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.
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 ...
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...
Equity markets remain resilient against a backdrop of inflationary pressures, rising commodity prices and possible rate tightening by the Bank of Engl...
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 clim...
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 ...
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 m...
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 effic...
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 Rese...
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 l...
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...