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 Management369: Unpacking unconstrained strategies
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…
- L&G Talks Asset Management
368: As above, so below: The case for crossover private credit
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…
L&G Talks Asset Management367: L&G explains: What does the term ‘money market fund’ actually mean?
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…
- L&G Talks Asset Management
366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk
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…
- L&G Talks Asset Management
365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond
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…
L&G Talks Asset Management364: What’s driving the recovery? Market Talk
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…
- L&G Talks Asset Management
363: Can factor strategies be decarbonised?
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…
- L&G Talks Asset Management
362: Where next for US assets? Market Talk
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…
- L&G Talks Asset Management
361: The art of the deal? US credit in 2025
At the beginning of the year, a narrative of US exceptionalism was the consensus among many market participants. However, significant policy uncertainty…
- L&G Talks Asset Management
360: Retirement realities
In this episode, we explore Defined Contribution (DC) investments and the changing reality of retirement. Our DC Head of Clients, Jayesh Patel, and clinical…
- L&G Talks Asset Management
359: Where next for markets after a turbulent Q1?
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…
- L&G Talks Asset Management
358: Water, AI and data centres
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…
L&G Talks Asset Management357: Investing in the UK: Real estate and beyond
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…
- L&G Talks Asset Management
356: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
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…
- L&G Talks Asset Management
355: A long-term view on EMD
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…
- L&G Talks Asset Management
354: US tariffs, BoE cut and European equity rally – Market Talk
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…
- L&G Talks Asset Management
353: The View from the Top: A long-term look at private markets
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…
- L&G Talks Asset Management
352: Should investors hedge forex risk?
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…
- L&G Talks Asset Management
351: 2024 reflections and 2025 preparations – the CIO call
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…
- L&G Talks Asset Management
350: What’s going on in government bonds? Market Talk
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…
- L&G Talks Asset Management
349: In conversation with... Natasha Mora, Managing Director LGIM Asia
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…
- L&G Talks Asset Management
348: Private markets in 2025: Digital infrastructure, affordable housing and university spinouts
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…
L&G Talks Asset Management347: Political drama, interest rates and fallible forecasts – Market Talk
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…
- L&G Talks Asset Management
346: 2025 outlook: US exceptionalism, political risk and non-consensus views
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…
- L&G Talks Asset Management
345: Maths, markets and misconceptions
In this episode, we explore the crucial role that mathematics plays in modern investment strategy. We also discuss how human irrationality shows up in…
- L&G Talks Asset Management
344: Dollar dominance deconstructed – Market Talk
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…
- L&G Talks Asset Management
343: COP16 – outcomes, opportunities and observations
Earlier this month, representatives of 196 countries gathered in Columbia for the United Nations’ COP16 – the world’s largest biodiversity summit. It was two…
- L&G Talks Asset Management
342: What does Trump’s election win mean for investors?
Following Donald Trump’s historic comeback, we assess the key implications for investors in a special podcast recorded hours after the result was announced…
- L&G Talks Asset Management
341: What does ‘climate action investing’ actually mean?
The goal is to allocate more capital to the business opportunities the transition creates, while simultaneously driving down emissions over time. Traditionally…
- L&G Talks Asset Management
340: China rally, US jobs and Japan’s new PM – Market Talk
Has the blistering rally in Chinese equities got further to go, or was that it? What do strong jobs numbers out of the US tell us about the likely path of…
- L&G Talks Asset Management
339: Fixed income in focus: checking in on Euro credit
For the latest in our quarterly series of updates on the global fixed income market, LGIM’s Head of Euro Credit Marc Rovers gives us a detailed briefing on…
- L&G Talks Asset Management
338: US election: key themes for investors – the CIO call
Many of the themes at the heart of the US election are of immense importance to investors. As the presidential race enters its final stage, we discuss the key…
- L&G Talks Asset Management
337: In conversation with… Ben Cherrington, Head of UK Wholesale
What does it take to rise up the ranks of investment distribution? And how has the advent of hybrid working and the demise of corporate hospitality changed the…
- L&G Talks Asset Management
336: Volatility, dis-inversion and the path of rates – Market Talk
What was behind last month’s ‘flash crash’ and last week’s smaller wobble? Does the dis-inversion of the US treasury yield curve signal recession? And what are…
- L&G Talks Asset Management
335: Master trust matters with Robert Waugh, Chair of Trustees of the Legal & General Mastertrust
It’s been more than a year since Robert Waugh took over as the independent chair of the Legal & General Mastertrust’s board of trustees. In our latest DC…
- L&G Talks Asset Management
334: What do the terms ‘run-on’ and ‘surplus’ actually mean?
With surplus extraction now a realistic proposition for many DB schemes, ‘run-on’ could be an increasingly popular endgame option. In our latest DB podcast we…
- L&G Talks Asset Management
333: Happy holidays from LGIM Talks!
We’re taking a short break from the pod but we’ll be back on 22 August with more news and views from across our investment teams.
- L&G Talks Asset Management
332: What's in a name? The power of global brands
What can the summer of sport tell us about the power of the world’s biggest brands? How can brand value be quantified? And why might investors seek to add…
- L&G Talks Asset Management
331: US elections, equity rotation, and a major celebration – Market Talk
How should investors interpret the latest twists and turns in the race for the White House? What’s behind the rise in US small-cap stocks? What should…
- L&G Talks Asset Management
330: Private markets: where next?
Is investor interest in private markets set to continue? Or has their appeal been hit by the interest rate cycle of the last two years? And how can investors…
- L&G Talks Asset Management
329: Peeping behind the curtain: private market investments in DC pensions
With so much to uncover about how private market investments could fit into DC pension fund strategies, we look at some of the challenges and how they might be…
- L&G Talks Asset Management
328: UK election special: our experts discuss investor implications
The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of a…
- L&G Talks Asset Management
327: Elections, Nvidia and ballooning deficits – Market Talk
How should investors aim to navigate the wave of election uncertainty currently enveloping financial markets? Is Nvidia a classic example of concentration…
- L&G Talks Asset Management
326: Climate Impact Pledge 2024 – moving the needle on net zero
In this special episode, we mark the publication of our 2024 Climate Impact Pledge report, by discussing the highlights and key findings of our engagement…
- L&G Talks Asset Management
325: Fixed income in focus: halfway there
As bond investors look towards the second half of 2024, we hear from Colin Reedie, Head of Active Strategies, regarding the myriad of forces driving financial…
- L&G Talks Asset Management
324: Indian elections, Chinese bond yields and US payrolls - Market Talk
Where next for investors in light of the Indian election result? Are Chinese bond yields seemingly low relative to their Western counterparts, or should they…
- L&G Talks Asset Management
323: Water scarcity: why it matters for investors
Saturday 8 June is World Ocean Day, which this year has the theme of catalysing action for our ocean and climate. It’s a timely reminder of the vital…
- L&G Talks Asset Management
322: US consumption, equity and credit divergence and copper – Market Talk
Are tighter lending conditions finally impacting the US consumer? What’s behind the apparent divergence in equity and credit markets? And why is the price of…
- L&G Talks Asset Management
321: Digging deeper into commodities: geopolitics, the energy transition and gold
In a follow-up to our February podcast that introduced commodities as an asset class, we return to the subject. This time around, we explore the intersection…
- L&G Talks Asset Management
320: What does the term ‘endgame’ actually mean?
With DB schemes maturing rapidly amid higher funding levels, talk of endgame strategies is all around. Yet what specifically are we referring to when we talk…
- L&G Talks Asset Management
319: Patient Powell, China’s equity rally and oil - Market Talk
With strong US growth and sticky inflation, why is Jay Powell still in patient mode on the interest rate front? What’s behind the near 20% rally in the Hang…
L&G Talks Asset Management318: Engage for change: Active Ownership at LGIM
To coincide with the launch of LGIM’s 13th annual Active Ownership report, we discuss the depth and breadth of our work in 2023 on the issues of nature…
- L&G Talks Asset Management
317: What megatrends will define the future of real assets?
Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete. To…
- L&G Talks Asset Management
316: Geopolitics, higher real yields, and China GDP – Market Talk
How do investors price in geopolitical tensions? And with fewer than two US interest rate cuts now priced into markets, is there any stopping the rise of the…
- L&G Talks Asset Management
315: Why ‘Goldilocks’ is in danger – the CIO call
In our first official CIO call of 2024, we weigh how the macro, political and geopolitical outlook might affect the already-impressive rally notched up by many…
- L&G Talks Asset Management
314: Financial advisers: riding the rollercoaster
With a wave of new regulation and an ever-increasing range of investment products and solutions from which to choose, the job of wealth managers and financial…
- L&G Talks Asset Management
313: Strong equities, supportive credit, currency vol – Market Talk
As we head towards the end of the first quarter, Ben Bennett, Investment Strategist APAC, examines the reasons behind equity and credit strength despite…
- L&G Talks Asset Management
312: Fixed income in focus: emerging market debt
In light of a solid macroeconomic backdrop for emerging markets, and a benign currency outlook, why is investor positioning for emerging market debt still…
- L&G Talks Asset Management
311: Divorced, retired, female: The hidden cost of divorce for women
We all know about the gender pensions gap, but what about the risks to women’s retirement prospects after a divorce? In this International Women’s Day special…
- L&G Talks Asset Management
310: An alphabet of acronyms – Market Talk
PCE, CPI and PPI – all forms of measuring inflation and all likely to shape current thinking by the US Federal Reserve and, by implication, other central…