L&G Talks Asset Management podcast

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The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX

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#683: Navigating the effect of AI on marketing jobs and the job market with Sue Keith, Landrum Talent Solutions 23:28

vor 15 Tagen23:28

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23:28

My guest today has been keeping us up to date with the current state of hiring for marketers on a quarterly basis, which has taken us on quite a roller coaster ride. Today we’re going to look at how marketing and communication execs are responding to the latest developments in the world while still needing to get their work done. To take a look at the latest here, I’d like to welcome back to the show Sue Keith, Corporate Vice President at Landrum Talent Solutions. About Sue Keith Sue Keith is Corporate Vice President at Landrum Talent Solutions. With deep expertise in navigating complex labor markets, Sue has a front-row seat to the evolving dynamics of marketing roles, hiring trends, and the broader implications of AI and economic uncertainty. RESOURCES Landrum Talent Solutions: https://www.landrumtalentsolutions.com https://www.landrumtalentsolutions.com This episode is brought to you by Landrum Talent Solutions, a national recruiting firm specializing in marketing and HR positions. https://www.landrumtalentsolutions.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Online Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrand Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

L&G Talks Asset Management

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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.
From Trump's tariffs to irrational investors, L&G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.
To find out more, visit https://am.landg.com/en-uk/institutional/insights/

L&G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.
This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&G. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

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L&G Talks Asset Management

26 subscribers

updated vor etwa einem Tag

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364 Episoden

#Business #Audioboom #General Investment Management #Trading

Alle Folgen

L&G Talks Asset Management

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369: Unpacking unconstrained strategies 9:13

vor 1 day9:13

9:13

What does it mean when we say an active fixed income strategy is “unconstrained”? What difference does it make when a fund is not tied to a benchmark? And what is it about the present moment that could make this an attractive option for navigating market volatility? To answer these questions and give his insights into what could determine performance in fixed income for the rest of the year, this week we’re joined by Enda Mulry, Portfolio Manager in our Global Bond Strategies team. This episode is hosted by Andrew Lowry, European Content Manager. For professional investors only. Capital at risk.…

L&G Talks Asset Management

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368: As above, so below: The case for crossover private credit 24:10

vor 7 Tagen24:10

24:10

This week, we tackle part of the private credit universe that doesn’t often get much airtime. That’s ‘crossover credit’ – or in other words, the part of the market that sits between investment-grade and sub-investment-grade credit. Talking us through this episode is Stu Hitchcock, L&G’s Head of Private Credit Portfolio Management. Stu addresses the size of the crossover market, the types of deals that may utilise this form of credit and how it may fit into a portfolio. Asking the questions is Nick Jardine, Content Manager for L&G’s Private Markets platform. All data is sourced internally from L&G as of June 2025, unless otherwise states. For professional investors only. Capital at risk. Source: Moody’s Annual Default Study, 2023. Based on issuer-weighted average default rates and issuer-weighted senior unsecured bond recovery rates, from 1983-2023.…

L&G Talks Asset Management

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367: L&G explains: What does the term ‘money market fund’ actually mean? 11:58

vor 15 Tagen11:58

11:58

What is a money market fund? Why do investors use them? And how might the path of interest rates, technological change and regulation affect the outlook for these funds? Our guest for this podcast is Ross McDonald, a Liquidity Investment Specialist at L&G, to learn more about this sometimes overlooked – but crucial – part of the investor’s toolkit. All data is sourced from Bloomberg as at 22 May 2025 unless otherwise stated. For professional investors only. Capital at risk. It should be noted that diversification is no guarantee against a loss in a declining market.…

L&G Talks Asset Management

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366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk 22:22

vor 22 Tagen22:22

22:22

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.…

L&G Talks Asset Management

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365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond 20:43

vor 23 Tagen20:43

20:43

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.…

L&G Talks Asset Management

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364: What’s driving the recovery? Market Talk 24:08

vor 5 weeks24:08

24:08

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.…

L&G Talks Asset Management

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363: Can factor strategies be decarbonised? 15:39

vor 6 weeks15:39

15:39

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.…

L&G Talks Asset Management

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362: Where next for US assets? Market Talk 20:50

vor 7 weeks20:50

20:50

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.…

L&G Talks Asset Management

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361: The art of the deal? US credit in 2025 40:48

vor 8 weeks40:48

40:48

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.…

L&G Talks Asset Management

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360: Retirement realities 21:07

vor 10 weeks21:07

21:07

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.…

L&G Talks Asset Management

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359: Where next for markets after a turbulent Q1? 41:32

vor 11 weeks41:32

41:32

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.…

L&G Talks Asset Management

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358: Water, AI and data centres 14:34

vor 12 weeks14:34

14:34

Ahead of World Water Day on 22 March, this week’s podcast considers the global challenge of improving access to clean water and examines the intersection of technology and water. While AI’s thirst for water is in the spotlight, the technology also promises meaningful efficiency gains in water management. Our speakers are: Alex Burr, Director, Investment Stewardship Elisa Piscopiello, Senior ETF Analyst Shichen Zhao, ETF Thematic Research Analyst This podcast is hosted by Harry Brooks, European Content Manager. 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. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass.…

L&G Talks Asset Management

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357: Investing in the UK: Real estate and beyond 15:13

vor 14 weeks15:13

15:13

This week on the podcast, we’re looking at the UK, exploring what might be in store for investors in real estate and certain related asset classes. The discussion focused on the macro picture we’re seeing at the moment, which sub-sectors may represent attractive investment opportunities and what certain private markets investors are saying about the UK. Joining for this episode we have: Neil Meikle – Head of Real Estate Capital Raising, L&G Michael Adefuye – Senior Research Manager, Private Markets, L&G This podcast is hosted by Nick Jardine, content manager for private markets. For professional investors only. Capital at risk. 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 LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.…

L&G Talks Asset Management

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356: Germany’s debt brake, Chinese tech and political polarisation – Market Talk 18:01

vor 15 weeks18:01

18:01

Ben Bennett, Head of Investment Strategy for Asia, discusses what Germany’s parliamentary election might mean for the future of the country’s much-discussed debt brake. Also on the agenda is the rally in Chinese tech stocks, and how political polarisation is influencing inflation forecasts in the US. All data is sourced from Eikon as at 24 February 2025 unless otherwise stated. For professional investors only. Capital at risk.…

L&G Talks Asset Management

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355: A long-term view on EMD 21:29

vor 16 weeks21:29

21:29

How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role of emerging markets in a multi-polar world? Answering these questions and more are Uday Patnaik, Head of Emerging Market Debt in our Active Strategies team, and Erik Lueth, Emerging Market Economist in our Asset Allocation team. This episode is hosted by Harry Brooks, European Content Manager. For professional investors only. Capital at risk.…

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