PODCAST · business
L&G Talks Asset Management
by 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
Episodes
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425: What do the terms OCIO and fiduciary management actually mean?
Our Head of Delegated Solutions, Tim Dougall, offers his insights into what’s driving increased interest in fiduciary management and OCIO among UK pension schemes. In this episode we discuss: What OCIO and fiduciary management services cover and how they can support clients How L&G’s approach is...
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424: Real assets roundup – what’s moving the needle?
This week’s episode takes a broad look at real assets. We assess how investors are looking at this sector and how the macro-economic backdrop may be impacting their thinking. Joining the podcast is Neil Meikle, Head of Private Markets Distribution. Neil brings a unique perspective, drawn from...
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423: The higher-for-longer reckoning
Ben Bennett, Chief Investment Strategist for Asia, examines one of the market's biggest puzzles: why equity markets continue to shrug off rising bond yields, elevated oil prices and tightening financial conditions. Ben discusses what a surge in US Treasury yields above 5% could mean for…
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422: AI: victors, vulnerabilities and value
The AI investment story is evolving beyond today's market leaders. Economist Matthew Rodger and Portfolio Manager in our Active Equities team Ewan Bowerbank discuss whether open-weight models could change where value accrues, the growing importance of energy and infrastructure, and how…
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421: A new era for rates and bonds? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on what higher rates could mean for inflation, equities and bond markets. He also explores diverging central bank policies, whether US Treasury yields can remain above 5%, rising energy prices, and the evolving relationship…
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420: What separates a good managed portfolio service from a great one?
L&G’s James Giblin, Fund Manager, and Dorian Squires, Investment Director at Apollo Investment Management, go beyond performance numbers to explore the people, processes and partnerships that sit behind a managed portfolio service. Drawing on their own experiences, they share real-world examples…
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419: What’s behind the global bond selloff? Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. Also on the agenda is Japanese yen strength, the outlook for oil and Nvidia's* latest results. This podcast was recorded on 2 September 2026. All data is sourced from...
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418: The new rules of global credit: finding an edge in a fragmented world
In this episode of L&G Talks, Ian Hutchinson, Head of Global Bond Strategies and Radha Mathur, Fixed Income Investment Specialist explore why global credit is back on investors’ radar. They discuss how higher yields, tight spreads and elevated interest-rate volatility have reshaped the…
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417: DC Close Up: The default lens
For most DC savers, the default fund is their pension journey. Yet behind what appears to be a simple member experience sits a complex set of investment, behavioural and regulatory decisions. In this DC Close Up episode for L&G Talks Asset Management, our Global Head of DC, Lesley-Ann Morgan…
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416: Platform investing: Beyond core real estate
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…
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415: Are treasuries untethering from the oil price? Market Talk
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...
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414: Private markets: myth vs reality
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…
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413: How robotics and AI are transforming the world
Are we on the cusp of a new era of robotics? How is AI enabling machines to perform more complex tasks than ever before? And how will these overlapping technologies change the lives of ordinary working people? In this episode, Dr Henrik Christensen, renowned roboticist and Professor of Computer...
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412: Our midyear investment outlook – the CIO call
This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and offers insights as to what may follow. Topics covered include: • The interplay between AI acceleration and geopolitical fragmentation • What a…
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411: In the room: how investment decisions are made
What really drives an investment decision and what happens before a trade ever reaches your portfolio? L&G’s Francis Chua, Fund Manager, and Chris Franklin, Investment Specialist in our Asset Allocation team take us behind the scenes to unpack what the decision-making process actually looks like…
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410: Keeping tabs on digital infrastructure
On this week’s episode of L&G Talks Asset Management, we sit down with Achal Arora, Managing Director of Digital Infrastructure Investments. With digital infrastructure increasingly being seen as critical to modern economies, Achal runs down some of the ongoing trends in the sector and how...
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409: Systematic solutions: meet the team behind the strategies
What is meant by the term ‘systematic solutions’? Why are they increasingly important for investors? And how is AI changing the way they are constructed? In this podcast we hear from three key members of L&G’s systematic solutions capability to discover the answers to these questions. Our…
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405: Do charities suffer from money illusion?
Money illusion is one of the most common behavioural biases and with nearly £30 billion held in cash, are UK charities assuming that the most cautious investment is also the safest choice? L&G’s Nancy Kilpatrick, Head of Charities and Andrzej Pioch, Fund Manager and the Head of Risk Targeted…
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408: Unpacking the US Investment Outlook
In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines—understanding how powerful structural shifts like AI disruption can reshape markets, alongside ongoing geopolitical volatility. In this edition of L&G Talks, Jason Shoup (US CIO), Jason Becker...
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407: In conversation with Jo McCaffrey: leading through change
L&G’s Chief Strategy and Product Officer Jo McCaffrey talks to Chief Marketing Officer Andy McQuillan about the rapidly accelerating evolution of asset management, and her personal ascent through the industry. In this wide-ranging and candid interview, Jo and Andy discuss the challenge of leading...
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406: All eyes on Affordable Housing
L&G’s Affordable Housing platform is a demonstration of how investing in real assets has the potential to make a real difference. Aside from offering a potentially compelling opportunity for institutional investors, the provision of these homes addresses a critical societal need. In our latest...
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404: Behaviour, data and technology: the DC outcomes equation
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...
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403: The case for dynamic duration management in credit portfolios
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…
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402: Prepare don’t predict: Tackling geopolitical uncertainty
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...
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401: Middle East update – market impacts and outlook
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...
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400: Three paths to diversification
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...
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399: Middle East conflict: implications for investors
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...
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398: US tariffs, AI meltdown and JGBs – Market Talk
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…
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397: Endgame Insights: Putting theory into practice
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...
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396: Mind the gap: Can CDC schemes resolve intergenerational unfairness?
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…
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395: Private markets – Carving a path
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...
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394: Dividend strategy: avoiding traps and tapping income potential
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...
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393: Greenland, Japanese bonds and a volatility playbook – Market Talk
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…
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392: Seeking differentiated alpha in 2026 and beyond
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...
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391: Changing the status quo: Smarter investment strategies for DC
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...
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390: In conversation with… Amelie Chowna
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...
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389: Our 2026 investment outlook – the CIO call
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...
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388: Private credit perspectives from Blackstone and L&G
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...
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387: Europe’s energy transition: An opportunity among the challenges
Europe’s emissions reduction goals are ambitious, with the continent providing 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...
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386: UK Budget – implications for investors
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...
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385: Are we in an AI boom or bubble?
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...
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384: Buyout 2.0: Back to basics
Our Head of Solutions Distribution joins the podcast to share our latest endgame thinking for DB schemes. It won’t have escaped DB clients’ attention that there’s recently been significant talk of surplus extraction. However, we strongly believe it’s important not to lose sight of the reason…
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383: Are growth strategies anti-value?
These two investment styles are often positioned as opposites, but this framing may obscure the complex interplay between them. Instead, Ayah Habboub, and Index Researcher in L&G’s Index Solutions team, argues that designing growth strategies in a way that is agnostic to value could allow…
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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,...
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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…
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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…
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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…
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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…
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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...
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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...
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ABOUT THIS SHOW
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
HOSTED BY
L&G
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Frequently Asked Questions
How many episodes does L&G Talks Asset Management have?
L&G Talks Asset Management currently has 421 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is L&G Talks Asset Management about?
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...
How often does L&G Talks Asset Management release new episodes?
L&G Talks Asset Management publishes regularly with 421 episodes available. Check the episode list for the typical release schedule.
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You can listen to L&G Talks Asset Management on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts L&G Talks Asset Management?
L&G Talks Asset Management is created and hosted by L&G.
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