203: International Women’s Day special
In celebration of International Women’s Day, Sarah Bates, Co-founder of the Diversity Project, spotlights the changing attitudes towards women in financial services, the importance of challenging the status quo and promoting diversity and the impact of COVID-19 on women’s roles in the workplace.   This episode is hosted by Lindsey Bass.
31m Mar 08, 2022
31m
202: When geopolitics and inflation collide
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...
43m Mar 02, 2022
43m
201: Ukraine conflict: Implications for investors
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 ...
29m Feb 25, 2022
29m
200: Geopolitical tensions, bruised bonds and rising inflation – Market Talk
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...
12m Feb 23, 2022
12m
199: Global inflation – how worried should we be?
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.
15m Feb 18, 2022
15m
198: Central bank surprises and credit investing – the CIO call
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...
35m Feb 10, 2022
35m
197: In conversation with Rita Butler-Jones
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.
23m Feb 03, 2022
23m
196: Chinese New Year Special – Market Talk
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.
15m Jan 31, 2022
15m
195: Tech turmoil and fighting thematic FOJI
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...
18m Jan 27, 2022
18m
194: Bond tantrums and equity market corrections – Market Talk
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.
12m Jan 24, 2022
12m
193: Rising US bond yields, tech woes and a China rate cut – Market Talk
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.
14m Jan 17, 2022
14m
192: CIO call special: Are we entering another Roaring Twenties?
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...
26m Jan 13, 2022
26m
191: What does net zero mean to you: LCP
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...
26m Jan 06, 2022
26m
190: LDI Outlook: Inflation focus
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
27m Dec 20, 2021
27m
189: CIO outlook: How we’re tackling 2022
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...
28m Dec 15, 2021
28m
188: Real assets 2022 outlook
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 & ESG Lushan Sun, Private credit research manager   This episode is hosted by Frances Watson.   Research referred to around the...
22m Dec 10, 2021
22m
187: Looking back on 2021 and looking forward to 2022 – Market Talk.
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.
14m Dec 07, 2021
14m
186: What does net zero mean to you: Brunel
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
26m Dec 03, 2021
26m
185: LGIM looks back at a tricky year for fixed income and the 2022 outlook
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...
18m Dec 02, 2021
18m
184: Omicron, M&A activity and oil - Market Talk
How will the new COVID variant impact financial markets? What is an uptick in M&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.
14m Nov 29, 2021
14m
183: US Thanksgiving, European COVID restrictions and the growth vs value trade – Market Talk
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.
14m Nov 22, 2021
14m
182: CIO call special: What does COP26 mean for investors?
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...
33m Nov 18, 2021
33m
181: An early Santa rally, emerging market bonds and news on the Fed chair – Market Talk
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.
13m Nov 15, 2021
13m
180: What does net zero mean to you: ITS
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
25m Nov 11, 2021
25m
179: A dovish Fed, strong US payrolls and China’s rising COVID caseloads – Market Talk
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.
15m Nov 08, 2021
15m
178: Hawkish central banks, bouyant equities and rising wages – Market Talk
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.
13m Nov 02, 2021
13m
177: LGIM’s CEO talks COP and climate with Lewis Pugh
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.
16m Nov 01, 2021
16m
176: LDI – 20 years on
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
24m Oct 28, 2021
24m
175: ‘Bullet-proof’ US equities, inflation and policy tightening – Market talk
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.
11m Oct 25, 2021
11m
174: Policy errors and market vol – the CIO call
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...
34m Oct 19, 2021
34m
173: Adapting for the new normal and beyond: an intermediary’s insights
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 & Black to discuss how intermediaries have navigated the investment lands...
18m Oct 15, 2021
18m
172: Rising energy prices, equity resilience and a possible UK rate hike? Market Talk
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  
12m Oct 11, 2021
12m
171: Countdown to COP26
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.
25m Oct 07, 2021
25m
170: Rising US bond yields, debt ceiling negotiations and the Japanese leadership contest – Market Talk
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
12m Oct 04, 2021
12m
169: What does net zero mean for you?
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
24m Sep 30, 2021
24m
168: Like it or lump it: Retiree attitudes to tax-free cash
Tax-free cash may be the nation’s favourite pension perk, but are retirees getting the most out of their money? From behavioural insights to tax efficiencies, we explore the myths, hidden benefits -- and the pitfalls -- surrounding this feted but misunderstood feature of DC pensions.   Contributors:   Rita Butler-Jones, Co-head of DC Stuart Murphy, Co-head of DC Kath Photiou, Head of DC P...
13m Sep 28, 2021
13m
167: China, inflation, the Fed, and meme stocks – the CIO call
In this month’s episode of the CIO call, Sonja Laud shares her perspective on developments in China’s property sector and tapering by the Federal Reserve, and discusses with our expert guests current investor positioning, trading conditions, and themes from cybersecurity to hydrogen. Sonja, LGIM’s Chief Investment Officer, is joined by:   Ed Wicks, Head of Trading Howie Li, Head of ETFs   ...
47m Sep 27, 2021
47m
166: Evergrande, Fed minutes and the German elections – Market Talk
How will the fall-out from Chinese property group, Evergrande, impact investors? And what will a post-Angela Merkel Germany look like? Listen to the latest episode of Market Talk with Ben Bennett, Head of Investment Strategy and Research.   Speakers are:   Ben Bennett, Head of Investment Strategy and Research Frances Watson, Content Manager
13m Sep 20, 2021
13m
164: High yield, tapering and behavioural finance
Martin Reeves, Global Head of High Yield, looks at the factors affecting high yield currently and explains what, he believes, are the key takeaways to finding opportunities in the high-yield universe.   Speakers are: Martin Reeves, Global Head of High Yield Frances Watson, Content Manager
14m Sep 16, 2021
14m
165: The ECB’s quasi-tapering, the US debt ceiling and UK tax rises – Market Talk
What should investors make of the latest rhetoric from ECB President, Christine Lagarde, and how may the latest US and UK fiscal moves impact investors? Ben Bennett, Head of Investment Strategy and Research explains.   This episode is hosted by Frances Watson.
13m Sep 13, 2021
13m
163: Weaker Chinese data but stronger European inflation - Market Talk
Economic growth may have been downgraded in the US and China but does stronger European inflation necessarily warrant a more hawkish ECB? Listen to Ben Bennett, Head of Investment Strategy & Research on Market Talk.   This episode is hosted by Frances Watson.
11m Sep 06, 2021
11m
162: Is this time really different?
In this month’s episode of the CIO call, Sonja Laud discusses developments at the Fed and in China, with a focus on the global inflation outlook, as well as touching on climate risks and opportunities in the run-up to COP26. Sonja, LGIM’s Chief Investment Officer, is joined by:   Christopher Jeffery, Head of Inflation and Rates Strategy Ben Bennett, Head of Investment Strategy and Research ...
36m Aug 19, 2021
36m
161: The landlord moratorium: its impact on landlords and savers
In this latest episode of LGIM Talks, Bill Hughes, Head of Real Assets, talks candidly about the extension of the landlord moratorium on the landlord/tenant relationship, what it means for savers and how likely it is to impact sector returns more generally.
15m Aug 13, 2021
15m
160: Talking tapering and reducing risk – Market Talk
Is the Fed still on track for tapering in light of the latest US unemployment figures? And how are we looking at risk in light of current stellar equity valuations? Listen to Ben Bennett, Head of Investment Strategy & Research on Market Talk.   This episode is hosted by Frances Watson.
11m Aug 09, 2021
11m
159: US tech results, China wobbles and a Hong Kong holiday – Market Talk
Ben Bennett, Head of Investment Strategy and Research, talks US technology, tells us why China wobbles are specific to the region and reveals why he’s in holiday mood  - all on Market Talk.   This episode is hosted by Frances Watson.
12m Aug 02, 2021
12m
158: Gap truth: Why gender still matters when it comes to retirement
Women retiring today can expect to collect less than half of their male counterparts’ pensions. But is the gap narrowing – and what can be done to improve outcomes for women of all backgrounds?   This episode is hosted by Kim Brown, Pension Scheme Director at Legal & General, with contributions from:   SuAnn Song, Investment Solutions Associate, Legal & General Investment Management Caren ...
21m Jul 28, 2021
21m
157: The Fed, real yields and China – Market Talk
Why is China initiating a crackdown in certain sectors, what is the rally in global bond prices telling us and could the Fed give us a date for tapering this week? Ben Bennett, head of investment strategy and research, reveals all in Market Talk.    This episode is hosted by Frances Watson.
11m Jul 26, 2021
11m
156: COVID worries, oil and the EC’s proposed climate laws – Market Talk
In this regular episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on the market impact of the Delta variant, where next for the oil price and the European Commission’s efforts to tackle climate change. This episode is hosted by Frances Watson.
12m Jul 19, 2021
12m
155: The reflation trade, reconsidered – the CIO call
In this month’s episode, Sonja Laud, LGIM’s CIO, discusses the latest developments moving markets, with a focus on the interplay between the global economy, policymakers and investors. Sonja is joined by:   Colin Reedie, Head of Active Strategies Lars Kreckel, Global Equity Strategist   The episode is hosted by Max Julius, Head of Content, and was recorded today.   Follow us on LinkedIn ...
40m Jul 13, 2021
40m
153: US payrolls, ‘Freedom Day’ and the G20 summit - Market Talk
In this regular episode of Market Talk, Ben Bennett, head of investment strategy and research, gives us his brief take on US payrolls, the opening up of the UK economy and what’s in focus for the G20 finance leaders.   This episode is hosted by Frances Watson.
10m Jul 05, 2021
10m