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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
  • 377: Do famous investment sayings hold water?

    377: Do famous investment sayings hold water?
    Sep 11 2025
    Anyone who has spent time thinking about markets is likely to have heard at least a few time-honoured investing aphorisms.

    But do they actually work?

    In this episode, three experts discuss the findings from their recent whitepaper, which aimed to answer this question, separating the pearls of wisdom from the specious sayings. Our speakers are:

    • Christopher Jeffery, head of macro strategy
    • Christopher Teschmacher, fund manager and head of asset allocation investment specialists, and
    • Patrick Greene, strategist
    This podcast is hosted by Dee Campell, DC Content Manager, and was recorded on 8 September 2025.

    To read the whitepaper, search for ‘L&G insights’, where you’ll find all our latest thought leadership.


    It should be noted that diversification is no guarantee against a loss in a declining market. For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future.
    Show More Show Less
    17 mins
  • 376: Government debt and the uncertainty premium – Market Talk

    376: Government debt and the uncertainty premium – Market Talk
    Sep 4 2025
    Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the latest drama at the US Federal Reserve, political developments in France, and China’s equity market rally.
    This podcast was recorded on 3 September 2025 and is hosted by Harry Brooks.
    All data is sourced from LSEG as at 3 September 2025 unless otherwise stated.
    For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future.
    Show More Show Less
    25 mins
  • 375: Interest rate expectations, US data revision and AI earnings – Market Talk

    375: Interest rate expectations, US data revision and AI earnings – Market Talk
    Aug 6 2025
    Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the steepening of the yield curve, the collision of politics and economic data, and bumper earnings from the US tech giants.
    This podcast was recorded on 6 August 2025 and is hosted by Harry Brooks.
    All data is sourced from LSEG as at 5 August 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 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. Past performance is not a guide to the future.
    Show More Show Less
    22 mins
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