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PODCAST

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

business investing

All Episodes

23:01

404: Behaviour, data and technology: the DC outcomes...

L&G Talks Asset Management ·

2026/04/16

This episode explores how the DC industry – and L&G – can move from member engagement to action, at a time when new research* indicates that 41% of working people aged 25 to 55 are not on track for the retirement income they’ll need.DC Close Up host Lesley‑Ann Morgan, Global Head of DC in our Asset Management business, is joined by Jenny Hazan, Director of Customer Strategy and Engagement at L&G. Together, they discuss why the biggest challenge in DC pensions is not participation but

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19:09

403: The case for dynamic duration management in...

L&G Talks Asset Management ·

2026/04/09

In this episode, Amelie Chowna, Head of Fixed Income Strategic Initiatives and Alex Mack, Head of Inflation and Rates explore the role of duration in fixed income portfolios and ask if it is a consistently reliable hedging tool. They also discuss why they believe it is important to manage duration dynamically in unconstrained bond portfolios across varying market conditions. This episode was recorded on 24 March 2026. All data from L&G and/or Bloomberg as at 31 December 2025. Assumptions,

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29:41

402: Prepare don’t predict: Tackling geopolitical...

L&G Talks Asset Management ·

2026/03/26

We can’t predict how geopolitical events unfold, but how do investors adapt to market stress and maintain portfolios that remain robust regardless of the headlines?L&G’s Chris Jeffery, Co-Head of Asset Allocation and Head of Macro; Aimee Bowkett, Fund Manager; and Chris Teschmacher, Fund Manager and Head of AA Investments Specialists discuss:Why uncertainty feels so acute and why the data tell a different story How ‘reckless prudence’ means being too cautious could be a genuine risk Regret,

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33:02

401: Middle East update – market impacts and outlook

L&G Talks Asset Management ·

2026/03/20

This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict in the Middle East.Alongside human and political consequences, the conflict in the Middle East continues to impact markets. In this webinar, we shared our reflections on market conditions and managing risk in this environment.Among other topics, our speakers covered:The magnitude of market moves so far How elevated inflation expectations are affecting the path of

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24:52

400: Three paths to diversification

L&G Talks Asset Management ·

2026/03/19

In this special edition of L&G Talks Asset Management, we examine three different approaches to diversification.Our speakers are: Elisa Piscopiello, Senior Index and ETF Analyst, who talks about dividend income strategy Aude Martin, Head of Pooled Index Investment Specialists, who talks about equal weighting Shichen Zhao, ETF Thematic Research Analyst, who talks about the factor profiles of thematic strategies This podcast is hosted by Harry Brooks, Content Manager, and was recorded on 13 March

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34:45

399: Middle East conflict: implications for investors

L&G Talks Asset Management ·

2026/03/06

This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent escalation in the Middle East.Alongside its profound human and political consequences, the conflict has prompted significant market moves. Among other topics, our speakers covered:How the duration of energy market disruption could be pivotal to the investment outlook The potential implications for inflation and central bank policy of higher energy prices Why

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22:34

398: US tariffs, AI meltdown and JGBs – Market Talk

L&G Talks Asset Management ·

2026/02/26

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the US Supreme Court’s ruling on tariffs, concerns around the future of software firms, and what’s behind the dip in long-term Japanese government bond yields.This podcast was recorded on 24 February 2026 and is hosted by Harry Brooks.All data is sourced from LSEG as at 23 February 2026 unless otherwise stated.For professional investors only. Capital at risk.

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18:06

397: Endgame Insights: Putting theory into practice

L&G Talks Asset Management ·

2026/02/19

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

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17:38

396: Mind the gap: Can CDC schemes resolve...

L&G Talks Asset Management ·

2026/02/12

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

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21:43

395: Private markets – Carving a path

L&G Talks Asset Management ·

2026/02/05

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

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20:33

394: Dividend strategy: avoiding traps and tapping...

L&G Talks Asset Management ·

2026/02/02

How important are dividends as a component of overall equity returns? Which countries offer the best prospects? And how can investors seek to avoid dividend traps? Elisa Piscopiello, Senior Index and ETF Analyst, shares her answers to these questions and more as we delve into the details of dividend income strategy. This podcast was recorded on 21 January 2026 and is hosted by Luka Lukic. All data is sourced from LSEG as at 21 January 2026 unless otherwise stated. Dividend standard deviation versus

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23:44

393: Greenland, Japanese bonds and a volatility...

L&G Talks Asset Management ·

2026/01/22

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the market response to President Trump’s comments on Greenland, how investors can stay the course during periods of volatility, and what’s driving the rally in Asia.This podcast was recorded on 20 January 2026 and is hosted by Harry Brooks.All data is sourced from LSEG as at 19 January 2026 unless otherwise stated.For professional investors only. Capital at risk. It should be noted that diversification is no guarantee against a

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13:59

392: Seeking differentiated alpha in 2026 and beyond

L&G Talks Asset Management ·

2026/01/15

In 2026, investors continue to face volatility and uncertainty. How can they seek to access differentiated alpha through targeting potential market dislocation?In this podcast, Adil Mirza, Senior Fund Manager within our Global High Yield team, shares his views and process.For professional investors only. Capital at risk.

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23:33

391: Changing the status quo: Smarter investment...

L&G Talks Asset Management ·

2026/01/08

With pensions adequacy an increasingly critical issue for the industry, we examine how smarter DC investment strategies are more important than ever.From private markets to hybrid default investment strategies and greater diversification, find out how DC investments are evolving to help unlock long-term growth for DC savers.In this episode, Dee Campbell, DC Content Manager, is joined by L&G’s investment experts:John Roe, Head of Multi-Asset FundsMartin Dietz, Head of Diversified StrategiesWill

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24:17

390: In conversation with… Amelie Chowna

L&G Talks Asset Management ·

2025/12/18

In this episode of L&G Talks, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives.Amelie shares her career journey from business school in France to rising through the ranks at L&G and what her new job entails. The conversation also explores challenges and opportunities in fixed income investing, the case for unconstrained strategies, and interesting trends including blending private and public credit. For professional investors only. Capital at

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41:37

389: Our 2026 investment outlook – the CIO call

L&G Talks Asset Management ·

2025/12/11

This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. Topics covered include:AI-driven capital expenditure and rising government borrowing What may need to happen to justify investor bullishness on AI Concentration risk in US and global equity markets Non-consensus market views for next year and beyond You can read the foreword and access the entire report here, on our blog

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31:03

388: Private credit perspectives from Blackstone and L&G

L&G Talks Asset Management ·

2025/12/04

In this special episode, we discuss our partnership with Blackstone, the world’s largest alternative asset manager. We also offer an overview of private credit and look at the role the asset class could play alongside public credit within investor portfolios.Our speakers are Jo McCaffrey, Chief Strategy and Product Officer, Asset Management, L&G; and Brad Marshall, Global Head of Private Credit Strategies at Blackstone. Other topics covered include: · The reasons behind the rapid

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21:34

387: Europe’s energy transition: An opportunity among...

L&G Talks Asset Management ·

2025/12/01

Europe’s emissions reduction goals are ambitious, with the continentproviding a continually supportive regulatory backdrop to spur a transition to clean power. In this episode of L&G Talks Asset Management, we’re joined by Rosheen McGuckian, CEO of NTR. We discuss the investments needed to facilitate Europe’s transition and the pace of change required. While challenges persist, we also address why it may be an opportunity for investors. This podcast was recorded on 21 November and is hosted

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14:03

386: UK Budget – implications for investors

L&G Talks Asset Management ·

2025/11/27

Listen to our in-house investment professionals share their thoughts on the Budget.It’s difficult to remember a time when a UK Budget was more nervously anticipated, with UK public finances in a tight spot given elevated debt repayment costs and rising levels of ringfenced spending. In this podcast, hosted by Laura Brown, Head of Public Markets Distribution, we hear from James Carrick, Senior Economist, on what the Budget could mean for the UK economy and from Joseph England, Senior Portfolio

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47:54

385: Are we in an AI boom or bubble?

L&G Talks Asset Management ·

2025/11/13

A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors.Advances in AI are continuing to dominate headlines – and reshape the investment landscape. In our webinar a panel of experts discussed the implications of the technology for investors, from the near-term market trajectory to its impact on economic growth and infrastructure spending. The event was hosted by Laura Brown, Head of Public Markets

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96 results

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