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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From Legal & General Investment Management, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.

We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.

From Trump's tariffs to irrational investors, LGIM Talks dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.

To find out more, visit http://www.lgim.com/uk/en/insights/our-thinking/

Legal & General have been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.

This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

LGIM Talks

Legal & General Investment Management
Business
314 episodes
Index investing
  1. Quality time: what are quality equities, and how can investors gain exposure?
  2. Thematic investing: a look back on 2022 and our longer-term outlook
  3. Are we losing the fight against cybercrime?
  4. Tech turmoil and fighting thematic FOJI
Active fixed income
  1. Fixed income in focus: emerging market debt
  2. Spotlight on European credit
  3. Spotlight on strategic bonds strategies
  4. Active Fixed Income outlook: 2024
Ukraine conflict
  1. Ukraine conflict: Implications for investors
  2. When geopolitics and inflation collide
  3. Ukraine conflict: Energy, index and debt implications
2022 Outlook
  1. CIO outlook: How we’re tackling 2022
  2. Real assets 2022 outlook
  3. Looking back on 2021 and looking forward to 2022 – Market Talk.
  4. LGIM looks back at a tricky year for fixed income and the 2022 outlook
COP26
  1. Will illiquid investments help or hinder DC pensions?
  2. CIO call special: What does COP26 mean for investors?
  3. LGIM’s CEO talks COP and climate with Lewis Pugh
  4. Countdown to COP26
What does net zero mean to you?
  1. What does net zero mean to you: ITS
  2. What does net zero mean for you?
Real Assets
  1. What megatrends will define the future of real assets?
  2. Charting real assets in 2024 and beyond
  3. Building a case for the build-to-rent sector
  4. Real assets outlook
Market Talk
  1. Patient Powell, China’s equity rally and oil - Market Talk
  2. Geopolitics, higher real yields, and China GDP – Market Talk
  3. Strong equities, supportive credit, currency vol – Market Talk
  4. Corporate America, China stimulus and cricket – Market Talk
ESG Matters
  1. Engage for change: Active Ownership at LGIM
  2. Are companies really making progress on ESG?
  3. How LGIM votes: lifting the lid on AGM season
  4. LGIM’s seventh Climate Impact Pledge
In conversation with...
  1. Financial advisers: riding the rollercoaster
  2. In Conversation with… Andrzej Pioch
  3. In conversation with Richard Romer-Lee
  4. Swimmer Lewis Pugh on the climate crisis and coral
The CIO Call
  1. Why ‘Goldilocks’ is in danger – the CIO call
  2. Macroeconomics, solutions and asset allocation – the CIO call
  3. How we’re preparing for 2024 – the CIO call
  4. How we’re preparing for 2024 – the CIO call
ETF Themes
  1. Quality time: what are quality equities, and how can investors gain exposure?
  2. Thematic investing: a look back on 2022 and our longer-term outlook
  3. Are we losing the fight against cybercrime?
  4. Tech turmoil and fighting thematic FOJI
Blog on the Pod
  1. UK interest rate rises – what do they mean for individuals, businesses and house prices?
  2. From headaches to hedges: the role of an asset allocator
  3. Spotlight on European credit
  4. Blog on the pod: is water the most overlooked natural resource?
Pensions Solutions
  1. Divorced, retired, female: The hidden cost of divorce for women
  2. What does the term ‘cashflow-driven investing’ actually mean?
  3. The power of partnerships: Endgame Solutions and Pension Risk Transfer
  4. LDI – 20 years on