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LGIM Talks

What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declinin

Episodes

Total: 366

As inflation continues to hit the headlines, we discuss the challenges and questions that DB pension

In this year’s final edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, discussed

The search for yield, diversification, cashflow and secure income have all changed the way investors

In the last episode of Market Talk for 2021, Ben Bennett, Head of Investment Strategy and Research t

In our third podcast on the theme of “what does net zero mean to you?”, we discuss climate targets a

Why didn’t credit markets behave the way the textbooks said they would at a time when inflation jump

How will the new COVID variant impact financial markets? What is an uptick in M&A activity telli

With the US consumer in good spirits, will the Fed have to taper more quickly than first thought? An

In this month’s special edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, examin

Strong corporate earnings have propelled equity markets higher and the US dollar is rallying in symp

In our second podcast on the theme of “what does net zero mean to you?”, we discuss climate targets

Strong US payrolls and still the US Federal Reserve retains a patient stance, while China witnesses

The end of extreme monetary policy may be approaching but equity markets remain buoyant. So, what’s

In this episode, and before travelling to Glasgow’s COP26, Michelle Scrimgeour, LGIM’s CEO, spoke wi

176: LDI – 20 years on

2021/10/28

After 20 years of liability-driven investing, we look back at how trends in LDI have changed over th

US corporate earnings, the global inflation outlook and monetary-policy tightening are the subject o

In this month’s episode, Sonja Laud, LGIM’s CIO, discusses recent market and macro developments, in

It’s been a rollercoaster year and a half with unprecedented challenges. While we have recently seen

Equity markets remain resilient against a backdrop of inflationary pressures, rising commodity price

171: Countdown to COP26

2021/10/7

As the urgency surrounding the latest UN-backed summit intensifies, we reveal why the public and pri