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    <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/8429380-charting-real-assets-in-2024-and-beyond"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
303: Charting real assets in 2024 and beyond
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
After a dramatic 2023, what could 2024 hold for investors in real assets?

And what are the key megatrends that will determine performance, both for this year and the rest of the decade?

Rob Martin, LGIM’s Global Head of Investment Strategy and Research for Real Assets, and Lushan Sun, Private Credit Research Manager, break down how the Christmas market rally has changed the outlook for 2024 –...
</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="1705078139" data-format="short_date">Jan 12, 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">
24m
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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/8424679-rallies-red-sea-disruption-and-taiwanese-elections-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
302: Rallies, Red Sea disruption and Taiwanese elections – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this first episode of Market Talk for 2024, Ben Bennett examines the extent to which bonds and equities rallied following December’s Fed pivot. He also explains why Chinese equities failed to participate in the rally, looks at the state of polling in Taiwan, and wonders if the global economy will face new supply chain challenges given the current disruption in the Suez Canal?

This podcast i...
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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="1704355200" data-format="short_date">Jan 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">
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/8418071-active-fixed-income-outlook-2024"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
301: Active Fixed Income outlook: 2024
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Bond investors have enjoyed a strong rally over the last two months. But, as we approach 2024, will the optimism for fixed income investments continue? Will 2024 be another year of heightened volatility for the bond investor? And what left-field market moving events could be in store? Join Colin Reedie, Head of Active Strategies, for his latest thoughts.

This podcast is hosted by Frances Watso...
</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="1702902845" data-format="short_date">Dec 18, 2023</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/8416381-how-we-re-preparing-for-2024-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
300: How we’re preparing for 2024 – the CIO call
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In our last CIO call of 2023, we discuss what we’ve learnt from yet another extraordinary year for investors – and how we’re positioning into 2024.

During the episode, Sonja Laud, LGIM’s CIO, is joined by Howie Li, Global Head of Index &amp; ETFs; Will Riley, Head of Solutions; and Chris Jeffery, Head of Rates &amp; Inflation Strategy. The speakers discuss:

The most potent insights from our 2024 CIO ...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
34m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1702559183" data-format="short_date">Dec 14, 2023</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">
34m
</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/8411894-what-will-2024-bring-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
299: What will 2024 bring? Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In the last episode of Market Talk for the year, Ben Bennett looks at how fixed income might pan out in a recessionary macroeconomic environment. With US elections on the horizon, how might markets react to a change of president? And given its depressed performance in 2023, where next for China’s stock market in the year of the Wood Dragon?

This episode is hosted by Frances Watson, Content Man...
</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="1701936000" data-format="short_date">Dec 07, 2023</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/8409565-will-illiquid-investments-help-or-hinder-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
298: Will illiquid investments help or hinder DC pensions?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Illiquid assets may be the talk of the DC town right now, but how can we use them to help maximise long-term returns for members, mitigate potential risks and align them with ESG considerations? And do DC pension members even want them included in their fund defaults?

John Roe, LGIM’s Head of Multi-asset Funds, and Jesal Mistry, Head of DC Investment, explain.

This podcast is moderated by Hea...
</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="1701427251" data-format="short_date">Dec 01, 2023</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/8408504-what-does-the-term-cashflow-driven-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
297: What does the term ‘cashflow-driven investing’ actually mean?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Although many schemes have seen their funding positions improve steadily in recent years and endgame is on the horizon, all defined benefit (DB) schemes still need to pay pensions as they fall due. In this light there’s continued focus on cashflow-driven investing (CDI) and also ‘barbell’ strategies.

But what do these terms really mean? What’s the right balance between cashflow-driven and ‘bar...
</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="1701331200" data-format="short_date">Nov 30, 2023</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
</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/8406664-cop28-what-to-watch-for"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
296: COP28: What to watch for
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
With the earth on track for its hottest year on record, and the COP28 summit due to open later in November, we’ve devoted this month’s CIO call to climate change.

During the episode, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Nick Stansbury, Head of Climate Solutions; and Stephen Beer, a senior manager within our Investment Stewardship team. The speakers discuss:

What we expect...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
36m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1701076650" data-format="short_date">Nov 27, 2023</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">
36m
</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/8401114-us-cpi-oil-and-the-magnificent-seven-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
295: US CPI, oil and the ‘Magnificent Seven’ – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Is the recent rally in bonds and equities, on the back of the latest US CPI numbers, wholly justified? And why is the oil price relatively subdued? Furthermore, what’s behind the differential in valuations between US and China technology shares? Ben Bennett, Investment Strategist APAC, explains all.

This podcast was hosted by Frances Watson, Content Manager.

All data is sourced from Eikon as ...
</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="1700121600" data-format="short_date">Nov 16, 2023</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/8397852-are-companies-really-making-progress-on-esg"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
294: Are companies really making progress on ESG?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Ahead of the publication of a major study of long-term ESG trends, LGIM’s Head of Index Solutions Fadi Zaher discusses the biggest findings from the research. Overall, it’s a positive story, with the global aggregate ESG score rising significantly over the past 14 years. However, there are also some significant differences between different regions, sectors and ESG themes, which reveal a comple...
</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="1699518611" data-format="short_date">Nov 09, 2023</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/8394221-what-ai-means-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
293: What AI means for investors
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
The explosive launch of ChatGPT in late 2022 highlighted the immense potential of artificial intelligence. In our latest CIO call, we discuss the implications for investors from the technology ushering in a new industrial revolution.

During the episode, Sonja Laud, LGIM’s CIO, is joined by Aanand Venkatramanan, Head of ETFs, EMEA; and Robert White, Fund Manager within our Active Strategies tea...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
36m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1698916598" data-format="short_date">Nov 02, 2023</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">
36m
</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/8390571-higher-yields-china-stimulus-and-singapore-bound-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
292: Higher yields, China stimulus and Singapore bound – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this episode, Ben Bennett, Investment Strategist APAC, explains what’s behind the lurch higher in bond yields and how that’s impacting other asset classes. He also explains why, this time, China stimulus may be more impactful than usual and reveals what’s behind his upcoming trip to Singapore.

This episode is hosted by Frances Watson, Content Manager.

All data is sourced from Eikon as at 2...
</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="1698308619" data-format="short_date">Oct 26, 2023</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/8386335-how-could-uk-real-estate-perform-after-repricing"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
291: How could UK real estate perform after repricing?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
This week LGIM Talks sits down with Bill Page, Head of Real Estate Research at LGIM Real Assets.

As in many markets, British real estate has been undergoing a brutal period of repricing.

But could the UK be closer to the end of this process than other countries?

As the return to the office either gathers pace or stalls, depending on who you consult, we discuss the structural factors that cou...
</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="1697698800" data-format="short_date">Oct 19, 2023</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/8383988-spotlight-on-strategic-bonds-strategies"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
290: Spotlight on strategic bonds strategies 
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this episode, LGIM fund managers Matthew Rees and Francis Chua discuss the evolution of strategic bond strategies and what’s in store in the future, with Mat providing insight on how he runs his portfolio, and Francis sharing his thoughts as a fund selector.

This episode was recorded on 12 October 2023.

For professional investors only.
</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="1697203393" data-format="short_date">Oct 13, 2023</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/8378505-bond-jitters-heightened-vol-crowding-out-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
289: Bond jitters, heightened vol, crowding out – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Against a background of heightened volatility and bond market jitters, in this episode, Ben Bennett, discusses the possible reasons behind the sharp rise in bond yields over the past few days, the rising cost of borrowing, and the crowding out effect of higher bond yields on credit and equities.

This episode is hosted by Frances Watson, Content Manager, and was recorded before the ADP jobs rep...
</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="1696489200" data-format="short_date">Oct 05, 2023</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/8375368-what-do-higher-for-longer-rates-mean-for-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
288: What do ‘higher for longer’ rates mean for markets?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Following a momentous month for central banks, Sonja Laud, LGIM’s CIO, discusses with her expert panel whether we’ve reached peak interest rates and what to expect from markets into year end, with a focus on the outlook for the US.

Sonja is joined by Jason Shoup, CIO at LGIM America, and Tim Drayson, LGIM’s Head of Economics. The panel also discusses:

What to watch for in the run-up to the 20...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
40m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1695910485" data-format="short_date">Sep 28, 2023</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">
40m
</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/8371322-positively-charged-lithium-and-the-electric-vehicle-revolution"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
287: Positively charged: lithium and the electric vehicle revolution
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Batteries have a critical role to play in the transition to net zero, with the rapid rise of electric vehicles demonstrating how far the technology has evolved in just a few years.

Head of Pooled Index Strategy Michael Stewart and ETF Analyst Elisa Piscopiello discuss the highlights from their new white paper: The battery value-chain: how batteries and lithium are powering the energy transitio...
</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="1695291523" data-format="short_date">Sep 21, 2023</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/8367143-stagflation-japan-and-typhoons-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
286: Stagflation, Japan and typhoons  - Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
With China experiencing deflation, and as Europe starts to encounter sticky inflation and slowing growth, is the US the only bright spot in the global economy right now? Is the curtain finally falling on the era of negative interest rates in Japan? And has Hong Kong become the latest victim of climate change? Ben Bennett, Investment Strategist APAC, explains all.

This episode was hosted by Fra...
</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="1694678660" data-format="short_date">Sep 14, 2023</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/8365277-how-lgim-votes-lifting-the-lid-on-agm-season"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
285: How LGIM votes: lifting the lid on AGM season
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
With AGM season wrapped up for companies around the world, our Investment Stewardship experts discuss how LGIM voted on key issues in 2023.

LGIM’s Investment Stewardship team exercises voting rights globally across our active and index strategies, holding companies to account on the ESG issues that matter most to our clients.

So, what was top of the agenda for investors in 2023? And how can L...
</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="1694433011" data-format="short_date">Sep 11, 2023</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/8363591-in-conversation-with-andrzej-pioch"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
284: In Conversation with… Andrzej Pioch
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
To celebrate 10 years of LGIM’s Multi-Index strategies, we catch up with fund manager Andrzej Pioch who shares his career story, achievements and lessons learnt over the past decade, and hopes for a more inclusive industry as co-chair of the L&amp;GBT Allies Network.

For professional investors only. Capital at risk.
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
26m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1694077323" data-format="short_date">Sep 07, 2023</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">
26m
</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/8361889-us-jobs-data-chinese-equities-and-high-yield"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
283: US jobs data, Chinese equities and high yield
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Why were investors happy with the latest US jobs data? Have we reached ‘peak pessimism’ in terms of Chinese equities? And what are generous yields in the high-yield bond space telling us? Ben Bennett explains all.

This episode was hosted by Frances Watson, Content Manager.

All data is sourced from Eikon as at 01 September 2023 unless otherwise stated.

For professional investors only. Capital...
</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="1693836965" data-format="short_date">Sep 04, 2023</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/8360824-biodiversity-and-why-we-haven-t-hit-peak-esg-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
282: Biodiversity and why we haven’t hit ‘peak ESG’ – the CIO call
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Why does biodiversity loss pose material risks to investors – and what are we at LGIM doing about them?

In our latest CIO call, hosted by Sonja Laud, LGIM’s Chief Investment Officer, we answer this question as Lewis Pugh, UNEP Patron of the Oceans and LGIM’s global partner, swims (https://protect-eu.mimecast.com/s/zdH2CQ02xc6qW4KHxOXWF?domain=lgimblog.com/) the length of the Hudson river to hi...
</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="1693565801" data-format="short_date">Sep 01, 2023</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/8358408-the-power-of-partnerships-endgame-solutions-and-pension-risk-transfer"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
281: The power of partnerships: Endgame Solutions and Pension Risk Transfer
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this latest edition of LGIM Talks we take a road trip over to our partners in Legal &amp; General’s Pension Risk Transfer (PRT) business, where Roshni Sakaria, Actuarial Manager, LGRI, welcomes Adrian Somerfield, Director, PRT, and Mat Webb, Head of Endgame Solutions, LGIM, who discuss how our PRT and investment management businesses work together to support schemes and explore the benefits of p...
</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="1693313677" data-format="short_date">Aug 29, 2023</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/8345419-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
280: 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 late 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">
1m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1691650800" data-format="short_date">Aug 10, 2023</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">
1m
</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/8344488-us-rating-downgrade-uk-rates-and-a-raft-of-data-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
279: US rating downgrade, UK rates and a raft of data  - Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this episode, Ben Bennett talks through the implications of the recent downgrade in US sovereign debt, further rate tightening from the UK and elsewhere and the reasons behind China’s equity rally.

All data sourced from Eikon as at 01 August 2023.

This episode was hosted by Frances Watson, Content Manager and was recorded on 02 August 2023.
</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="1691052112" data-format="short_date">Aug 03, 2023</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/8341136-uk-interest-rate-rises-what-do-they-mean-for-individuals-businesses-and-house-prices"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
278: UK interest rate rises – what do they mean for individuals, businesses and house prices?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Having been the first major developed world central bank to raise interest rates in the aftermath of the COVID-19 pandemic, the last 18 months have seen the Bank of England deliver 13 consecutive interest rates rises, from 0.1% to today’s rate of 5%. In this latest edition of LGIM Talks our Global Economist, James Carrick, discusses the steep rise in UK interest rates and the potential implicat...
</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="1690445713" data-format="short_date">Jul 27, 2023</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
</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/8337615-quality-time-what-are-quality-equities-and-how-can-investors-gain-exposure"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
277: Quality time: what are quality equities, and how can investors gain exposure?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
ETF Analyst Elisa Piscopiello explains how quality is defined in systematic investment strategies, and how portfolios can be constructed to capture quality companies.

This podcast is hosted by Harry Brooks, Content Manager.

All data sourced from Bloomberg as at July 2023 unless otherwise stated.

For professional investors only. Capital at risk.
</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="1689836349" data-format="short_date">Jul 20, 2023</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/8334399-inflation-prints-fiscal-rules-and-the-g20-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
276: Inflation prints, fiscal rules and the G20 – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Is the latest US CPI print a potential game changer for investors? Why aren’t credit spreads pricing in more recession risk? And why do Eurozone countries need to restore their fiscal rules? Chris Jeffery, LGIM’s Head of Rates and Inflation Strategy explains all.

This podcast is hosted by Frances Watson, Content Manager.

For professional investors only. Capital at risk.
</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="1689261999" data-format="short_date">Jul 13, 2023</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/8328461-public-and-private-credit-the-cio-outlook"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
275: Public and private credit: the CIO outlook
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Sonja Laud, LGIM’s Chief Investment Officer, and fellow experts in the field of public and private credit, discuss implications for asset classes against the backdrop of an investment world characterised by a rising risk-free rate.  Other topics covered include the question of illiquidity in private markets, attitudes to risk, the limited extent to which fixed income can be protected from the r...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
36m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1688569387" data-format="short_date">Jul 05, 2023</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">
36m
</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/8325069-artificial-intelligence-investing-and-you"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
274: Artificial intelligence, investing, and you
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
The last six months have seen an explosion of interest in artificial intelligence, with excitement around the technology almost single-handedly driving a rally in the S&amp;P 500.

Where could this exciting new technology be taking us? What do investors need to know about its potential? And how can we distinguish between hype and actionable insights?

To find out, this week we sit down with Nelson ...
</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="1688022000" data-format="short_date">Jun 29, 2023</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/8322465-from-headaches-to-hedges-the-role-of-an-asset-allocator"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
273: From headaches to hedges: the role of an asset allocator
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
With major asset classes no longer positively correlated, has calm been restored for the asset allocator? Or is persistent inflation still the cause of major headaches? And given the volatility in bonds, should investors be redefining the term safe haven? Chris Teschmacher, Fund Manager, Asset Allocation, gives us his thoughts.

This episode is hosted by Frances Watson, Content Manager.

All da...
</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="1687506388" data-format="short_date">Jun 23, 2023</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/8317781-lgim-s-seventh-climate-impact-pledge"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
272: LGIM’s seventh Climate Impact Pledge
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
LGIM’s Climate Impact Pledge is our promise to help investee companies tackle climate change and transition to a low-carbon economy. Our approach combines positive engagement with voting sanctions and divestment.

In our seventh Pledge, we’ve raised our expectations. We’ve covered more companies than ever in our quantitative assessment, and delved into greater depth than before in our direct en...
</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="1686811966" data-format="short_date">Jun 15, 2023</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/8312064-us-tightening-china-easing-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
271: US tightening, China easing - Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Why is the US having to withdraw liquidity from the system? But why have the Chinese authorities taken to targeted stimulus? What’s the oil price and yield curve telling us that equities aren’t? And why the differential between US tech stocks and their Chinese counterparts? Ben Bennett, Investment Strategist APAC, explains all.

This podcast was hosted by Frances Watson, Content Manager.

For p...
</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="1686045600" data-format="short_date">Jun 06, 2023</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/8310447-real-assets-reset-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
270: Real assets reset – the CIO call
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this month’s call, Sonja Laud, LGIM’s Chief Investment Officer, outlines the next focus areas for investors going into the second half of 2023 in light of the recent agreement being reached on the raising of the US debt ceiling.

Other key topics include the implications of a slowing Chinese economy, the state of the UK commercial real estate market and the risks and rewards of allocating in...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
36m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1685631909" data-format="short_date">Jun 01, 2023</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">
36m
</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/8305254-debt-ceiling-faangs-and-football-pitches-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
269: Debt ceiling, FAANGs and football pitches  - Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Against a backdrop of somewhat quieter markets, we ask what are short-term Treasuries telling us about debt ceiling negotiations? What’s behind the strong performance of US technology stocks? And why does China need to revitalise its property sector? Ben Bennett explains all.

This episode is hosted by Frances Watson, Content Manager.

All data sourced from Eikon as at 22 May.

For professional...
</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="1684834161" data-format="short_date">May 23, 2023</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/8302497-spotlight-on-european-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/40351580/75x75/c 75w, https://audioboom.com/i/40351580/150x150/c 150w, https://audioboom.com/i/40351580/300x300/c 300w, https://audioboom.com/i/40351580/600x600/c 600w, https://audioboom.com/i/40351580/1400x1400/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/40351580/1400x1400/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">
268: Spotlight on European credit
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
With bonds and equities falling in tandem, 2022 was an exceptional year for the financial markets. As we approach 2023’s halfway point, have we returned to ‘normal’? And what does the recent volatility in the banking sector mean for investors in European fixed income assets?

Andrew Lowry, European Content Manager, sits down with LGIM’s Head of Euro Credit Marc Rovers to find out.
</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="1684341528" data-format="short_date">May 17, 2023</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/8298517-blog-on-the-pod-is-water-the-most-overlooked-natural-resource"><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/40351580/75x75/c 75w, https://audioboom.com/i/40351580/150x150/c 150w, https://audioboom.com/i/40351580/300x300/c 300w, https://audioboom.com/i/40351580/600x600/c 600w, https://audioboom.com/i/40351580/1400x1400/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/40351580/1400x1400/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">
267: Blog on the pod: is water the most overlooked natural resource?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
It’s easy to take clean running water for granted, but climate change, population growth and infrastructure failings mean demand will increasingly outstrip supply. Elisa Piscopiello, ETF Analyst at LGIM, explains the role of technology in addressing the problem, and shares some water-saving tips to use at home.

This podcast is hosted by Harry Brooks, Content Manager.

All data is from Eikon as...
</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="1683788400" data-format="short_date">May 11, 2023</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/8295263-central-bank-deluge-china-and-coronation-quiche-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
266: Central bank deluge, China and coronation quiche  - Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Against a background of macroeconomic uncertainty, are central bankers right to hike interest rates? Is China’s post-COVID recovery still on track? And what’s the verdict on the coronation quiche? Ben Bennett, Investment Strategist APAC, explains all.

This call is hosted by Frances Watson, Content Manager.

All data is sourced from Eikon as at 03 May 2023.

For professional investors only. Cap...
</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="1683202302" data-format="short_date">May 04, 2023</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/8286698-active-ownership-in-action"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
265: Active ownership in action
</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 12th annual Active Ownership report, we discuss the depth and breadth of our work in 2022 on the issues of deforestation, biodiversity, cybersecurity and the effect of climate change on real assets, while also discussing what’s front of mind for 2023.

Panellists include:
Michael Marks, Head of Investment Stewardship and Responsible Investment Integration
A...
</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="1682415000" data-format="short_date">Apr 25, 2023</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/8284752-exploring-emerging-markets-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
264: Exploring emerging markets – the CIO call
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
For this month’s call, CIO Sonja Laud is joined by two experts for an in-depth discussion on emerging market debt and equities. As the growth differential between emerging market and developed market economies stands at its highest level for ten years, the panel also discusses the need for investors to focus on the structural implications of the rapid shift in wealth from the West to the East.
...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
32m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1681992239" data-format="short_date">Apr 20, 2023</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">
32m
</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/8280712-us-employment-china-credit-and-gold-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/40351580/75x75/c 75w, https://audioboom.com/i/40351580/150x150/c 150w, https://audioboom.com/i/40351580/300x300/c 300w, https://audioboom.com/i/40351580/600x600/c 600w, https://audioboom.com/i/40351580/1400x1400/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/40351580/1400x1400/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">
263: US employment, China credit and gold – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
What are the latest jobs data telling us about the state of the US economy? How will US core inflation numbers shape Fed thinking? What’s behind the recent uptick in China’s credit growth? And why is the price of gold within touching distance of a new high? Ben Bennett explains all.

All data sourced from Eikon as at 11 April 2023 unless otherwise stated. This episode was recorded before the re...
</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="1681375373" data-format="short_date">Apr 13, 2023</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/8275962-what-does-the-term-buyout-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
262: What does the term ‘buyout’ actually mean?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
With the backdrop of rising interest rates leading to lower pension scheme liabilities on average, many schemes have seen their funding positions improve steadily in recent years. As a result, we are hearing increasing talk of the terms ‘buyout’ and ‘buy-in’ in the world of defined benefit pensions.

But what do these terms really mean? And how can schemes prepare for buyout?  Lisa Purdy, LGIM’...
</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="1680695561" data-format="short_date">Apr 05, 2023</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
</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/8271349-central-banks-jittery-markets-and-climate-scenarios-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
261: Central banks, jittery markets and climate scenarios – the CIO call
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
After two unscheduled CIO calls on developments in the banking sector, we return with a regular episode to take stock of the investment landscape, with a focus on the interplay between policymaking, economic growth and market pricing.

During the call, which is hosted by LGIM’s CIO, Sonja laud, we also touch on an important piece of proprietary research into long-term climate scenarios – and wh...
</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="1680015839" data-format="short_date">Mar 28, 2023</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/8269604-a-balanced-view-of-banking-developments-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
260: A balanced view of banking developments – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
The last couple of weeks have seen investor nerves somewhat shredded. But why have equities proved more resilient than credit? And have central bankers done enough to restore confidence in the banking system, or will there be more casualties to come? Ben Bennett calmy outlines his thoughts.

This episode is hosted by Frances Watson, Content Manager.

All data is sourced from Eikon as at 23 Marc...
</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="1679675663" data-format="short_date">Mar 24, 2023</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>
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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/8267516-banks-bondholders-and-the-macro-outlook"><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/40351580/75x75/c 75w, https://audioboom.com/i/40351580/150x150/c 150w, https://audioboom.com/i/40351580/300x300/c 300w, https://audioboom.com/i/40351580/600x600/c 600w, https://audioboom.com/i/40351580/1400x1400/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/40351580/1400x1400/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">
259: Banks, bondholders and the macro outlook
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
 We’ve held a second live webinar to discuss ongoing pressure on banks worldwide, underscored by the takeover of Credit Suisse* by UBS, which raises questions about the health of the sector, the treatment of bondholders and the global economic outlook.

 This episode is a recording of that webinar with our clients, which took place on 17 March and was hosted by Sonja Laud, LGIM’s Chief Investme...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
36m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1679410809" data-format="short_date">Mar 21, 2023</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">
36m
</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/8265736-banking-sector-stress-what-do-investors-need-to-know"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
258: Banking sector stress – what do investors need to know?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
We’ve held a special live webinar with our clients to discuss the pressure on the global banking sector – and on European lenders in particular – following the closure of SVB, the biggest US bank failure since 2008.

This episode is a recording of that webinar, which was hosted by Sonja Laud, LGIM’s Chief Investment Officer, on 17 March.

Sonja was joined by Colin Reedie, Head of Active Strateg...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
46m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1679064333" data-format="short_date">Mar 17, 2023</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">
46m
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</div>
</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/8264262-blog-on-the-pod-how-the-market-found-a-home-for-orphan-drugs"><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/40351580/75x75/c 75w, https://audioboom.com/i/40351580/150x150/c 150w, https://audioboom.com/i/40351580/300x300/c 300w, https://audioboom.com/i/40351580/600x600/c 600w, https://audioboom.com/i/40351580/1400x1400/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/40351580/1400x1400/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">
257: Blog on the pod: how the market found a home for orphan drugs
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Innovative treatments are needed for those affected by rare conditions, but how do the economics stack up given the huge costs involved? Elisa Piscopiello, ETF Analyst at LGIM, explains how government incentives are helping to finance the development of life-changing medicines.

This podcast is hosted by Harry Brooks, Content Manager.

All data is from Eikon as at 28 February 2023 unless otherw...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
13m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1678953600" data-format="short_date">Mar 16, 2023</span></span>
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13m
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<a class="text-decoration-none" href="/posts/8259818-curve-inversion-credit-and-china"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
256: Curve inversion, credit and China
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
With inflation as sticky as it is, bond yields are on the rise. But why isn’t credit following suit? And is China’s growth forecast for 2023 enough to avoid a potential worldwide recession? Ben Bennett explains all.

This podcast is hosted by Frances Watson, Content Manager, and was recorded before Jay Powell’s congressional testimony.

All data is from Eikon as at 07 March 2023 unless otherwis...
</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="1678275640" data-format="short_date">Mar 08, 2023</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">
17m
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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/8256812-japan-dancing-to-a-different-tune"><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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
255: Japan – dancing to a different tune? 
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
While Western economies continue to keep interest rates at elevated levels, it seems Japan’s fiscal expansion knows no bounds. So what’s behind the country’s fiscal largesse and what effect may this have on its consumers and company earnings? Chris Teschmacher, Fund Manager on the Asset Allocation team, gives us his take on all things Japanese.

This episode is hosted by Frances Watson, Content...
</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="1677773698" data-format="short_date">Mar 02, 2023</span></span>
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22m
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<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/8252172-ukraine-geopolitical-risk-and-mispriced-markets-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/40285347/75x75/c 75w, https://audioboom.com/i/40285347/150x150/c 150w, https://audioboom.com/i/40285347/300x300/c 300w, https://audioboom.com/i/40285347/600x600/c 600w, https://audioboom.com/i/40285347/1400x1400/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/40285347/1400x1400/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">
254: Ukraine, geopolitical risk and mispriced markets – the CIO call
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
A year after Russia’s invasion of Ukraine, Sonja Laud, LGIM’s Chief Investment Officer, discusses what investors have learned about geopolitical risk and its interplay with markets in the wake of the tragic conflict that continues to this day.

Sonja is joined by Will Riley, Head of Solutions, and Ed Wicks, Head of Trading. The panel also cover:

Whether markets are mispricing the macroeconomic...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
32m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1677156267" data-format="short_date">Feb 23, 2023</span></span>
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</div>
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32m
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