In this month’s episode, Sonja Laud, LGIM’s CIO, discusses recent market and macro developments, in particular how the outlook for monetary policy is ...
173: Adapting for the new normal and beyond: an intermediary’s insights
It’s been a rollercoaster year and a half with unprecedented challenges. While we have recently seen a return to some aspects of life pre-COVID, there...
172: Rising energy prices, equity resilience and a possible UK rate hike? Market Talk
Equity markets remain resilient against a backdrop of inflationary pressures, rising commodity prices and possible rate tightening by the Bank of Engl...
171: Countdown to COP26
As the urgency surrounding the latest UN-backed summit intensifies, we reveal why the public and private sectors need to act now in the face of a clim...
170: Rising US bond yields, debt ceiling negotiations and the Japanese leadership contest – Market Talk
What do rising US bond yields and a stronger dollar have in common? And how will negotiations over the US debt ceiling play out? Listen to the latest ...
169: What does net zero mean for you?
As climate issues heat up for pension schemes, we’ll be featuring guest speakers from across the investment industry, to discuss “what does net zero m...
168: Like it or lump it: Retiree attitudes to tax-free cash
Tax-free cash may be the nation’s favourite pension perk, but are retirees getting the most out of their money? From behavioural insights to tax effic...
167: China, inflation, the Fed, and meme stocks – the CIO call
In this month’s episode of the CIO call, Sonja Laud shares her perspective on developments in China’s property sector and tapering by the Federal Rese...
166: Evergrande, Fed minutes and the German elections – Market Talk
How will the fall-out from Chinese property group, Evergrande, impact investors? And what will a post-Angela Merkel Germany look like? Listen to the l...
164: High yield, tapering and behavioural finance
Martin Reeves, Global Head of High Yield, looks at the factors affecting high yield currently and explains what, he believes, are the key takeaways to...