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<a class="text-decoration-none" href="/posts/8040406-when-geopolitics-and-inflation-collide"><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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/c" />
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202: When geopolitics and inflation collide
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The conflict in Ukraine is moving markets worldwide, driving the oil price to its highest level in more than seven years. But what does this mean for investors, and how might it impact inflation globally, when the cost of living is already rising? In this episode, we explain why it is dangerous to get caught up in any particular inflation story, and why we believe that global inflation – led by...
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
43m
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&bull;
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<span><span class="js-time" data-epochtime="1646215818" data-format="short_date">Mar 02, 2022</span></span>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
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43m
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<a class="text-decoration-none" href="/posts/8037917-ukraine-conflict-implications-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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/c" />
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201: Ukraine conflict: Implications for investors
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The conflict in Ukraine is moving markets worldwide. So we’re sharing with our podcast listeners the recording of a live client call we held on Thursday with our CIO, Sonja Laud, and experts from across LGIM on what the developing situation means for investors. Sonja was joined by:

 

Howie Li, Global Head of Index and ETFs

Ed Wicks, Head of Trading

Emiel van den Heiligenberg, Head of Asset ...
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
29m
</span>
<span class="d-sm-none">
&bull;
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<span><span class="js-time" data-epochtime="1645789119" data-format="short_date">Feb 25, 2022</span></span>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
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29m
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<hr class="mvn mhs text-black-50 opacity-25">
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<a class="text-decoration-none" href="/posts/8036683-geopolitical-tensions-bruised-bonds-and-rising-inflation-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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
200: Geopolitical tensions, bruised bonds and rising inflation – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this fortnightly episode of Market Talk, Ben Bennett, LGIM’s Head of Investment Strategy and Research, looks at the market implications of escalating Russia-Ukraine tensions, fresh inflation data and declines in fixed-income assets.

 

The episode is hosted by Max Julius, Head of Content, and was recorded today.

 

Follow us on LinkedIn (https://protect-eu.mimecast.com/s/FNkZCZVoKu5qvZQFPf...
</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;
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<span><span class="js-time" data-epochtime="1645626829" data-format="short_date">Feb 23, 2022</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">
12m
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8033899-global-inflation-how-worried-should-we-be"><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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
199: Global inflation – how worried should we be?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this short podcast, our Global Economist James Carrick, takes a brief look at the causes behind global inflation, its differing effects on consumers and the various implications for economic growth.

 

This podcast is hosted by Frances Watson.
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
15m
</span>
<span class="d-sm-none">
&bull;
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<span><span class="js-time" data-epochtime="1645178129" data-format="short_date">Feb 18, 2022</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">
15m
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8029201-central-bank-surprises-and-credit-investing-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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
198: Central bank surprises and credit investing – 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 CIO call, Sonja Laud, LGIM’s chief investment officer, discusses how the hawkish shift in monetary policy is reverberating across markets, with a focus on public and private credit. Sonja is joined by:

 

Nicholas Bamber, Head of Private Credit, LGIM Real Assets

Mark Benstead, Head of Pan European Credit

 

The episode is hosted by Max Julius, Head of Content, and was recorde...
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<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="1644513232" data-format="short_date">Feb 10, 2022</span></span>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
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35m
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8023785-in-conversation-with-rita-butler-jones"><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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
197: In conversation with Rita Butler-Jones
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
From her early days of excelling on the netball court, and singing in Gilbert and Sullivan’s operettas, to navigating the defined contribution pension landscape, Rita Butler-Jones, Co-Head of DC Pensions, takes us on her own very personal journey; explaining how she landed in the world of pensions and her plans for DC at LGIM.

 

This episode is hosted by Eliza Grimond.
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
23m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1643868000" data-format="short_date">Feb 03, 2022</span></span>
</div>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
23m
</div>
</div>
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8022195-chinese-new-year-special-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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
196: Chinese New Year Special – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
As China prepares to enter a new lunar year, Ben Bennett, Head of Investment Strategy and Research gives us a deep dive into Chinese equities, bonds, property and sketches the likely outlook for Chinese growth from his Hong Kong base.  

 

This episode was hosted by Frances Watson.
</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="1643641070" data-format="short_date">Jan 31, 2022</span></span>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
15m
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8019628-tech-turmoil-and-fighting-thematic-foji"><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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
195: Tech turmoil and fighting thematic FOJI
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
It has been a difficult start to the year for many tech stocks. In this episode, we look through the present volatility to examine the broader relationship between valuations and growth themes. Seemingly high starting price-to-earnings ratios haven’t seemed to deter investors’ fear of missing out (FOMO) in the past, but should they lead to a fear of joining in (FOJI) today? LGIM’s ETF analyst E...
</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="1643266800" data-format="short_date">Jan 27, 2022</span></span>
</div>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
18m
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8018063-bond-tantrums-and-equity-market-corrections-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/38861196/75x75/c 75w, https://audioboom.com/i/38861196/150x150/c 150w, https://audioboom.com/i/38861196/300x300/c 300w, https://audioboom.com/i/38861196/600x600/c 600w, https://audioboom.com/i/38861196/1400x1400/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/38861196/1400x1400/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">
194: Bond tantrums and equity market corrections – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Bond yields are grinding higher and volatility has returned to global stock markets. So what’s driving the changing narrative and what can we expect to glean from this week’s all-important US Federal Reserve meeting? Ben Bennett, Head of Investment Strategy and Research, explains.

 

This episode is hosted by Frances Watson.
</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="1643035014" data-format="short_date">Jan 24, 2022</span></span>
</div>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
12m
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8014097-rising-us-bond-yields-tech-woes-and-a-china-rate-cut-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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
193: Rising US bond yields, tech woes and a China rate cut – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
As the Federal Reserve prepares to push the button on US interest rates, Ben Bennett, head of investment strategy and research looks at the implications of rising US bond yields on the technology sector. And while the US is in a rate-tightening cycle, the latest easing measure from China comes amid renewed problems in the country’s property sector.

 

This episode is hosted by Frances Watson.
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
14m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1642430914" data-format="short_date">Jan 17, 2022</span></span>
</div>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
14m
</div>
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/8012335-cio-call-special-are-we-entering-another-roaring-twenties"><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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
192: CIO call special: Are we entering another Roaring Twenties?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this month’s special edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, discussed the macro and market outlook this year, with a focus on the balancing act faced by central bankers in light of resurgent inflation. Sonja was joined by:

 

Colin Reedie, Head of Active Strategies

Tim Drayson, Head of Economics

 

The episode was hosted by Max Julius, Head of Content, and w...
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<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;
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<span><span class="js-time" data-epochtime="1642081625" data-format="short_date">Jan 13, 2022</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">
26m
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<hr class="mvn mhs text-black-50 opacity-25">
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<a class="text-decoration-none" href="/posts/8008251-what-does-net-zero-mean-to-you-lcp"><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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
191: What does net zero mean to you: LCP
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In our final episode of our mini-series, join Lindsey Bass and Laura Brown as they interview Claire Jones and Dan Mikulskis from LCP, pulling apart the threads of what net zero really means to them.

 

Participants:

Claire Jones, Partner and Head of Responsible Investment, LCP

Dan Mikulskis, Partner, LCP

Lindsey Bass, Head of UK Consultant Relations, LGIM

Laura Brown, Head of Client Soluti...
</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="1641470400" data-format="short_date">Jan 06, 2022</span></span>
</div>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
26m
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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/7998993-ldi-outlook-inflation-focus"><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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
190: LDI Outlook: Inflation focus
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
As inflation continues to hit the headlines, we discuss the challenges and questions that DB pension portfolios are likely to face in 2022, and what we expect from markets.

SPEAKERS: 
Lindsey Bass, Head of UK Consultant Relations
Emma Rayner, Senior Solutions Distribution Manager
Chris Jeffery, Strategist, Asset Allocation
Guy Whitby-Smith, Head of Solutions Portfolio Management, LDI
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
27m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1639983600" data-format="short_date">Dec 20, 2021</span></span>
</div>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
27m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/7997442-cio-outlook-how-we-re-tackling-2022"><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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
189: CIO outlook: How we’re tackling 2022
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this year’s final edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, discussed the themes likely to dominate markets next year and other insights from our 2022 outlook. Sonja was joined by:

 

Will Riley, Head of Solutions

Emiel van den Heiligenberg, Head of Asset Allocation

 

The episode was hosted by Max Julius, Head of Content, and was recorded on 15 December.

 

F...
</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="1639583709" data-format="short_date">Dec 15, 2021</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/7994813-real-assets-2022-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/38728972/75x75/c 75w, https://audioboom.com/i/38728972/150x150/c 150w, https://audioboom.com/i/38728972/300x300/c 300w, https://audioboom.com/i/38728972/600x600/c 600w, https://audioboom.com/i/38728972/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d5; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38728972/1400x1400/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">
188: Real assets 2022 outlook
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
The search for yield, diversification, cashflow and secure income have all changed the way investors consider real assets in their portfolios. But what are the main factors driving the asset class? And what will 2022 bring?

Guests:

Rob Martin, Director, Strategy &amp; ESG

Lushan Sun, Private credit research manager

 

This episode is hosted by Frances Watson.

 

Research referred to around the...
</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="1639131974" data-format="short_date">Dec 10, 2021</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/7992585-looking-back-on-2021-and-looking-forward-to-2022-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/38716840/75x75/c 75w, https://audioboom.com/i/38716840/150x150/c 150w, https://audioboom.com/i/38716840/300x300/c 300w, https://audioboom.com/i/38716840/600x600/c 600w, https://audioboom.com/i/38716840/1400x1400/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/38716840/1400x1400/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">
187: Looking back on 2021 and looking forward to 2022 – 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 2021, Ben Bennett, Head of Investment Strategy and Research takes a look back at financial markets in 2021 – what stood out for him and what surprised him the most. He also explains what key themes might dominate markets in 2022.

 

This episode is hosted by Frances Watson.
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<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
14m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1638888356" data-format="short_date">Dec 07, 2021</span></span>
</div>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
14m
</div>
</div>
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/7990514-what-does-net-zero-mean-to-you-brunel"><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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
186: What does net zero mean to you: Brunel
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In our third podcast on the theme of “what does net zero mean to you?”, we discuss climate targets and topics with David Vickers from Brunel.

 

Speakers:

Guest: David Vickers, Chief Investment Officer at Brunel Pension Partnership

Lindsey Bass, Head of UK Consultant Relations

Laura Brown, Head of Client Solutions
</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="1638532727" data-format="short_date">Dec 03, 2021</span></span>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
26m
</div>
</div>
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/7990002-lgim-looks-back-at-a-tricky-year-for-fixed-income-and-the-2022-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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
185: LGIM looks back at a tricky year for fixed income and the 2022 outlook
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Why didn’t credit markets behave the way the textbooks said they would at a time when inflation jumped? How will the oil price affect how emerging-market bonds behave? And how late are we in the cycle? In this episode, LGIM’s Raza Agha, head of emerging market credit strategy, and Matthew Rees, head of global bond strategy, explain all and assess the likely challenges, and potential “black swan...
</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="1638467090" data-format="short_date">Dec 02, 2021</span></span>
</div>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
18m
</div>
</div>
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/7987765-omicron-m-a-activity-and-oil-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<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">
184: Omicron, M&amp;A activity and oil - Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
How will the new COVID variant impact financial markets? What is an uptick in M&amp;A activity telling us? And where next for the oil price?

Ben Bennett, Head of Investment Strategy and Research explains all in the latest episode of Market Talk.

 

This episode is hosted by Frances Watson.
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
14m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1638193214" data-format="short_date">Nov 29, 2021</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
14m
</div>
</div>
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</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/7984326-us-thanksgiving-european-covid-restrictions-and-the-growth-vs-value-trade-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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
183: US Thanksgiving, European COVID restrictions and the growth vs value trade – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
With the US consumer in good spirits, will the Fed have to taper more quickly than first thought? And with renewed COVID restrictions in Europe what are the implications for European value stocks? Ben Bennett, Head of Investment Strategy and Research explains all.

 

This episode is hosted by Frances Watson.
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
14m
</span>
<span class="d-sm-none">
&bull;
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<span><span class="js-time" data-epochtime="1637596718" data-format="short_date">Nov 22, 2021</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
14m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/7982362-cio-call-special-what-does-cop26-mean-for-investors"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<img srcset="https://audioboom.com/i/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
182: CIO call special: What does COP26 mean for investors?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this month’s special edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, examined the implications for investors of this month’s global climate summit, in a live webinar with clients. Sonja was joined by:

 

Shuen Chan, Head of ESG, LGIM Real Assets

Madeleine King, Co-Head of Global Investment Grade Research

 

The episode was hosted by Max Julius, Head of Content, and w...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
33m
</span>
<span class="d-sm-none">
&bull;
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<span><span class="js-time" data-epochtime="1637234718" data-format="short_date">Nov 18, 2021</span></span>
</div>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
33m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/7980425-an-early-santa-rally-emerging-market-bonds-and-news-on-the-fed-chair-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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
181: An early Santa rally, emerging market bonds and news on the Fed chair – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Strong corporate earnings have propelled equity markets higher and the US dollar is rallying in sympathy. But what does that mean for emerging market debt? And will Jay Powell stay at the Federal Reserve helm or be replaced? Ben Bennett, Head of Investment Research and Strategy, explains all.

 

This episode is hosted by Frances Watson.
</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="1636995204" data-format="short_date">Nov 15, 2021</span></span>
</div>
</div>
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<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
13m
</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/7977986-what-does-net-zero-mean-to-you-its"><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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
180: What does net zero mean to you: ITS
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In our second podcast on the theme of “what does net zero mean to you?”, we discuss climate targets and topics with Tegs Harding from Independent Trustee Services.

 

Speakers:

Guest: Tegs Harding, Director, Independent Trustee Services

Lindsey Bass, Head of UK Consultant Relations

Laura Brown, Head of Client Solutions
</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="1636642723" data-format="short_date">Nov 11, 2021</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/7975814-a-dovish-fed-strong-us-payrolls-and-china-s-rising-covid-caseloads-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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
179:  A dovish Fed, strong US payrolls and China’s rising COVID caseloads – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Strong US payrolls and still the US Federal Reserve retains a patient stance, while China witnesses the emergence of new COVID cases and renewed lockdowns. Ben Bennett, Head of Investment Strategy and Research, explains all in the latest episode of Market Talk.

 

This episode is hosted by Frances Watson.
</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="1636391449" data-format="short_date">Nov 08, 2021</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/7971757-hawkish-central-banks-bouyant-equities-and-rising-wages-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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
178: Hawkish central banks, bouyant equities and rising wages – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
The end of extreme monetary policy may be approaching but equity markets remain buoyant. So, what’s driving them and could it all change? Ben Bennett, Head of Investment Strategy and Research, explains all in his latest podcast.

 

This episode is hosted by Frances Watson.
</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="1635854400" data-format="short_date">Nov 02, 2021</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">
13m
</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/7971041-lgim-s-ceo-talks-cop-and-climate-with-lewis-pugh"><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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
177: LGIM’s CEO talks COP and climate with Lewis Pugh
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this episode, and before travelling to Glasgow’s COP26, Michelle Scrimgeour, LGIM’s CEO, spoke with UN Patron of the Oceans, Lewis Pugh. Discussed were the dangers of Greenland’s melting ice, the horrors of single-use plastics and the role of the asset management industry in tackling climate change.

 

This episode was recorded on 29 October, before the start of COP26.
</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="1635757200" data-format="short_date">Nov 01, 2021</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/7969106-ldi-20-years-on"><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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
176: LDI – 20 years on
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
After 20 years of liability-driven investing, we look back at how trends in LDI have changed over the past two decades and ask what can trustees expect for the future? This episode is hosted by Amardeep Nagra, Co-Head Strategic Client Team.

Guest speakers are:

Steve Jones, Head of Pensions at Boots

Tim Giles, Senior Partner and EMEA Managing Director for Aon Investments
</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="1635429177" data-format="short_date">Oct 28, 2021</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/7966786-bullet-proof-us-equities-inflation-and-policy-tightening-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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
175: ‘Bullet-proof’ US equities, inflation and policy tightening – Market talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
US corporate earnings, the global inflation outlook and monetary-policy tightening are the subject of this week’s episode of Market Talk, with Ben Bennett, LGIM’s Head of Investment Strategy and Research.

 

The podcast was recorded earlier today and is hosted by Max Julius, Head of Content.
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
11m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1635170400" data-format="short_date">Oct 25, 2021</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">
11m
</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/7963099-policy-errors-and-market-vol-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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
174: Policy errors and market vol – 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 episode, Sonja Laud, LGIM’s CIO, discusses recent market and macro developments, in particular how the outlook for monetary policy is likely to sway asset classes. She also touches on the energy shock in the context of COP26 and efforts to fight climate change. Sonja is joined by:

 

Guy Whitby Smith, Head of Solutions Portfolio Management

Stuart Hitchcock, Head of Portfolio M...
</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="1634658991" data-format="short_date">Oct 19, 2021</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/7961001-adapting-for-the-new-normal-and-beyond-an-intermediary-s-insights"><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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
173: Adapting for the new normal and beyond: an intermediary’s insights
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
It’s been a rollercoaster year and a half with unprecedented challenges. While we have recently seen a return to some aspects of life pre-COVID, there is undoubtedly a new normal way of working. In this episode Matthew Kemp, Senior Investment Sales Manager catches up with Nick Marshall, Head of Fund Solutions at Peregrine &amp; Black to discuss how intermediaries have navigated the investment lands...
</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="1634295258" data-format="short_date">Oct 15, 2021</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/7958219-rising-energy-prices-equity-resilience-and-a-possible-uk-rate-hike-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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
172: Rising energy prices, equity resilience and a possible UK rate hike? Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Equity markets remain resilient against a backdrop of inflationary pressures, rising commodity prices and possible rate tightening by the Bank of England. But bond markets appear less so. Listen to the latest episode of Market Talk.

 Speakers are:

 Ben Bennett, Head of Investment Strategy and Research

Frances Watson, Content Manager

 
</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="1633960500" data-format="short_date">Oct 11, 2021</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/7956444-countdown-to-cop26"><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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
171: Countdown to COP26
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
As the urgency surrounding the latest UN-backed summit intensifies, we reveal why the public and private sectors need to act now in the face of a climate crisis.

 

Speakers are:

Shuen Chan Head of ESG, Real Assets

Catherine Ogden, Manager, Sustainability and Responsible Investment

 

This episode is hosted by Frances Watson.
</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="1633623765" data-format="short_date">Oct 07, 2021</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/7954137-rising-us-bond-yields-debt-ceiling-negotiations-and-the-japanese-leadership-contest-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/38503002/75x75/c 75w, https://audioboom.com/i/38503002/150x150/c 150w, https://audioboom.com/i/38503002/300x300/c 300w, https://audioboom.com/i/38503002/600x600/c 600w, https://audioboom.com/i/38503002/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #d1d1d4; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38503002/1400x1400/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">
170: Rising US bond yields, debt ceiling negotiations and the Japanese leadership contest – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
What do rising US bond yields and a stronger dollar have in common? And how will negotiations over the US debt ceiling play out? Listen to the latest episode of Market Talk with Ben Bennett, Head of Investment Strategy and Research.

Speakers are:

Ben Bennett, Head of Investment Strategy and Research

Frances Watson, Content Manager
</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="1633360632" data-format="short_date">Oct 04, 2021</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/7951113-what-does-net-zero-mean-for-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/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/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">
169: What does net zero mean for you?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
As climate issues heat up for pension schemes, we’ll be featuring guest speakers from across the investment industry, to discuss “what does net zero mean for you”?

 

Speakers:

Guest: Tim Manuel, Partner, Co-Head of Responsible Investment at Aon

Lindsey Bass, Head of UK Consultant Relations

Laura Brown, Head of Client Solutions
</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="1632981600" data-format="short_date">Sep 30, 2021</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/7949332-like-it-or-lump-it-retiree-attitudes-to-tax-free-cash"><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/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/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">
168: Like it or lump it: Retiree attitudes to tax-free cash
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Tax-free cash may be the nation’s favourite pension perk, but are retirees getting the most out of their money? From behavioural insights to tax efficiencies, we explore the myths, hidden benefits -- and the pitfalls -- surrounding this feted but misunderstood feature of DC pensions.

 

Contributors:

 

Rita Butler-Jones, Co-head of DC

Stuart Murphy, Co-head of DC

Kath Photiou, Head of DC P...
</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="1632808800" data-format="short_date">Sep 28, 2021</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">
13m
</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/7949323-china-inflation-the-fed-and-meme-stocks-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/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/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">
167:  China, inflation, the Fed, and meme stocks – 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 episode of the CIO call, Sonja Laud shares her perspective on developments in China’s property sector and tapering by the Federal Reserve, and discusses with our expert guests current investor positioning, trading conditions, and themes from cybersecurity to hydrogen. Sonja, LGIM’s Chief Investment Officer, is joined by:

 

Ed Wicks, Head of Trading

Howie Li, Head of ETFs

 

...
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
47m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1632755317" data-format="short_date">Sep 27, 2021</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">
47m
</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/7945401-evergrande-fed-minutes-and-the-german-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/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/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">
166: Evergrande, Fed minutes and the German elections – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
How will the fall-out from Chinese property group, Evergrande, impact investors? And what will a post-Angela Merkel Germany look like? Listen to the latest episode of Market Talk with Ben Bennett, Head of Investment Strategy and Research.

 

Speakers are:

 

Ben Bennett, Head of Investment Strategy and Research

Frances Watson, Content Manager
</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="1632153566" data-format="short_date">Sep 20, 2021</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">
13m
</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/7941128-high-yield-tapering-and-behavioural-finance"><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/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/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">
164:  High yield, tapering and behavioural finance
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Martin Reeves, Global Head of High Yield, looks at the factors affecting high yield currently and explains what, he believes, are the key takeaways to finding opportunities in the high-yield universe.

 

Speakers are:

Martin Reeves, Global Head of High Yield

Frances Watson, Content Manager
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
14m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1631775600" data-format="short_date">Sep 16, 2021</span></span>
</div>
</div>
</div>
<div class="d-none d-sm-grid" style="justify-self: center; align-items: center;">
<div class="fs-8 numeric-tabular text-nowrap text-muted phs">
14m
</div>
</div>
</div>
</a></div>
<hr class="mvn mhs text-black-50 opacity-25">
<div class="card rounded-0 border-0 pas qa-audio-clip-overview" style="--bs-card-bg: transparent;">
<a class="text-decoration-none" href="/posts/7941272-the-ecb-s-quasi-tapering-the-us-debt-ceiling-and-uk-tax-rises-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/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/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">
165: The ECB’s quasi-tapering, the US debt ceiling and UK tax rises – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
What should investors make of the latest rhetoric from ECB President, Christine Lagarde, and how may the latest US and UK fiscal moves impact investors? Ben Bennett, Head of Investment Strategy and Research explains.

 

This episode is hosted by Frances Watson.
</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="1631545944" data-format="short_date">Sep 13, 2021</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">
13m
</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/7936623-weaker-chinese-data-but-stronger-european-inflation-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/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/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">
163: Weaker Chinese data but stronger European inflation - Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Economic growth may have been downgraded in the US and China but does stronger European inflation necessarily warrant a more hawkish ECB? Listen to Ben Bennett, Head of Investment Strategy &amp; Research on Market Talk.

 

This episode is hosted by Frances Watson.
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
11m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1630938937" data-format="short_date">Sep 06, 2021</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">
11m
</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/7926902-is-this-time-really-different"><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/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/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">
162: Is this time really different?
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this month’s episode of the CIO call, Sonja Laud discusses developments at the Fed and in China, with a focus on the global inflation outlook, as well as touching on climate risks and opportunities in the run-up to COP26. Sonja, LGIM’s Chief Investment Officer, is joined by:

 

Christopher Jeffery, Head of Inflation and Rates Strategy

Ben Bennett, Head of Investment Strategy and Research

...
</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="1629386835" data-format="short_date">Aug 19, 2021</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/7923791-the-landlord-moratorium-its-impact-on-landlords-and-savers"><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/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/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">
161: The landlord moratorium: its impact on landlords and savers
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this latest episode of LGIM Talks, Bill Hughes, Head of Real Assets, talks candidly about the extension of the landlord moratorium on the landlord/tenant relationship, what it means for savers and how likely it is to impact sector returns more generally.
</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="1628864704" data-format="short_date">Aug 13, 2021</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/7920801-talking-tapering-and-reducing-risk-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/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/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">
160: Talking tapering and reducing risk – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Is the Fed still on track for tapering in light of the latest US unemployment figures? And how are we looking at risk in light of current stellar equity valuations? Listen to Ben Bennett, Head of Investment Strategy &amp; Research on Market Talk.

 

This episode is hosted by Frances Watson.
</div>
<div class="text-muted df align-items-baseline gap-2 fs-8">
<span class="numeric-tabular d-sm-none">
11m
</span>
<span class="d-sm-none">
&bull;
</span>
<span><span class="js-time" data-epochtime="1628513829" data-format="short_date">Aug 09, 2021</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">
11m
</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/7916324-us-tech-results-china-wobbles-and-a-hong-kong-holiday-market-talk"><div class="Episode-list-grid card-body pan">
<div class="l-flex align-items-baseline gap-2 gap-md-3">
<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">
159: US tech results, China wobbles and a Hong Kong holiday – Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
Ben Bennett, Head of Investment Strategy and Research, talks US technology, tells us why China wobbles are specific to the region and reveals why he’s in holiday mood  - all on Market Talk.

 

This episode is hosted by Frances Watson.
</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="1627916022" data-format="short_date">Aug 02, 2021</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/7913018-gap-truth-why-gender-still-matters-when-it-comes-to-retirement"><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/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/c" />
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158: Gap truth: Why gender still matters when it comes to retirement
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Women retiring today can expect to collect less than half of their male counterparts’ pensions. But is the gap narrowing – and what can be done to improve outcomes for women of all backgrounds?

 

This episode is hosted by Kim Brown, Pension Scheme Director at Legal &amp; General, with contributions from:

 

SuAnn Song, Investment Solutions Associate, Legal &amp; General Investment Management

Caren ...
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21m
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<span><span class="js-time" data-epochtime="1627464811" data-format="short_date">Jul 28, 2021</span></span>
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<a class="text-decoration-none" href="/posts/7911570-the-fed-real-yields-and-china-market-talk"><div class="Episode-list-grid card-body pan">
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157: The Fed, real yields and China – Market Talk
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Why is China initiating a crackdown in certain sectors, what is the rally in global bond prices telling us and could the Fed give us a date for tapering this week? Ben Bennett, head of investment strategy and research, reveals all in Market Talk. 

 

This episode is hosted by Frances Watson.
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<span><span class="js-time" data-epochtime="1627311586" data-format="short_date">Jul 26, 2021</span></span>
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156: COVID worries, oil and the EC’s proposed climate laws – Market Talk
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In this regular episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the market impact of the Delta variant, where next for the oil price and the European Commission’s efforts to tackle climate change.

This episode is hosted by Frances Watson.
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<span><span class="js-time" data-epochtime="1626702649" data-format="short_date">Jul 19, 2021</span></span>
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155: The reflation trade, reconsidered – the CIO call
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In this month’s episode, Sonja Laud, LGIM’s CIO, discusses the latest developments moving markets, with a focus on the interplay between the global economy, policymakers and investors. Sonja is joined by:

 

Colin Reedie, Head of Active Strategies

Lars Kreckel, Global Equity Strategist

 

The episode is hosted by Max Julius, Head of Content, and was recorded today.

 

Follow us on LinkedIn ...
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<span><span class="js-time" data-epochtime="1626194683" data-format="short_date">Jul 13, 2021</span></span>
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<a class="text-decoration-none" href="/posts/7898882-us-payrolls-freedom-day-and-the-g20-summit-market-talk"><div class="Episode-list-grid card-body pan">
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<img srcset="https://audioboom.com/i/38199970/75x75/c 75w, https://audioboom.com/i/38199970/150x150/c 150w, https://audioboom.com/i/38199970/300x300/c 300w, https://audioboom.com/i/38199970/600x600/c 600w, https://audioboom.com/i/38199970/1400x1400/c 1400w" sizes="(max-width: 400px) 64px, 96px" style="background-color: #e9eaeb; max-width: 96px; width: 15cqw;" class="js-img-bg ratio-square rounded-1" loading="lazy" src="https://audioboom.com/i/38199970/1400x1400/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">
153: US payrolls, ‘Freedom Day’ and the G20 summit - Market Talk
</h5>
<div class="text-line-clamp text-line-clamp-3 balanced-p fs-8 text-muted text-break">
In this regular episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on US payrolls, the opening up of the UK economy and what’s in focus for the G20 finance leaders.

 

This episode is hosted by Frances Watson.
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<a class="text-decoration-none" href="/posts/7897138-in-conversation-with-shuen-chan"><div class="Episode-list-grid card-body pan">
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152: In conversation with Shuen Chan
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When it comes to responsible investing, many of us realise the need for action on climate change. But do we know the characters behind the cause? Join Shuen Chan as she describes her idyllic childhood in Malaysia, her time in Paris at COP 21 and how she sees her present-day role shaping up as Head of ESG, Real Assets.

 

This episode is hosted by Frances Watson.
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