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L&G Talks Asset Management

L&G Talks Asset Management

By: L&G
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About this listen

 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.





LGIM Economics Personal Finance
Episodes
  • 371: Our midyear global outlook – the CIO call

    371: Our midyear global outlook – the CIO call
    Jul 4 2025

    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 particularly eventful first six months of 2025. Topics covered include:
    • Long-term implications from the tariffs-related volatility spike
    • How our AFI team in Chicago is navigating policy uncertainty
    • The approach taken by our Multi-Asset team to USD assets
    • The outlook for private market assets – and their role in portfolios
    • Addressing concentration risk within index and ETF strategies

    During the episode, Sonja Laud, our Global CIO, was joined by:
    • Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy, Asset Management, America
    • Christopher Jeffery, Head of Macro Strategy
    • David Barron, Global Head of Index and ETFs
    • Rob Martin, Global Head of Investment Strategy & Research, Private Markets

    The speakers also offer non-consensus market views for the next six months – and share what they are planning to read and watch over the summer.
    The podcast was recorded on 3 July and was moderated by Max Julius, Head of Content.
    For professional investors only. Capital at risk.
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    42 mins
  • 370: Middle East conflict, inflation and interest rates – Market Talk

    370: Middle East conflict, inflation and interest rates – Market Talk
    Jun 25 2025
    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 divergence between the US and Europe, the shortcomings of economic data, and why GDP per capita may not tell the whole story of emerging markets.
    This podcast was recorded on 24 June 2025.

    All data is sourced from LSEG as at 24 June 2025 unless otherwise stated.
    For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only.
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    21 mins
  • 369: How to tackle equity market concentration risk

    369: How to tackle equity market concentration risk
    Jun 19 2025
    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, Head of Pooled Index Investment Specialists, and Andrzej Pioch, a Fund Manager specialising in multi-asset strategies in our Asset Allocation team.

    All data from Bloomberg as at 5 June 2025 unless otherwise stated.

    For professional investors only. Capital at risk. Past performance is not a guide to the future. It should be noted that diversification is no guarantee against a loss in a declining market. Securities are 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 L&G portfolio. The above information does not constitute a recommendation to buy or sell any security. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass.
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    17 mins

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