L&G Talks Asset Management

L&G
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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 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.

  1. Investing in the UK: Real estate and beyond

    6 MAR

    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 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.

    15 min
  2. Germany’s debt brake, Chinese tech and political polarisation – Market Talk

    27 FEB

    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 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.

    18 min
  3. A long-term view on EMD

    20 FEB

    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 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.

    21 min
  4. US tariffs, BoE cut and European equity rally – Market Talk

    13 FEB

    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 Trump presidency, some mixed messages from the UK’s central bank, and strong performance from Europe’s equity markets. This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon as at 11 February 2025 unless otherwise stated. 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 LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.

    20 min
  5. The View from the Top: A long-term look at private markets

    11 FEB

    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 Markets and Rob Martin, Global Head of Investment Strategy and Research, for a hugely informative chat centred on L&G’s Private Markets platform. The pair tackle both recent events and long-term secular trends, assessing how the private markets space is likely to be impacted by both. 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.

    21 min
  6. Should investors hedge forex risk?

    30 JAN

    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 up for discussion include: Why the FX hedging debate matters for investors today Two big factors that are often overlooked Conclusions from analysis of a century of equity market data This podcast is hosted by Harry Brooks, Content Manager. Analysis is based on LGIM calculations of data from sources including the Bank of England, Fama French database and Bloomberg.  For professional investors only. Capital at risk.

    12 min
  7. 2024 reflections and 2025 preparations – the CIO call

    23 JAN

    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, we’re delighted to share a special presentation from our CIO, Sonja Laud, who spoke recently as part of a client webinar held in partnership with Professional Pensions. In her presentation Sonja covers: Her assessment of what led to strong equity market performance in 2024 Factors to consider when weighing up where to invest in 2025 How UK bond markets are currently positioned amid rising yields For professional investors only. Capital at risk.

    14 min
  8. What’s going on in government bonds? Market Talk

    16 JAN

    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 on Monday. Also up for discussion are earnings season expectations, supply-side oil pressures, and what might be the most disappointing Christmas present on record.  This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon as at 14 January 2025 unless otherwise stated. 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 LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.

    24 min
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4.9
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About

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.

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