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LGIM Talks

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 c... Read more

Ranked #1

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53: How boards can work best – Sacha Sadan, Director of Corporate Governance

53: How boards can work best – Sacha Sadan, Director of Corporate Governance

Good governance is crucial to all boards, whether they oversee a FTSE 100 multinational, a multi-billion pound pension s... Read more

5 Jun 2019

33mins

Ranked #2

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78: Thematic investing – Your questions answered

78: Thematic investing – Your questions answered

In an episode earlier this year, Howie Li and John Roe discussed what separates long-term investment themes from fads. A... Read more

6 Nov 2019

25mins

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Ranked #3

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79: Managing millennials and intergenerational ways of working, with Dr Paul Redmond, University of Liverpool

79: Managing millennials and intergenerational ways of working, with Dr Paul Redmond, University of Liverpool

One the most engaging speakers at both LGIM’s Retail and DB/DC Client Conferences, Dr Paul Redmond is one of the foremos... Read more

12 Nov 2019

18mins

Ranked #4

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74: DC: The power of data science

74: DC: The power of data science

Many pension schemes store a huge amount of member data. But this is often difficult to access, incomplete or inconsiste... Read more

9 Oct 2019

13mins

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Ranked #5

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68: CIO Outlook: Opportunities in adversity

68: CIO Outlook: Opportunities in adversity

 When contemplating what the final months of 2019 might have in store, we are probably similar to many other investors i... Read more

10 Sep 2019

26mins

Ranked #6

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50: In conversation with: Madeleine King, Co-Head of Pan European Investment Grade Research

50: In conversation with: Madeleine King, Co-Head of Pan European Investment Grade Research

In this episode, we talk to Madeleine about her path from netball to new issues. Growing up in Lancashire, she studied M... Read more

17 May 2019

19mins

Ranked #7

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69: Fixed income: Forecasting ‘fallen angel’ downgrades

69: Fixed income: Forecasting ‘fallen angel’ downgrades

 The last decade has transformed the investment grade credit market. It’s not just that the size of the market has grown... Read more

12 Sep 2019

24mins

Ranked #8

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80: Working on water: investment opportunities in solving the world’s water crisis

80: Working on water: investment opportunities in solving the world’s water crisis

The world is facing a water crisis. If that sounds alarmist, consider a few statistics. The global per capita water supp... Read more

20 Nov 2019

21mins

Ranked #9

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46: Build to rent: Rise of the institutional landlord

46: Build to rent: Rise of the institutional landlord

This week we’ve returned to that famous British obsession: housing. Now that 20% of the UK population are choosing to re... Read more

24 Apr 2019

22mins

Ranked #10

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48: Allocate nimbly and diversify with purpose

48: Allocate nimbly and diversify with purpose

It’s said that the only thing that goes up in falling markets is correlation. Diversification across uncorrelated assets... Read more

9 May 2019

27mins

Ranked #11

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55: Absolute return “a genre, not a sector”, with Richard Romer-Lee, Square Mile

55: Absolute return “a genre, not a sector”, with Richard Romer-Lee, Square Mile

The target absolute return sector has been unloved to say the least. With the offer of ‘investment nirvana’, as Square M... Read more

13 Jun 2019

27mins

Ranked #12

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75: ESG: Why divestment might hold some nasty surprises

75: ESG: Why divestment might hold some nasty surprises

Many investors will still tell you that responsible investment approaches begin and end with negative screens – excludin... Read more

16 Oct 2019

16mins

Ranked #13

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54: In conversation with: Honor Solomon, Head of Retail, EMEA

54: In conversation with: Honor Solomon, Head of Retail, EMEA

Working in her father’s London clothes shop taught Honor two things: that she loved meeting people from all over the wor... Read more

7 Jun 2019

24mins

Ranked #14

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52: Lord Stern at the LSE: The urgency, opportunity and acceleration of climate action

52: Lord Stern at the LSE: The urgency, opportunity and acceleration of climate action

We’ve heard a lot about the need for urgent climate action in the past few months. Sobering documentaries from David Att... Read more

29 May 2019

27mins

Ranked #15

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44: Active Ownership 2019: A year of corporate governance

44: Active Ownership 2019: A year of corporate governance

From the Melrose-GKN bid to the first results of our Climate Impact Pledge, 2018 was a crucial year for better understan... Read more

16 Apr 2019

17mins

Ranked #16

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42: Let’s rebuild America

42: Let’s rebuild America

The recent soft patch in growth and dovish shift from the Federal Reserve has made it less likely that the US enters rec... Read more

3 Apr 2019

14mins

Ranked #17

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56: ESG and the Independent Governance Committee: How FCA changes will affect your scheme

56: ESG and the Independent Governance Committee: How FCA changes will affect your scheme

How will the FCA clarification that environmental, social and governance (or ESG) considerations are “financially materi... Read more

19 Jun 2019

27mins

Ranked #18

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45: In conversation with: James Carrick, Global Economist

45: In conversation with: James Carrick, Global Economist

Variable or fixed rate mortgage? That’s the first question asked once someone knows you’re an economist, in James’s expe... Read more

19 Apr 2019

24mins

Ranked #19

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76: Fadi Zaher, author of “Index Fund Management, A Practical Guide to Smart Beta”

76: Fadi Zaher, author of “Index Fund Management, A Practical Guide to Smart Beta”

What can Alex Ferguson’s career teach us about factor investing? In recent years, index and factor investing solutions h... Read more

23 Oct 2019

24mins

Ranked #20

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43: China: The consumption powerhouse

43: China: The consumption powerhouse

Investing in the Chinese economy often deals with particularly impressive numbers. This is an economy which has tripled ... Read more

10 Apr 2019

38mins

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