L&G Talks Asset Management
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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 opportuni...
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389 odcinków
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 c...
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 di...
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.<...
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.
Amel...
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 remarkabl...
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 priva...
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
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 Bu...
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.
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’ atte...
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.
In...
382: 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 thi...
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 str...
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 developm...
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: quantu...
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 grow...
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 ac...
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, a...
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,...
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 cover...
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 Ja...
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...
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...
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 ra...
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 speake...
369: 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?...
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
367: 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 outlo...
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 u...
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’...
364: 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 tarif...
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 t...
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...
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 pol...
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 cl...
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...
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 intersect...
357: 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.
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-dis...
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 emergi...