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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 portfolios for market booms and economic gloom.
From Trump's tariffs to irrational investors, L&G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.
To find out more, visit https://am.landg.com/en-uk/institutional/insights/
L&G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.
This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&G. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.
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 portfolios for market booms and economic gloom.
From Trump's tariffs to irrational investors, L&G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.
To find out more, visit https://am.landg.com/en-uk/institutional/insights/
L&G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.
This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&G. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.
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Ben Bennett, Chief Investment Strategist for Asia, shares his thoughts on the outlook for AI, inflation and bond markets. He also explores whether hyperscalers can continue to justify high expectations, what Asia can tell us about the AI trade, shifting signals from government bond yields, and the potential impact of energy prices on inflation and growth.This podcast was hosted by Sarka Halas, content manager.This podcast was recorded on 27 October 2026.All data is sourced from LSEG as of 27 October 2026 unless otherwise stated.For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only.Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.
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, and Paul Waters, Partner and Head of DC Markets at Hymans Robertson, to explore the growing focus on retirement income.Together, they explore why retirement income is one of the toughest challenges facing DC, how policy and new approaches are evolving, and whether the future lies in one dominant solution or a broader range of options designed around different needs.This episode was recorded on 7 October 2026. All information and views from L&G and Hymans Robertson as at date of recording.
France has moved back to the centre of investors' attention. Concerns over thecountry's fiscal outlook, rising debt burden and increasingly fragmented politicallandscape have prompted markets to demand a higher premium for holding Frenchassets, pushing the spread between French and German government bonds tolevels not seen since the eurozone sovereign debt crisis.In this episode, Amelie Chowna, Head of Fixed Income Strategic Initiatives is joined by Simon Bell, Fund Manager; Marc Rovers, Head of European Credit; and Robert Griffiths, Global Equity Strategist, to discuss why investors are suddenly paying attention to France, whether recent market moves reflect country-specific risks or a broader global bond sell-off, and why equity and credit investors should care about what appears to be a sovereign debt story.This was recorded on 13 October 2026.All data sourced from LSEG as of 13 October 2026, unless otherwise stated.For professional investors only. Capital at risk. Securities mentioned for illustrativepurposes only.Assumptions, opinions and estimates are for illustrative purposes only and aresubject to change. There is no guarantee that any forecast or projection will berealised.
Our Head of Delegated Solutions, Tim Dougall, offers his insights into what’s driving increased interest in fiduciary management and OCIO among UK pension schemes.In this episode we discuss:
What OCIO and fiduciary management services cover and how they can support clients
How L&G’s approach is different to more traditional fiduciary management models
Future trends in ESG and technology that trustees should be aware of
This podcast was recorded on Monday 5 October 2026.For professional investors only. While L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.
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 their thinking.Joining the podcast is Neil Meikle, Head of Private Markets Distribution. Neil brings a unique perspective, drawn from experience talking to private market investors of all stripes. The episode addresses real assets across the board, touching on areas such as digital infrastructure, operational real estate and clean power.This podcast is hosted by Nick Jardine, Content Manager for Private Markets at L&G.For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.
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