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L&G Talks Asset Management

L&G Talks Asset Management

By: L&G
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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.





LGIM Economics Personal Finance
Episodes
  • 397: Endgame Insights: Putting theory into practice

    397: Endgame Insights: Putting theory into practice
    Feb 19 2026
    In late 2024, we published our inaugural Endgame Insights report for DB schemes. With a new version around the corner, here’s a sneak preview of what’s new and how DB schemes are approaching the endgame options they have at their disposal.
    Mat Webb, Head of Endgame Solutions, shares his thoughts on:
    • What’s different about L&G’s latest Endgame Insights report?
    • Key highlights from our recent DB scheme survey results
    • Is surplus extraction possible with any endgame option?
    • Can DB schemes help to address intergenerational fairness?
    Show More Show Less
    18 mins
  • 396: Mind the gap: Can CDC schemes resolve intergenerational unfairness?

    396: Mind the gap: Can CDC schemes resolve intergenerational unfairness?
    Feb 12 2026

    Collective Defined Contribution (CDC) schemes are being described as the
    next evolution in pensions, yet innovation often comes with challenges.
    John Southall, Head of Strategic Research within our Asset Allocation team,
    offers his perspective on some key issues, including:

    · Who stands to gain and who carries the risk
    · Key advantages and drawbacks of CDC
    · How to think about intergenerational unfairness
    · Unique challenges of retirement-only CDC

    This podcast was recorded on February 10, 2026 and is hosted by Sarka
    Halas, content manager.

    For professional investors only. Capital at risk. Views expressed are of L&G
    as at February 2026.
    Show More Show Less
    18 mins
  • 395: Private markets – Carving a path

    395: Private markets – Carving a path
    Feb 5 2026

    What do the next 12 months have in store for private markets? That’s
    the question our panel aims to answer on this week’s podcast.
    Discussion focused on what influenced private markets in 2025 and
    what key themes we see emerging with 2026 already well under way. We
    also looked at specific sectors in more detail, delving into real
    estate, digital infrastructure and private credit.

    On our panel:

    • Rob Martin, Global Head of Research and Investment Strategy
    • Bill Page, Head of Real Estate Research
    • Dr. James Tyrrell, Research Analyst
    • Lushan Sun, Head of Cross-Asset Research

    This podcast was moderated by Nick Jardine, content manager at L&G,
    and was recorded on 4 February, 2026.

    All data from Cliffwater, Bloomberg, PMA and Preqin as of 2026,
    unless otherwise stated.

    Assumptions, opinions, and estimates are provided for illustrative
    purposes only. There is no guarantee that any forecast will come to
    pass. It should be noted that diversification is no guarantee against
    a loss in a declining market.

    Show More Show Less
    22 mins
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