show episodes
 
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 optimis ...
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Focused on the people, products, and companies that are creating a better tomorrow, often in the transportation and manufacturing sectors. This show was previously called the Future of Mobility podcast. I aim to have real, human conversations to explore what these leaders and innovators are doing, why and how they’re doing it, and what we can learn from their experiences. If you care about making an impact then this show might be for you. Topics include manufacturing, production, assembly, a ...
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Conversations at the intersection of politics, economics, and diplomacy. Jack is a contributor to The Washington Post and The Australian Financial Review, and a former Executive Director of JP Morgan Chase. www.intersection-podcast.com
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show series
 
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 t…
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Electric bikes are more than a trend—they’re a key part of a more sustainable, accessible, and human transportation ecosystem. But the market is still early, and big challenges stand in the way: trust, affordability, infrastructure, and shifting consumer behavior. In this episode, Brandon Bartneck talks with Marta Anadón, Head of US at Upway, the l…
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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 prof…
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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 r…
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In this solo episode, Brandon unpacks a powerful idea that keeps surfacing in his work and personal life: we can’t solve problems we don’t understand. And we can’t understand problems until we stop speaking in generalities and start getting specific. The spark came from a bedtime story with his son—What Do You Do With a Problem? by Kobi Yamada—but …
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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 …
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In the world of logistics, automation is no longer a future concept—it’s happening now. But rolling out robotics in high-volume warehouse environments isn’t as simple as plugging in a machine and walking away. In this episode of Building Better, Brandon sits down with Jim Liefer, CEO of Ambi Robotics, to talk about what it actually takes to build a…
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Strategic planning too often becomes an annual ritual that loses meaning as soon as the binders hit the shelf. Mark Reich is on a mission to change that. In this episode of Building Better, Brandon Bartneck sits down with Mark Reich, author of Managing on Purpose and one of the foremost experts on hoshin kanri—a strategy deployment system rooted in…
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In this solo episode of Building Better, host Brandon Bartneck reflects on the first quarter of 2025. Drawing from recent episodes and his own evolving role leading engineering at PJ Wallbank Springs, Brandon shares the four themes that defined Q1: intentional innovation, operational leadership, learning and growth, and strategic problem-solving. T…
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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 …
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Autonomous trucking has long promised a more efficient, scalable future for freight. But making it real requires more than bold ideas—it takes precision, discipline, and a deep understanding of operations. In this episode of Building Better, Brandon Bartneck talks with Dr. Xiaodi Hou, founder and CEO of Bot Auto. They explore how Bot Auto is approa…
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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, Inves…
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Polaris is at the forefront of innovation in powersports, with a portfolio that spans off-road vehicles, motorcycles, snowmobiles, boats, and more. But what does it take to lead technology development in such a dynamic industry? In this episode of Building Better, Tony Kinsman, Chief Technology Officer and Vice President of Off-Road Engineering at …
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This week, I’m exploring an idea that’s been on my mind a lot lately: what happens when we push ourselves through something hard? Recently, I set a tough fitness goal, breaking 6:20 on a 2,000-meter row. I've trained for months. I prepped. Then, on test day, everything felt off. My body wasn’t cooperating, my mind was telling me to quit, and every …
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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 th…
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Rare earth elements are essential to electrification, decarbonization, and modern technology, yet only 1% of these materials are currently recycled globally. Cyclic Materials is changing that. In this episode of Building Better, Ahmad Ghahreman, CEO of Cyclic Materials, shares how his company is pioneering rare earth element recycling to create a c…
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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…
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For more than a century, window cleaning for skyscrapers has been a dangerous, labor-intensive job. Skyline Robotics is changing that. In this episode of Building Better, Ross Blum, President and COO of Skyline Robotics, discusses how their flagship robotic system, Ozmo, is transforming facade maintenance through automation. Ozmo cleans windows thr…
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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 Ass…
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In 2020, Sviatlana Tsikhanouskaya led the largest popular uprising in the history of Belarus, defeating authoritarian dictator Alexander Lukashenko in a landslide victory before being chased out of the country. Today, she leads Belarus' democratic alternative government in exile. We sat down in Vilnius to discuss the Ukraine war, and the outlook fo…
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The ability to learn on your own is one of the most valuable skills you can develop. The world is moving too fast to rely only on formal education or structured training. If you want to stay ahead, you need to take control of your own learning. In this solo episode, Brandon Bartneck breaks down three key pillars of effective learning: Depth & Bread…
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Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. On the agenda are the first few weeks of the second Trump presidency, some mixed messages from the UK’s central bank, and strong performance from Europe’s equity markets. This podcast is hosted by Harry Brooks, Content Manager. All data is sourced…
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This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast. We’re joined by Bill Hughes, Global Head of Private Markets and Rob Martin, Global Head of Investment Strategy and Research, for a hugely informative chat centred on L&G’s Private Markets platform. The pair tackle both recent events and long-…
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Tony Olivo and Ken Rahn from FlexGen join the conversation to discuss the evolution of energy storage and its role in grid stability. FlexGen has transitioned from a hardware-focused company to a software-first approach, helping utilities and developers optimize energy storage solutions. The discussion covers the challenges of communicating value i…
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In this episode of Building Better with Brandon Bartneck, Kacie Freeberg, a leader in automotive returnable packaging, joins the conversation to discuss the critical role of sustainable packaging solutions in the supply chain. Kacie is Senior Director, Industrial at ORBIS Corporation. With a deep understanding of returnable packaging, Kacie shares …
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Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios. Topics up for discussion include: Why the FX hedging debate matters for investors today Two big factors that are often overlooked Conclusions from analysis of a century of equity market data This p…
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In this episode of Building Better with Brandon Bartneck, Trevor Blondeel, founder of Manufacturing Greatness, joins the conversation to explore the evolving landscape of manufacturing leadership. Trevor brings over 25 years of experience in the manufacturing industry, sharing insights on bridging the gap between expectations and reality in leaders…
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Join Sonia Laud, our Chief Investment Officer, as she shares her thinking on the key themes that should now be on investors’ radars. In this week’s podcast, we’re delighted to share a special presentation from our CIO, Sonja Laud, who spoke recently as part of a client webinar held in partnership with Professional Pensions. In her presentation Sonj…
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In this episode of Building Better with Brandon Bartneck, Tim Huntzinger, founder of California-based XOTO, shares his journey from designing in the aerospace and automotive industries to creating a revolutionary three-wheeled vehicle. With over 20 years of experience working for top companies like NASA, Boeing, Fisker, Rivian, GM, and Kittyhawk, T…
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Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and market mood ahead of Donald Trump’s inauguration on Monday. Also up for discussion are earnings season expectations, supply-side oil pressures, and what might be the most disappointing Christmas present on record. This podcast is hosted by…
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In this episode of Building Better with Brandon Bartneck, Felix Leach, Associate Professor at the University of Oxford, and Nick Molden, CEO of Emissions Analytics, join the discussion on sustainable transportation. The conversation emphasizes the critical role of mass and distance in determining the environmental impact of transportation, highligh…
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What role does Asia play LGIM's global growth strategy? To find out, this month we sit down with Natasha Mora, MD of LGIM Asia, to learn about our presence in one of the most economically dynamic areas of the world. In a broad-ranging discussion, we cover Natasha's background in law, the unique characteristics of the Asian market, her favourite pla…
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In this episode of Building Better with Brandon Bartneck, we explore the multifaceted nature of sustainability in the automotive industry with two guests: Bridget Grewal, Director of Packaging Continuous Improvement at Magna International, and Kellen Mahoney, Director at the Suppliers Partnership for the Environment (SP). The discussion highlights …
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In this reflective episode, Brandon Bartneck reviews the year 2024, discussing the evolution of his podcast, what he has learned about his core values, and the lessons learned throughout the year. He emphasizes the significance of love, growth, and joy in his life and work, while also sharing insights on systems engineering, problem-solving, and th…
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Hiten Sonpal is the CEO of RISE® Robotics, an industrial technology company headquartered in Somerville, Massachusetts, specializing in sustainable motion control solutions for heavy machinery. He discusses the innovative technology behind their electric actuation system, Beltdraulic™, which offers significant advantages over traditional hydraulic …
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We recently published our outlook for private markets in 2025, looking at some of the factors potentially impacting these assets over the next 12 months. In this edition of LGIM Talks, we dive into some of the sub-sectors of private markets in a little more detail, looking at what the year ahead might have in store. Joining us we have: Matteo Colom…
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Kevin Damoa is founder and CEO of Glid Technologies, revolutionizing transportation with its Multi-Modal Autonomous Road to Rail Glider technology. Links: Show notes: http://brandonbartneck.com/buildingbetter/kevindamoa Edison Manufacturing Exchange: https://brandonbartneck.substack.com/publish/home\ linkedin.com/in/brandonbartneck/ https://glidrai…
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How have markets reacted to political turmoil in France and South Korea? Will central bankers in Europe and the US remain on the same rates path? And why can’t a team of 1,000 economists predict a recession with any degree of certainty? This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon as at 10 December 2024 un…
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Abey Abraham is a Managing Principal at Ducker Carlisle where he leads Ducker’s automotive and materials practice, specializing in transportation, mobility, and electrification related client needs. He joins to discuss the complexities of the automotive industry, particularly focusing on electrification, regulations, and the future of internal comb…
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In a special podcast ahead of the publication of our 2025 global outlook, our experts offer key views across public and private markets in what promises to be yet another dramatic year for investors. On our panel is Sonja Laud, Global CIO; Christopher Jeffery, Head of Macro Strategy; Colin Reedie, Head of Active Strategies; Rob Martin, Global Head …
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Colin Godby is CEO and co-founder of Dust. He joins shares his journey from mechanical engineering to creating electric dirt bikes, discussing the importance of recreation for mental health, the mission of Dust to make dirt biking more accessible, and the advantages of electric bikes over traditional internal combustion models. Colin emphasizes the…
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In this episode, we explore the crucial role that mathematics plays in modern investment strategy. We also discuss how human irrationality shows up in investment behaviour and share practical ideas for numerically minded students considering a career in the industry. This episode features Fadi Zaher, Head of Index Solutions, and Aanand Venkataraman…
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Patrick Hunt is a GP at New Industry VC. He joins to discuss the critical concepts of narrative command and operational mastery in the context of building deep tech hardware startups. He shares insights from his experience at Rivian and Our Next Energy, emphasizing the challenges of managing change, the importance of structured risk management, and…
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Will the US Federal Reserve cut rates again in December? How is dollar strength affecting Europe and Japan? And why have markets been unmoved by the policy support announcement from China? This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon as at 20 November 2024 unless otherwise stated. For professional investor…
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Suman Sehra is the Global Vice President of Automotive Product & Platform Portfolio Management within HARMAN’s Automotive Connectivity business unit. He joins to explore the evolving landscape of connected vehicles and the role of connectivity in modern automotive technology. Links: Show notes: http://brandonbartneck.com/buildingbetter/sumansehra E…
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Earlier this month, representatives of 196 countries gathered in Columbia for the United Nations’ COP16 – the world’s largest biodiversity summit. It was two years ago at COP15 - when governments struck a historic deal to halt the destruction of ecosystems. So, COP16 had big boots to fill! But what actually happened at the summit and what could it …
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Aseem Kapur is Chief Revenue Offer at GM Energy. He joins to discuss the company's commitment to an all-electric future and the various strategies they are implementing to drive EV adoption. He highlights the importance of customer value propositions, home energy management systems, and commercial solutions for fleet electrification. The conversati…
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Following Donald Trump’s historic comeback, we assess the key implications for investors in a special podcast recorded hours after the result was announced. During the call, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Jason Shoup, CIO and Co-Head of Global Fixed Income at LGIM America, and Tim Drayson, Head of Economics at LGIM. They …
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Lowell Mora joins to discuss the critical role of finance in business strategy, particularly for family-owned businesses. Lowell shares his extensive experience as a CFO, emphasizing the importance of financial planning, analysis, and the need for businesses to adapt and prepare for transitions. The conversation explores the nuances of financial fu…
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