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1 The trick to powerful public speaking | Lawrence Bernstein 17:27
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Why do so many of us get nervous when public speaking? Communication expert Lawrence Bernstein says the key to dealing with the pressure is as simple as having a casual chat. He introduces the "coffee shop test" as a way to help you overcome nerves, connect with your audience and deliver a message that truly resonates. After the talk, Modupe explains a similar approach in academia called the "Grandma test," and how public speaking can be as simple as a conversation with grandma. Want to help shape TED’s shows going forward? Fill out our survey ! Become a TED Member today at https://ted.com/join Learn more about TED Next at ted.com/futureyou Hosted on Acast. See acast.com/privacy for more information.…
355: A long-term view on EMD
Manage episode 467599764 series 2402082
Content provided by Audioboom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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.
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.
364 episodes
Manage episode 467599764 series 2402082
Content provided by Audioboom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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.
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.
364 episodes
All episodes
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L&G Talks Asset Management

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.…
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L&G Talks Asset Management

1 368: As above, so below: The case for crossover private credit 24:10
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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.…
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L&G Talks Asset Management

1 367: L&G explains: What does the term ‘money market fund’ actually mean? 11:58
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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.…
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L&G Talks Asset Management

1 366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk 22:22
22:22
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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.…
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L&G Talks Asset Management

1 365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond 20:43
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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.…
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L&G Talks Asset Management

1 364: What’s driving the recovery? Market Talk 24:08
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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.…
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L&G Talks Asset Management

1 363: Can factor strategies be decarbonised? 15:39
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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 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.…
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L&G Talks Asset Management

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.…
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L&G Talks Asset Management

1 361: The art of the deal? US credit in 2025 40:48
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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 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.…
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L&G Talks Asset Management

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.…
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L&G Talks Asset Management

1 359: Where next for markets after a turbulent Q1? 41:32
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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 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.…
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L&G Talks Asset Management

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.…
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L&G Talks Asset Management

1 357: Investing in the UK: Real estate and beyond 15:13
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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 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.…
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L&G Talks Asset Management

1 356: Germany’s debt brake, Chinese tech and political polarisation – Market Talk 18:01
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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 2025 unless otherwise stated. For professional investors only. Capital at risk.…
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L&G Talks Asset Management

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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