Oct 10, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
27m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8581707-fixed-income-in-focus-checking-in-on-euro-credit"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
339: Fixed income in focus: checking in on Euro credit
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
For the latest in our quarterly series of updates on the global fixed income market, LGIM’s Head of Euro Credit Marc Rovers gives us a detailed briefing on where the European debt market is, and where it may be heading.

In a broad-ranging discussion, we cover what lay behind the late summer’s sporadic spikes in volatility, potential European spillover effects from the US election, why bond iss...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
15m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1727939950" data-format="short_date">Oct 03, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
15m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8577036-us-election-key-themes-for-investors-the-cio-call"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
338: US election: key themes for investors – the CIO call
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Many of the themes at the heart of the US election are of immense importance to investors. As the presidential race enters its final stage, we discuss the key investment implications.

During the podcast, Sonja Laud, LGIM’s Chief Investment Officer, is joined by three colleagues from LGIM America: Jason Shoup, CIO and Co-Head of Global Fixed Income; Jason Becker, Head US Credit Strategy; and An...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
38m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1727280796" data-format="short_date">Sep 25, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
38m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8573023-in-conversation-with-ben-cherrington-head-of-uk-wholesale"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
337: In conversation with… Ben Cherrington, Head of UK Wholesale
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
What does it take to rise up the ranks of investment distribution? And how has the advent of hybrid working and the demise of corporate hospitality changed the business of selling funds?

In this episode, Ben Cherrington, LGIM’s Head of UK Wholesale, shares candid insights from more than two decades spent at some of the best-known asset managers, and explains why it’s a tougher business now tha...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
30m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1726725600" data-format="short_date">Sep 19, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
30m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8569127-volatility-dis-inversion-and-the-path-of-rates-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
336: Volatility, dis-inversion and the path of rates – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
What was behind last month’s ‘flash crash’ and last week’s smaller wobble? Does the dis-inversion of the US treasury yield curve signal recession? And what are markets telling us about the likely path of interest rates in the US, Europe and the UK?

This podcast is hosted by Harry Brooks, Content Manager.

All data is sourced from Eikon as at 10 September 2024 unless otherwise stated.

For prof...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
21m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1726124400" data-format="short_date">Sep 12, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
21m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8566284-master-trust-matters-with-robert-waugh-chair-of-trustees-of-the-legal-general-mastertrust"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
335: Master trust matters with Robert Waugh, Chair of Trustees of the Legal &amp; General Mastertrust
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
It’s been more than a year since Robert Waugh took over as the independent chair of the Legal &amp; General Mastertrust’s board of trustees.

In our latest DC podcast, Robert and Kim Brown, Head of Mastertrust &amp; IGC, review the highlights and challenges of his first year in post, the implications of a change of government – which had been elected just two weeks before their conversation – and Rober...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
16m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1725524923" data-format="short_date">Sep 05, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
16m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8562446-what-do-the-terms-run-on-and-surplus-actually-mean"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
334: What do the terms ‘run-on’ and ‘surplus’ actually mean?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
With surplus extraction now a realistic proposition for many DB schemes, ‘run-on’ could be an increasingly popular endgame option.

In our latest DB podcast we continue our discussion of the endgame options available for DB pension schemes, and in particular, why the government’s review of the regulation around surplus extraction could potentially lead to increased desire among pension trustees...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
9m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1724914800" data-format="short_date">Aug 29, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
9m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8551720-happy-holidays-from-lgim-talks"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
333:  Happy holidays from LGIM Talks!
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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.
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
23s
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1723100400" data-format="short_date">Aug 08, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
23s
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8549601-what-s-in-a-name-the-power-of-global-brands"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
332: What&#39;s in a name? The power of global brands  
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 Cont...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
20m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1722488400" data-format="short_date">Aug 01, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
20m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8546097-us-elections-equity-rotation-and-a-major-celebration-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
331: US elections, equity rotation, and a major celebration – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 so...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
19m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1721833200" data-format="short_date">Jul 24, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
19m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8544871-private-markets-where-next"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
330: Private markets: where next? 
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 &amp; General, is joined by Rob Martin, Global Head of Investment Strategy and Research for Private Mark...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
27m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1721642448" data-format="short_date">Jul 22, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
27m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8541456-peeping-behind-the-curtain-private-market-investments-in-dc-pensions"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
329: Peeping behind the curtain: private market investments in DC pensions 
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 &amp; 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, th...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
17m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1721031086" data-format="short_date">Jul 15, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
17m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8535113-uk-election-special-our-experts-discuss-investor-implications"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
328: UK election special: our experts discuss investor implications 
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 Office...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
35m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1720195777" data-format="short_date">Jul 05, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
35m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8530576-elections-nvidia-and-ballooning-deficits-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
327: Elections, Nvidia and ballooning deficits – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 ho...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
22m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1719469800" data-format="short_date">Jun 27, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
22m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8529772-climate-impact-pledge-2024-moving-the-needle-on-net-zero"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
326: Climate Impact Pledge 2024 – moving the needle on net zero
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 ...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
27m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1719381600" data-format="short_date">Jun 26, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
27m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8524077-fixed-income-in-focus-halfway-there"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
325: Fixed income in focus: halfway there
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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, the return of fiscal policy and makes some interesting parallels with the 1970s which, he believes, could shape the remainder of this year and next.

T...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
22m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1718352797" data-format="short_date">Jun 14, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
22m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8518841-indian-elections-chinese-bond-yields-and-us-payrolls-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
324: Indian elections, Chinese bond yields and US payrolls - Market Talk 
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 payrolls add to the narrative of a cooling US economy? Ben Bennett, Head of Investment Strategy, Asia explains all.

This podcast is hosted by Frances Wat...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
19m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1717603038" data-format="short_date">Jun 05, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
19m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8517405-water-scarcity-why-it-matters-for-investors"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
323: Water scarcity: why it matters for investors
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 economic cost of water scarcity, and how might technology help provide some solutions? Discussing these ideas are:

·       Alex Burr, our ESG Policy Lead withi...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
23m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1717410195" data-format="short_date">Jun 03, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
23m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8509758-us-consumption-equity-and-credit-divergence-and-copper-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
322: US consumption, equity and credit divergence and copper – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 also touches on UK inflation and Chinese bonds.

This podcast is hosted by Frances Watson, Senior Content Manager and was recorded before the release of N...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
22m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1716361200" data-format="short_date">May 22, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
22m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8506024-digging-deeper-into-commodities-geopolitics-the-energy-transition-and-gold"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
321:  Digging deeper into commodities: geopolitics, the energy transition and gold
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 patterns, and the outlook for some specific commodities – including the yellow metal. Our speakers are Elisa Piscopiello, Senior ETF Analyst, and Francisc...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
18m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1715846519" data-format="short_date">May 16, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
18m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8502597-what-does-the-term-endgame-actually-mean"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
320: What does the term ‘endgame’ actually mean?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 schemes?

Lastly, how can investment portfolios be managed to help schemes build a bridge to their chosen endgame destination?

Lisa Purdy, Head of DB Solut...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
14m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1715242883" data-format="short_date">May 09, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
14m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8499487-patient-powell-china-s-equity-rally-and-oil-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
319: Patient Powell, China’s equity rally and oil - Market Talk 
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 oil? Ben Bennett, Investment Strategist APAC explains all.

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

All data is sourced from Eik...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
20m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1714664461" data-format="short_date">May 02, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
20m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8495795-engage-for-change-active-ownership-at-lgim"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41613970/75x75/c 75w, https://audioboom.com/i/41613970/150x150/c 150w, https://audioboom.com/i/41613970/300x300/c 300w, https://audioboom.com/i/41613970/600x600/c 600w, https://audioboom.com/i/41613970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #0c43a8; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41613970/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
318: Engage for change: Active Ownership at LGIM
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 2024.

The panellists are:

Michael Marks, Head of Investment Stewardship and Responsible Investment Integration

Madeleine King, Head of Research and Enga...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
21m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1714042995" data-format="short_date">Apr 25, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
21m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8493789-what-megatrends-will-define-the-future-of-real-assets"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
317: What megatrends will define the future of real assets?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 four megatrends they expect to drive private investment performance and capital allocations for the remainder of the decade and beyond.

In this broad-ran...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
27m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1713769200" data-format="short_date">Apr 22, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
27m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8492382-geopolitics-higher-real-yields-and-china-gdp-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
316: Geopolitics, higher real yields, and China GDP – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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, credit and sovereign bonds? Ben Bennett, Investment Strategist APAC, explains all.

This episode was recorded on 17 April 2024.

All data sourced from Eikon, ...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
20m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1713428351" data-format="short_date">Apr 18, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
20m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8489201-why-goldilocks-is-in-danger-the-cio-call"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
315: Why ‘Goldilocks’ is in danger – the CIO call
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 Investment Officer, is joined by Emiel van den Heiligenberg, Head of Asset Allocation, and Tim Drayson, Head of Economics. The panel also discuss:


The narrow...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
33m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1712845712" data-format="short_date">Apr 11, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
33m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8483543-financial-advisers-riding-the-rollercoaster"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
314: Financial advisers: riding the rollercoaster
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 to the questions that are front of mind for financial advisers; namely where do they sit in terms of active versus passive investing, model portfolios or ...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
24m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1712218118" data-format="short_date">Apr 04, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
24m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8480132-strong-equities-supportive-credit-currency-vol-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
313: Strong equities, supportive credit, currency vol – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 Japan raising interest rates for the first time since 2007, the yen failed to strengthen.

This podcast is hosted by Frances Watson, Content Manager.

Fo...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
21m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1711612366" data-format="short_date">Mar 28, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
21m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8478294-fixed-income-in-focus-emerging-market-debt"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
312: Fixed income in focus: emerging market debt
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 Patnaik, Head of Emerging Market Debt, and Erik Leuth, Global Emerging Market Economist, as they explore these topics and comment on the raft of upcoming...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
24m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1711357694" data-format="short_date">Mar 25, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
24m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8473307-divorced-retired-female-the-hidden-cost-of-divorce-for-women"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
311: Divorced, retired, female: The hidden cost of divorce for women
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 Enemchukwu, ED&amp;I champion and CEO at Nelu Diversified Consulting Solutions, a global company creating meaningful benefits and wellness programs rooted in divers...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
23m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1710415681" data-format="short_date">Mar 14, 2024</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
23m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8469347-an-alphabet-of-acronyms-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
310: An alphabet of acronyms – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 investment-grade credit and, ultimately, equities? In alternatives, what’s behind the heady rise in Bitcoin? Ben Bennett, Investment Strategist, APAC, expl...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
20m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1709798400" data-format="short_date">Mar 07, 2024</span></span>
</div>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
20m
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</div>
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<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8461992-corporate-america-china-stimulus-and-cricket-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
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<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
309: Corporate America, China stimulus and cricket – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 strong growth? Ben Bennett, Investment Strategist, APAC explains all.

This podcast is hosted by Frances Watson, Content Manager and was recorded before the...
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
19m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1708592481" data-format="short_date">Feb 22, 2024</span></span>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
19m
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8458366-fixed-income-in-focus-technicals-versus-fundamentals"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
308: Fixed income in focus: technicals versus fundamentals
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 importance of bottom-up research in light of the current environment where technical, not fundamental factors, prevail.

This podcast is hosted by Frances Watson,...
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
21m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1708002767" data-format="short_date">Feb 15, 2024</span></span>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
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21m
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<a class="text-decoration-none" href="/posts/8454775-the-what-why-and-how-of-commodities-lgim-explains"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
307: The what, why and how of commodities – LGIM explains
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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, offers a straightforward introduction to the much misunderstood ‘third asset class’.

This podcast is hosted by Harry Brooks, Content Manager.

All data i...
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
18m
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<span><span class="js-time" data-epochtime="1707385622" data-format="short_date">Feb 08, 2024</span></span>
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<a class="text-decoration-none" href="/posts/8450516-lunar-new-year-market-talk-special"><div class="Episode-list-grid card-body pan">
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<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
306: Lunar New Year – Market Talk special
</h5>
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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 why this year could be a favourable one in relation to China’s dwindling population. He also gives his usual take on US and UK central bank actions, and ex...
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<span class="numeric-tabular d-sm-none">
23m
</span>
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&bull;
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<span><span class="js-time" data-epochtime="1706778386" data-format="short_date">Feb 01, 2024</span></span>
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23m
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<a class="text-decoration-none" href="/posts/8443810-in-conversation-with-rhodri-mason"><div class="Episode-list-grid card-body pan">
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<img srcset="https://audioboom.com/i/41284178/75x75/c 75w, https://audioboom.com/i/41284178/150x150/c 150w, https://audioboom.com/i/41284178/300x300/c 300w, https://audioboom.com/i/41284178/600x600/c 600w, https://audioboom.com/i/41284178/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d2d2d2; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/41284178/1400x1400/c" />
<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
305: In conversation with Rhodri Mason
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 describes how he brings together the many teams within LGIM. He also expands on his involvement with his favourite charity, and reveals how he manages to w...
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19m
</span>
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&bull;
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<span><span class="js-time" data-epochtime="1706169600" data-format="short_date">Jan 25, 2024</span></span>
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19m
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<a class="text-decoration-none" href="/posts/8434449-macroeconomics-solutions-and-asset-allocation-the-cio-call"><div class="Episode-list-grid card-body pan">
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<div class="vstack gap-1 my-auto">
<h5 class="text-line-clamp text-line-clamp-3 balanced-h fs-6 fs-5-lg fw-normal mb-0">
304: Macroeconomics, solutions and asset allocation – the CIO call
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
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 speakers discuss:

The outlook for both the global and UK economies, including our assessment of potential paths for UK growth, rates and inflation
The implica...
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23m
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<span class="d-sm-none">
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<span><span class="js-time" data-epochtime="1705591118" data-format="short_date">Jan 18, 2024</span></span>
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23m
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