エピソード

  • 366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk

    366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk
    2025/05/22
    Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal. Also up for discussion are the rapid repricing of the Hong Kong dollar and what April’s inflation surprise in the UK means for the path of interest rates.

    All data is sourced from LSEG as at 21 May 2025 unless otherwise stated.

    For professional investors only. Capital at risk.
    続きを読む 一部表示
    22 分
  • 365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond

    365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond
    2025/05/21
    2025’s macro turbulence has been well documented; but is there opportunity among the uncertainty?

    As we approach the year’s halfway point, we look at what the economic environment means for private markets, looking at where we stand now and what may lie ahead in the medium term.

    We’re joined by Rob Martin, Head of Investment Strategy and Research for L&G’s Private Markets platform, and Lushan Sun, Head of CrossAsset Research. Asking the questions and hosting is Nick Jardine, Content Manager for L&G’s Private Markets Platform.

    This podcast was recorded on 16 May 2025.

    Sources:

    L&G, as of May 2025

    MSCI, as of May 2025

    Mckinsey & Co, as of January 2023

    Preqin, as of May 2025

    For professional investors only. Capital at risk.

    For illustrative purposes only. Views expressed are of L&G as at 15 April 2025. The information in this podcast is for information purposes only and we are not soliciting any action based on it. It is not a recommendation to buy or sell securities or pursue a particular investment strategy. It is not investment, legal, regulatory or tax advice.
    続きを読む 一部表示
    21 分
  • 364: What’s driving the recovery? Market Talk

    364: What’s driving the recovery? Market Talk
    2025/05/07
    Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible tariffs on non-US films could have ramifications far beyond Hollywood.

    All data is sourced from LSEG as at 6 May 2025 unless otherwise stated.

    Taiwan dollar move source: Taiwan dollar's record rally is a trade-war tremor | Reuters

    For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.
    続きを読む 一部表示
    24 分
  • 363: Can factor strategies be decarbonised?

    363: Can factor strategies be decarbonised?
    2025/05/01
    Following the publication of a major new research paper, Raj Shah, a Senior Quant and Factor Strategist within our Index Solutions team, delves into the question of whether factor portfolios can be decarbonised without losing their underlying risk and return characteristics.
    This podcast is hosted by Harry Brooks, European Content Manager.
    For professional investors only. Capital at risk. It should be noted that diversification is no guarantee against a loss in a declining market. There is no guarantee ESG targets will be achieved.
    続きを読む 一部表示
    16 分
  • 362: Where next for US assets? Market Talk

    362: Where next for US assets? Market Talk
    2025/04/24
    In another week of volatility for US assets, Ben Bennett dissects the market reaction to frictions with the Fed, considers the path of the dollar, and shares his verdict on whether the era of American exceptionalism is at an end.

    All data is sourced from LSEG as at 21 April 2025 unless otherwise stated.

    For professional investors only. Capital at risk. Securities mention for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.
    続きを読む 一部表示
    21 分
  • 361: The art of the deal? US credit in 2025

    361: The art of the deal? US credit in 2025
    2025/04/17
    At the beginning of the year, a narrative of US exceptionalism was the consensus among many market participants.

    However, significant policy uncertainty emanating from the Trump administration has driven a significant rotation away from US risk assets and sent shockwaves around the global economy.

    What can investors conclude from the turbulence of the first quarter of 2025 - and what does this all mean for American fixed income? This week, we're doing a deep dive to answer these questions and more.

    This episode is hosted by Andrew Lowry in London; he is joined by Jason Shoup, CIO and Co-Head of Global Fixed Income, and Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy, both at the Chicago office of L&G's Asset Management division.

    This podcast was recorded on April 15 2025.

    For professional investors only. Capital at risk.
    続きを読む 一部表示
    41 分
  • 360: Retirement realities

    360: Retirement realities
    2025/04/03
    In this episode, we explore Defined Contribution (DC) investments and the changing reality of retirement. Our DC Head of Clients, Jayesh Patel, and clinical psychologist, Dr Emma Hepburn, join us to discuss the gap between retirement expectations and retirement realities.

    For professional investors only. Capital at risk.
    続きを読む 一部表示
    21 分
  • 359: Where next for markets after a turbulent Q1?

    359: Where next for markets after a turbulent Q1?
    2025/03/28
    Our expert panel discusses the remarkable shift in the market narrative, which has accompanied a rotation away from some of the best-performing assets of 2024, and what investors can expect over the coming months.
    During the episode, our latest CIO call, our speakers are Sonja Laud, our Global Chief Investment Officer; Colin Reedie, Head of Active Strategies; Jason Becker, Head of US Credit strategy, Asset Management, America; and Tim Drayson, Head of Economics.
    Among other points, they cover:
    • How shifts in US and European policy are likely to affect the global economy
    • The reasons behind the rotation currently underway in markets
    • The prospects for fixed income and equities in light of the murky macro outlook
    • Our own positioning within risk assets

    In addition, the speakers also share what they have been reading, watching and listening to recently.
    The podcast was recorded on 26 March and was moderated by Max Julius, Head of Content.

    For professional investors only. Capital at risk.
    続きを読む 一部表示
    42 分