LGIM Talks

A podcast by Legal & General Investment Management

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300 Episodes

  1. 304: Macroeconomics, solutions and asset allocation – the CIO call

    Published: 1/18/2024
  2. 303: Charting real assets in 2024 and beyond

    Published: 1/12/2024
  3. 302: Rallies, Red Sea disruption and Taiwanese elections – Market Talk

    Published: 1/4/2024
  4. 301: Active Fixed Income outlook: 2024

    Published: 12/18/2023
  5. 300: How we’re preparing for 2024 – the CIO call

    Published: 12/14/2023
  6. 299: What will 2024 bring? Market Talk

    Published: 12/7/2023
  7. 298: Will illiquid investments help or hinder DC pensions?

    Published: 12/1/2023
  8. 297: What does the term ‘cashflow-driven investing’ actually mean?

    Published: 11/30/2023
  9. 296: COP28: What to watch for

    Published: 11/27/2023
  10. 295: US CPI, oil and the ‘Magnificent Seven’ – Market Talk

    Published: 11/16/2023
  11. 294: Are companies really making progress on ESG?

    Published: 11/9/2023
  12. 293: What AI means for investors

    Published: 11/2/2023
  13. 292: Higher yields, China stimulus and Singapore bound – Market Talk

    Published: 10/26/2023
  14. 291: How could UK real estate perform after repricing?

    Published: 10/19/2023
  15. 290: Spotlight on strategic bonds strategies

    Published: 10/13/2023
  16. 289: Bond jitters, heightened vol, crowding out – Market Talk

    Published: 10/5/2023
  17. 288: What do ‘higher for longer’ rates mean for markets?

    Published: 9/28/2023
  18. 287: Positively charged: lithium and the electric vehicle revolution

    Published: 9/21/2023
  19. 286: Stagflation, Japan and typhoons - Market Talk

    Published: 9/14/2023
  20. 285: How LGIM votes: lifting the lid on AGM season

    Published: 9/11/2023

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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.