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
Feb 13, 2025 • 20min
354: US tariffs, BoE cut and European equity rally – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. On the agenda are the first few weeks of the second Trump presidency, some mixed messages from the UK’s central bank, and strong performance from Europe’s equity markets.
This podcast is hosted by Harry Brooks, Content Manager.
All data is sourced from Eikon as at 11 February 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 LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.
Feb 11, 2025 • 21min
353: The View from the Top: A long-term look at private markets
This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast. We’re joined by Bill Hughes, Global Head of Private Markets and Rob Martin, Global Head of Investment Strategy and Research, for a hugely informative chat centred on L&G’s Private Markets platform. The pair tackle both recent events and long-term secular trends, assessing how the private markets space is likely to be impacted by both.
This podcast is hosted by Nick Jardine, content manager for private markets.
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 LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.
Jan 30, 2025 • 12min
352: Should investors hedge forex risk?
Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios. Topics up for discussion include why the FX hedging debate matters for investors today, two big factors that are often overlooked, and conclusions from analysis of a century of equity market data.This podcast is hosted by Harry Brooks, Content Manager. Analysis is based on LGIM calculations of data from sources including the Bank of England, Fama French database and Bloomberg.For professional investors only. Capital at risk.
Jan 23, 2025 • 14min
351: 2024 reflections and 2025 preparations – the CIO call
Join Sonia Laud, our Chief Investment Officer, as she shares her thinking on the key themes that should now be on investors’ radars.In this week’s podcast, we’re delighted to share a special presentation from our CIO, Sonja Laud, who spoke recently as part of a client webinar held in partnership with Professional Pensions.In her presentation Sonja covers:
Her assessment of what led to strong equity market performance in 2024
Factors to consider when weighing up where to invest in 2025
How UK bond markets are currently positioned amid rising yields
For professional investors only. Capital at risk.
Jan 16, 2025 • 24min
350: What’s going on in government bonds? Market Talk
Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and market mood ahead of Donald Trump’s inauguration on Monday. Also up for discussion are earnings season expectations, supply-side oil pressures, and what might be the most disappointing Christmas present on record.
This podcast is hosted by Harry Brooks, Content Manager.
All data is sourced from Eikon as at 14 January 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 LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.
Jan 9, 2025 • 16min
349: In conversation with... Natasha Mora, Managing Director LGIM Asia
What role does Asia play LGIM's global growth strategy?
To find out, this month we sit down with Natasha Mora, MD of LGIM Asia, to learn about our presence in one of the most economically dynamic areas of the world. In a broad-ranging discussion, we cover Natasha's background in law, the unique characteristics of the Asian market, her favourite places to visit in the region - and much more.
This episode is hosted by Andrew Lowry, Content Manager.
For professional investors only. Capital at risk.
Dec 19, 2024 • 25min
348: Private markets in 2025: Digital infrastructure, affordable housing and university spinouts
We recently published our outlook for private markets in 2025, looking at some of the factors potentially impacting these assets over the next 12 months.
In this edition of LGIM Talks, we dive into some of the sub-sectors of private markets in a little more detail, looking at what the year ahead might have in store.
Joining us we have:
Matteo Colombo, Head of Digital in Infrastructure, to assess the environment for digital infrastructure assets.
Ali Farrell, Fund Manager and Simon Century, Head of Capital Investing, to chat all things affordable housing
Chris Hopkins, Head of Venture Capital, to address the UK university spinout space
This podcast is hosted by Nick Jardine, content manager for private markets.
Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM blog for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.
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 LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.
Sources:
Grand View Research, as of May 2024
Green Street, as of October 2024
CBRE, Q3 2024
Hostinger Tutorials, AI statistics and trends: New research for 2025
Legal & General internal research, as of September 2024
Social housing lettings in England, tenants: April 2022 to March 2023 - GOV.UK
159,000 children homeless - Shelter England - Shelter England
National Housing Federation - Building new homes
2
Dec 12, 2024 • 20min
347: Political drama, interest rates and fallible forecasts – Market Talk
How have markets reacted to political turmoil in France and South Korea? Will central bankers in Europe and the US remain on the same rates path? And why can’t a team of 1,000 economists predict a recession with any degree of certainty?
This podcast is hosted by Harry Brooks, Content Manager.
All data is sourced from Eikon as at 10 December 2024 unless otherwise stated.
For professional investors only. Capital at risk.
Dec 5, 2024 • 38min
346: 2025 outlook: US exceptionalism, political risk and non-consensus views
In a special podcast ahead of the publication of our 2025 global outlook, our experts offer key views across public and private markets in what promises to be yet another dramatic year for investors.On our panel is Sonja Laud, Global CIO; Christopher Jeffery, Head of Macro Strategy; Colin Reedie, Head of Active Strategies; Rob Martin, Global Head of Investment Strategy & Research, Private Markets; and Howie Li, Global Head of Index and ETFs.Among other points, they cover:
Key market dynamics over 2024 – and how they might evolve next year
What we expect from key asset classes within private markets
Positioning within our Active Fixed Income and Multi Asset teams
Concentration risk within equities
The podcast was recorded on 4 December and was moderated by Max Julius, Head of Content.For professional investors only. Capital at risk.
Nov 28, 2024 • 22min
345: Maths, markets and misconceptions
In this episode, we explore the crucial role that mathematics plays in modern investment strategy. We also discuss how human irrationality shows up in investment behaviour and share practical ideas for numerically minded students considering a career in the industry.This episode features Fadi Zaher, Head of Index Solutions, and Aanand Venkataraman, Head of ETFs, and is hosted by Harry Brooks, Content Manager.For professional investors only. Capital at risk.
