L&G Talks Asset Management
L&G
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.
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.
Episodes
Mentioned books
Oct 16, 2025 • 16min
382: Artificial reality vs. the real world – the economics of AI
How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this theme without increasing concentration risk?
In this week’s episode, three L&G experts share their insights. Our speakers are:
James Carrick, Senior Economist and Strategist
Matthew Rodger, Economist
Andrzej Pioch, Fund Manager
This episode was recorded on 10 October 2025 and is hosted by Harry Brooks, European Content Manager.
Sources:
AI as percentage of US Q1 GDP: L&G calculations, Macrobond, Artificial Analysis, AI spend includes computer, software, data centre and electricity investment. Investment not adjusted for import component as at 30 June 2025.
US and China make up 80% of AI: EPOCH AI as at June 2025.
AI spillover and multiplier effects: Honey, AI Capex is Eating the Economy
US Census Bureau estimate of AI capex: Macrobond as at June 2025.
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. Securities mention 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.
Oct 9, 2025 • 21min
381: Politics, emerging markets and gold – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on political turbulence in the US, France and Japan, and considers whether the structural drivers behind the rising gold price can support continued gains.
This podcast was recorded on 8 October 2025 and is hosted by Harry Brooks.
All data is sourced from LSEG as at 7 October 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. Securities mention 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.
Oct 2, 2025 • 32min
380: Our global approach to active fixed income
In today’s interconnected markets, we believe taking a global approach to managing fixed income assets is essential, as economic or political developments in one region can have a significant impact around the world. In the latest episode of L&G Talks Asset Management, Colin Reedie and Jason Shoup, Co-Heads of Global Fixed Income at L&G, had a transatlantic conversation on the benefits of thinking and acting globally, and discussed:
What a global approach to active fixed income really means—and how it works in practice
How to balance regional expertise with a globally consistent approach
The inside story on our global meetings and debates, and how the outcomes shape our regional positioning
Insights into current market dynamics that affect investors around the world from US exceptionalism, to emerging markets and AI
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.
Sep 25, 2025 • 35min
379: Quantum computing: What, how and when?
This week on L&G Talks Asset Management we bring together a panel of leading experts to discuss one of the most talked-about technology topics: quantum computing. Our panel explains why quantum represents a paradigm shift in computing, particularly given recent advances in artificial intelligence. From an investor standpoint, we’ll also look at why we believe now is the time for interested investors to seek out exposure to quantum companies. Hosting the discussion we’ve Alastair Stewart, Head of Investments for Venture Capital, L&G. Joining the conversation we have: Alessandro Curioni - Vice President of IBM Europe and Africa and Director of the IBM Research Lab in Zurich, Switzerland. Alessandro is a world-leading expert on quantum computing and also part of L&G’s venture capital advisory board. John Morton – Founder and CTO, Quantum Motion. In addition to being the founder of multiple quantum start-ups, John is also a leading professor at University College London. Chloe Hall - Senior Investment Manager - Venture Capital, L&G. In addition to her work with L&G, Chloe has been a board-level representative in several growth-stage deep tech companies. 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. 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 included information does not constitute a recommendation to buy or sell any security.
Sep 18, 2025 • 23min
378: Why doesn’t it feel like a bull market? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on upcoming central bank decisions, and explains why market returns, economic growth and sentiment don’t always run in parallel.
This podcast was recorded on 17 September 2025 and is hosted by Harry Brooks.
All data is sourced from LSEG as at 17 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.
Sep 11, 2025 • 17min
377: Do famous investment sayings hold water?
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.
Sep 4, 2025 • 25min
376: Government debt and the uncertainty premium – Market Talk
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.
Aug 6, 2025 • 22min
375: Interest rate expectations, US data revision and AI earnings – Market Talk
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.
Jul 31, 2025 • 21min
374: UK universities: A nexus for private market investment
On this week’s L&G Talks Asset Management, we cover how UK universities are creating a nexus for Private Markets investment. Our recent research covered this subject, and discussion focused on some of the key points it raised, along with potential investment implications.
Our panel consisted of:
Bill Page, Head of Real Estate Research, L&G
Melissa Lockett, Investment Director, Investment & Place Partnerships, L&G
You can listen on: Apple Podcasts, Audioboom and Spotify.
This podcast is hosted by Nick Jardine, Content Manager – Private Markets, at L&G. It was recorded on 29 July, 2025.
Sources:
Beauhurst, Spotlight on Spinouts, 2024, L&G
StuRents, Knight Frank, December 2024
HESA, 2025
L&G calculations form ONS workforce jobs data, 2025
London Economics/Universities UK – The impact of higher education
sector on the UK economy, Aug 2023
For professional investors only. Capital at risk.
Jul 24, 2025 • 21min
373: Where next for AI stocks? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on early signs that tariffs are having an impact on US inflation, volatility in Japanese government bonds and what’s driving AI stocks.
This podcast was recorded on 23 July 2025, and is hosted by Harry Brooks.
All data is sourced from LSEG as at 23 July 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.
