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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.





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Episodes
  • 416: Platform investing: Beyond core real estate

    416: Platform investing: Beyond core real estate
    Jul 16 2026

    On the latest episode of L&G Talks Asset Management, we dive into the
    world of platform investing.

    We cover what platform investing is, looking at how this strategy differs from core real estate holdings and explore considerations investors need to make when thinking about allocating to this asset class. Our speakers also explain what their hearing from investors when it comes to platform investing and why this type of allocation might be appealing.

    The podcast features:

    • Emma Pullen, Director of Real Estate Fundraising
    • Jonathan Waldner, Director of Real Estate Fundraising

    This podcast is hosted by Nick Jardine, Content Manager at L&G, and was recorded on 30th June 2026.

    Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.

    Show More Show Less
    16 mins
  • 415: Are treasuries untethering from the oil price? Market Talk

    415: Are treasuries untethering from the oil price? Market Talk
    Jul 9 2026
    Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on why US treasury yields stayed elevated as the oil price fell, the latest developments in the AI story, and whether Chinese equities could replicate the huge gains seen in Korea.
    This podcast was recorded on 8 July 2026 and is hosted by Harry Brooks.
    All data is sourced from LSEG as at 7 July 2026 unless otherwise stated.
    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 L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.
    Show More Show Less
    24 mins
  • 414: Private markets: myth vs reality

    414: Private markets: myth vs reality
    Jul 2 2026

    Private markets come with a powerful narrative: patient capital, complexity premia,
    and access to parts of the economy public markets can’t reach. But with every
    narrative comes a set of assumptions that don’t always get challenged.

    L&G’s Rebecca Burgess, Private Markets Asset Allocation Investment Specialist and
    Lushan Sun, Head of Cross-Asset Private Markets Research unpack some of the most persistent myths surrounding private markets.

    From illiquidity fears to valuation misconceptions, the team explores what’s true,
    what’s outdated, and what investors may be overlooking.
    This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 15
    June 2026.

    For professional investors only. Capital at risk. Risk management cannot fully
    eliminate the risk of investment loss. It should be noted that diversification is no
    guarantee against a loss in a declining market.

    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.
    Show More Show Less
    17 mins
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