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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

Why is the US having to withdraw liquidity from the system? But why have the Chinese authorities tak

In this month’s call, Sonja Laud, LGIM’s Chief Investment Officer, outlines the next focus areas for

Against a backdrop of somewhat quieter markets, we ask what are short-term Treasuries telling us abo

With bonds and equities falling in tandem, 2022 was an exceptional year for the financial markets. A

It’s easy to take clean running water for granted, but climate change, population growth and infrast

Against a background of macroeconomic uncertainty, are central bankers right to hike interest rates?

To coincide with the launch of LGIM’s 12th annual Active Ownership report, we discuss the depth and

For this month’s call, CIO Sonja Laud is joined by two experts for an in-depth discussion on emergin

What are the latest jobs data telling us about the state of the US economy? How will US core inflati

With the backdrop of rising interest rates leading to lower pension scheme liabilities on average, m

After two unscheduled CIO calls on developments in the banking sector, we return with a regular epis

The last couple of weeks have seen investor nerves somewhat shredded. But why have equities proved m

 We’ve held a second live webinar to discuss ongoing pressure on banks worldwide, underscored by the

We’ve held a special live webinar with our clients to discuss the pressure on the global banking sec

Innovative treatments are needed for those affected by rare conditions, but how do the economics sta

With inflation as sticky as it is, bond yields are on the rise. But why isn’t credit following suit?

While Western economies continue to keep interest rates at elevated levels, it seems Japan’s fiscal

A year after Russia’s invasion of Ukraine, Sonja Laud, LGIM’s Chief Investment Officer, discusses w

After a strong start to year for both equities and credit in the US, has market sentiment become unc

LGIM’s Senior European Economist Hetal Mehta breaks down the latest round of rate hikes from the Ban