Shows / L&G Talks Asset Management
L&G Talks Asset Management
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…
Episodes
L&G Talks Asset Management428: Market Talk: What AI and bond markets are telling investors
Ben Bennett, Chief Investment Strategist for Asia, shares his thoughts on the outlook for AI, inflation and bond markets. He also explores whether hyperscalers…
- L&G Talks Asset Management
427: The retirement income lens
In this episode of DC Close Up for L&G Talks Asset Management, Lesley-Ann Morgan, Global Head of DC, is joined by Micah Smith, Head of Retirement Innovation at…
- L&G Talks Asset Management
426: French bond spreads: a warning sign for Europe?
France has moved back to the centre of investors' attention. Concerns over the country's fiscal outlook, rising debt burden and increasingly fragmented…
- L&G Talks Asset Management
425: What do the terms OCIO and fiduciary management actually mean?
Our Head of Delegated Solutions, Tim Dougall, offers his insights into what’s driving increased interest in fiduciary management and OCIO among UK pension…
- L&G Talks Asset Management
424: Real assets roundup – what’s moving the needle?
This week’s episode takes a broad look at real assets. We assess how investors are looking at this sector and how the macro-economic backdrop may be impacting…
- L&G Talks Asset Management
423: The higher-for-longer reckoning
Ben Bennett, Chief Investment Strategist for Asia, examines one of the market's biggest puzzles: why equity markets continue to shrug off rising bond yields…
- L&G Talks Asset Management
422: AI: victors, vulnerabilities and value
The AI investment story is evolving beyond today's market leaders. Economist Matthew Rodger and Portfolio Manager in our Active Equities team Ewan Bowerbank…
- L&G Talks Asset Management
421: A new era for rates and bonds? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on what higher rates could mean for inflation, equities and bond markets. He also explores…
- L&G Talks Asset Management
420: What separates a good managed portfolio service from a great one?
L&G’s James Giblin, Fund Manager, and Dorian Squires, Investment Director at Apollo Investment Management, go beyond performance numbers to explore the people…
- L&G Talks Asset Management
419: What’s behind the global bond selloff? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. Also on the agenda is…
- L&G Talks Asset Management
418: The new rules of global credit: finding an edge in a fragmented world
In this episode of L&G Talks, Ian Hutchinson, Head of Global Bond Strategies and Radha Mathur, Fixed Income Investment Specialist explore why global credit is…
- L&G Talks Asset Management
417: DC Close Up: The default lens
For most DC savers, the default fund is their pension journey. Yet behind what appears to be a simple member experience sits a complex set of investment…
- L&G Talks Asset Management
416: Platform investing: Beyond core real estate
On the latest episode of L&G Talks Asset Management, we dive into the world of platform investing. We cover what platform investing is, looking at how this…
- L&G Talks Asset Management
415: Are treasuries untethering from the oil price? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on why US treasury yields stayed elevated as the oil price fell, the latest developments in…
- L&G Talks Asset Management
414: Private markets: myth vs reality
Private markets come with a powerful narrative: patient capital, complexity premia, and access to parts of the economy public markets can’t reach. But with…
L&G Talks Asset Management413: How robotics and AI are transforming the world
Are we on the cusp of a new era of robotics? How is AI enabling machines to perform more complex tasks than ever before? And how will these overlapping…
- L&G Talks Asset Management
412: Our midyear investment outlook – the CIO call
This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and offers…
- L&G Talks Asset Management
411: In the room: how investment decisions are made
What really drives an investment decision and what happens before a trade ever reaches your portfolio? L&G’s Francis Chua, Fund Manager, and Chris Franklin…
- L&G Talks Asset Management
410: Keeping tabs on digital infrastructure
On this week’s episode of L&G Talks Asset Management, we sit down with Achal Arora, Managing Director of Digital Infrastructure Investments. With digital…
- L&G Talks Asset Management
409: Systematic solutions: meet the team behind the strategies
What is meant by the term ‘systematic solutions’? Why are they increasingly important for investors? And how is AI changing the way they are constructed? In…
- L&G Talks Asset Management
405: Do charities suffer from money illusion?
Money illusion is one of the most common behavioural biases and with nearly £30 billion held in cash, are UK charities assuming that the most cautious…
- L&G Talks Asset Management
408: Unpacking the US Investment Outlook
In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines—understanding how powerful structural shifts like AI…
- L&G Talks Asset Management
407: In conversation with Jo McCaffrey: leading through change
L&G’s Chief Strategy and Product Officer Jo McCaffrey talks to Chief Marketing Officer Andy McQuillan about the rapidly accelerating evolution of asset…
- L&G Talks Asset Management
406: All eyes on Affordable Housing
L&G’s Affordable Housing platform is a demonstration of how investing in real assets has the potential to make a real difference. Aside from offering a…
- L&G Talks Asset Management
404: Behaviour, data and technology: the DC outcomes equation
This episode explores how the DC industry – and L&G – can move from member engagement to action, at a time when new research* indicates that 41% of working…
- L&G Talks Asset Management
403: The case for dynamic duration management in credit portfolios
In this episode, Amelie Chowna, Head of Fixed Income Strategic Initiatives and Alex Mack, Head of Inflation and Rates explore the role of duration in fixed…
- L&G Talks Asset Management
402: Prepare don’t predict: Tackling geopolitical uncertainty
We can’t predict how geopolitical events unfold, but how do investors adapt to market stress and maintain portfolios that remain robust regardless of the…
- L&G Talks Asset Management
401: Middle East update – market impacts and outlook
This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict in the Middle East…
- L&G Talks Asset Management
400: Three paths to diversification
In this special edition of L&G Talks Asset Management, we examine three different approaches to diversification. Our speakers are: Elisa Piscopiello, Senior…
L&G Talks Asset Management399: Middle East conflict: implications for investors
This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent escalation in the Middle…
- L&G Talks Asset Management
398: US tariffs, AI meltdown and JGBs – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the US Supreme Court’s ruling on tariffs, concerns around the future of software firms…
- L&G Talks Asset Management
397: Endgame Insights: Putting theory into practice
In late 2024, we published our inaugural Endgame Insights report for DB schemes. With a new version around the corner, here’s a sneak preview of what’s new and…
- L&G Talks Asset Management
396: Mind the gap: Can CDC schemes resolve intergenerational unfairness?
Collective Defined Contribution (CDC) schemes are being described as the next evolution in pensions, yet innovation often comes with challenges. John Southall…
- L&G Talks Asset Management
395: Private markets – Carving a path
What do the next 12 months have in store for private markets? That’s the question our panel aims to answer on this week’s podcast. Discussion focused on what…
- L&G Talks Asset Management
394: Dividend strategy: avoiding traps and tapping income potential
How important are dividends as a component of overall equity returns? Which countries offer the best prospects? And how can investors seek to avoid dividend…
- L&G Talks Asset Management
393: Greenland, Japanese bonds and a volatility playbook – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the market response to President Trump’s comments on Greenland, how investors can stay…
- L&G Talks Asset Management
392: Seeking differentiated alpha in 2026 and beyond
In 2026, investors continue to face volatility and uncertainty. How can they seek to access differentiated alpha through targeting potential market…
- L&G Talks Asset Management
391: Changing the status quo: Smarter investment strategies for DC
With pensions adequacy an increasingly critical issue for the industry, we examine how smarter DC investment strategies are more important than ever. From…
- L&G Talks Asset Management
390: In conversation with… Amelie Chowna
In this episode of L&G Talks, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives. Amelie shares her career journey…
- L&G Talks Asset Management
389: Our 2026 investment outlook – the CIO call
This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year…
- L&G Talks Asset Management
388: Private credit perspectives from Blackstone and L&G
In this special episode, we discuss our partnership with Blackstone, the world’s largest alternative asset manager. We also offer an overview of private credit…
- L&G Talks Asset Management
387: Europe’s energy transition: An opportunity among the challenges
Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean…
- L&G Talks Asset Management
386: UK Budget – implications for investors
Listen to our in-house investment professionals share their thoughts on the Budget. It’s difficult to remember a time when a UK Budget was more nervously…
- L&G Talks Asset Management
385: Are we in an AI boom or bubble?
A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors. Advances…
- L&G Talks Asset Management
384: Buyout 2.0: Back to basics
Our Head of Solutions Distribution joins the podcast to share our latest endgame thinking for DB schemes. It won’t have escaped DB clients’ attention that…
- L&G Talks Asset Management
383: Are growth strategies anti-value?
These two investment styles are often positioned as opposites, but this framing may obscure the complex interplay between them. Instead, Ayah Habboub, and…
L&G Talks Asset Management382: Artificial reality vs. the real world – the economics of AI
How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this theme…
- L&G Talks Asset Management
381: Politics, emerging markets and gold – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on political turbulence in the US, France and Japan, and considers whether the structural…
- L&G Talks Asset Management
380: Our global approach to active fixed income
In today’s interconnected markets, we believe taking a global approach to managing fixed income assets is essential, as economic or political developments in…
- L&G Talks Asset Management
379: Quantum computing: What, how and when?
This week on L&G Talks Asset Management we bring together a panel of leading experts to discuss one of the most talked-about technology topics: quantum…
- L&G Talks Asset Management
378: Why doesn’t it feel like a bull market? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on upcoming central bank decisions, and explains why market returns, economic growth and…
- L&G Talks Asset Management
377: Do famous investment sayings hold water?
Anyone who has spent time thinking about markets is likely to have heard at least a few time-honoured investing aphorisms. But do they actually work? In this…
- L&G Talks Asset Management
376: Government debt and the uncertainty premium – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the latest drama at the US Federal Reserve, political developments in France, and…
- L&G Talks Asset Management
375: Interest rate expectations, US data revision and AI earnings – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the steepening of the yield curve, the collision of politics and economic data, and…
- L&G Talks Asset Management
374: UK universities: A nexus for private market investment
On this week’s L&G Talks Asset Management, we cover how UK universities are creating a nexus for Private Markets investment. Our recent research covered this…
- L&G Talks Asset Management
373: Where next for AI stocks? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on early signs that tariffs are having an impact on US inflation, volatility in Japanese…
- L&G Talks Asset Management
372: In conversation with... Eric Adler, CEO, Asset Management
In this special and wide-ranging episode, Eric reflects on his journey through the asset management industry and the personal values that informed his decision…
- L&G Talks Asset Management
371: Our Midyear Global Outlook – The CIO call
We recorded this special episode to mark the publication of our midyear global outlook, which offers key views across public and private markets after a…
- L&G Talks Asset Management
370: Middle East conflict, inflation and interest rates – Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the market impact of the Middle East conflict. Also on the agenda is possible rates…
- L&G Talks Asset Management
369: How to tackle equity market concentration risk
With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it. Our speakers are Aude Martin…