04 Jul 2022 2 min read

Pick of the pod: your monthly roundup from LGIM Talks


In June, our investment podcast covered aggressive central banks, the default cycle, antimicrobial resistance, build-to-rent and much more.


Want to keep abreast of fast-moving markets? Interested in what our CIO has to say each month? Or just curious to know the personality behind the professional? Then listen in on LGIM’s very own podcast channel. In June, we recorded:

Building a case for the build-to-rent sector

In this episode Mike Adefuye, Senior Research Manager, LGIM Real Assets, paints a picture of a typical BtR apartment, analyses the risks and opportunities faced by investors and examines the sector’s role as a potential inflation hedge.

Rising oil prices and slowing growth – Market Talk

Why is the oil price firming and what are the repercussions for global growth? And how quickly will central bankers continue to tighten monetary policy? Ben Bennett, Head of Investment Strategy and Research reveals all.

Aggressive central banks, fragile markets – the CIO call

In this month’s episode, Sonja Laud, LGIM’s chief investment officer, discusses the current bout of market volatility, with a focus on trading conditions, money markets and LDI strategies. Sonja is joined by Ed Wicks, Head of Trading, and Guy Whitby-Smith, Head of Solutions Portfolio Management.

AMR: what is it, why should investors care?

In this special episode of LGIM talks, Dame Sally Davies (pictured above with Michael Marks), UK Special Envoy on antimicrobial resistance, discusses the dangers of AMR and how an unwillingness to address this health issue affects not just patients but the whole of the food chain, our water system and ultimately investors.

This episode was recorded as part of LGIM’s Sustainability Summit and is hosted by Michael Marks, Head of Responsible Investment Integration.

Market Talk Asia Special

Against a backdrop of a gruelling six months for investors, we take a deep-dive into the world of high yield and investment-grade bonds, a look at underlying corporate fundamentals, and what to expect ahead of the upcoming Q2 results.

Speakers are Ben Bennett and Matt Rees, Head of Global Bond Strategies.

Coming up …

Don’t miss July’s episode of ‘In conversation with… Bill Hughes’, Global Head of Real Assets.


LGIM contributors