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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

Now that most companies have released their Q4 earnings statements Lars Kreckel, Global Equity Strat

What’s behind the latest rise in equities, bonds and credit? Is the glass half-full or half-empty wh

How does a fund manager pick a third-party fund manager? How important is performance, personality a

LGIM’s Head of Active Strategies Colin Reedie is one of our most experienced investors. In this epis

247: Are we there yet?

2023/1/12

Sonja Laud, LGIM’s Chief Investment Officer, and her expert panel discuss the outlook for the global

Where did Santa get to at the end of 2022? How will China’s economy fare in light of the easing of i

245: Real assets outlook

2022/12/15

To say real assets – most notably the areas of real estate equity and private credit – have endured

Markets have been volatile in 2022, but how have thematic investments fared? And looking to 2023 and

In our final CIO call of the year, Sonja Laud, LGIM’s Chief Investment Officer, discusses the key th

Just how badly have asset classes performed in 2022? And where next for bonds, credit and equities g

In this episode Richard Romer-Lee, CEO at Square Mile Investment Consulting & Research, chats wi

In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the key takeaways f

Lewis Pugh, the endurance swimmer and UN Patron of the Oceans, discusses his recent swim to raise a

Despite credit rallying in the hope of a US policy pivot, the Federal Reserve has reaffirmed its int

In this episode Lars Kreckel, Global Equity Strategist, discusses the US Q3 earnings season and what

In this episode, Emiel van den Heiligenberg, Head of Asset Allocation, discusses why liquidity is so

Having lagged behind other sectors in its uptake of technology, healthcare could now have reached a

Sonja Laud, LGIM’s chief investment officer, discusses how next month’s midterm elections might impa

Why is there renewed talk of a possible policy pivot from the US Federal Reserve? What should invest

It’s been a turbulent two weeks for the British economy, with Chancellor Kwasi Kwarteng’s ‘mini-budg