All Episodes
L&G Talks Asset Management — 421 episodes · page 1 of 5
425: What do the terms OCIO and fiduciary management actually mean?
424: Real assets roundup – what’s moving the needle?
423: The higher-for-longer reckoning
422: AI: victors, vulnerabilities and value
421: A new era for rates and bonds? Market Talk
420: What separates a good managed portfolio service from a great one?
419: What’s behind the global bond selloff? Market Talk
418: The new rules of global credit: finding an edge in a fragmented world
417: DC Close Up: The default lens
416: Platform investing: Beyond core real estate
415: Are treasuries untethering from the oil price? Market Talk
414: Private markets: myth vs reality
413: How robotics and AI are transforming the world
412: Our midyear investment outlook – the CIO call
411: In the room: how investment decisions are made
410: Keeping tabs on digital infrastructure
409: Systematic solutions: meet the team behind the strategies
405: Do charities suffer from money illusion?
408: Unpacking the US Investment Outlook
407: In conversation with Jo McCaffrey: leading through change
406: All eyes on Affordable Housing
404: Behaviour, data and technology: the DC outcomes equation
403: The case for dynamic duration management in credit portfolios
402: Prepare don’t predict: Tackling geopolitical uncertainty
401: Middle East update – market impacts and outlook
400: Three paths to diversification
399: Middle East conflict: implications for investors
398: US tariffs, AI meltdown and JGBs – Market Talk
397: Endgame Insights: Putting theory into practice
396: Mind the gap: Can CDC schemes resolve intergenerational unfairness?
395: Private markets – Carving a path
394: Dividend strategy: avoiding traps and tapping income potential
393: Greenland, Japanese bonds and a volatility playbook – Market Talk
392: Seeking differentiated alpha in 2026 and beyond
391: Changing the status quo: Smarter investment strategies for DC
390: In conversation with… Amelie Chowna
389: Our 2026 investment outlook – the CIO call
388: Private credit perspectives from Blackstone and L&G
387: Europe’s energy transition: An opportunity among the challenges
386: UK Budget – implications for investors
385: Are we in an AI boom or bubble?
384: Buyout 2.0: Back to basics
383: Are growth strategies anti-value?
382: Artificial reality vs. the real world – the economics of AI
381: Politics, emerging markets and gold – Market Talk
380: Our global approach to active fixed income
379: Quantum computing: What, how and when?
378: Why doesn’t it feel like a bull market? Market Talk
377: Do famous investment sayings hold water?
376: Government debt and the uncertainty premium – Market Talk
375: Interest rate expectations, US data revision and AI earnings – Market Talk
374: UK universities: A nexus for private market investment
373: Where next for AI stocks? Market Talk
372: In conversation with... Eric Adler, CEO, Asset Management
371: Our Midyear Global Outlook – The CIO call
370: Middle East conflict, inflation and interest rates – Market Talk
369: How to tackle equity market concentration risk
369: Unpacking unconstrained strategies
368: As above, so below: The case for crossover private credit
367: L&G explains: What does the term ‘money market fund’ actually mean?
366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk
365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond
364: What’s driving the recovery? Market Talk
363: Can factor strategies be decarbonised?
362: Where next for US assets? Market Talk
361: The art of the deal? US credit in 2025
360: Retirement realities
359: Where next for markets after a turbulent Q1?
358: Water, AI and data centres
357: Investing in the UK: Real estate and beyond
356: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
355: A long-term view on EMD
354: US tariffs, BoE cut and European equity rally – Market Talk
353: The View from the Top: A long-term look at private markets
352: Should investors hedge forex risk?
351: 2024 reflections and 2025 preparations – the CIO call
350: What’s going on in government bonds? Market Talk
349: In conversation with... Natasha Mora, Managing Director LGIM Asia
348: Private markets in 2025: Digital infrastructure, affordable housing and university spinouts
347: Political drama, interest rates and fallible forecasts – Market Talk
346: 2025 outlook: US exceptionalism, political risk and non-consensus views
345: Maths, markets and misconceptions
344: Dollar dominance deconstructed – Market Talk
343: COP16 – outcomes, opportunities and observations
342: What does Trump’s election win mean for investors?
341: What does ‘climate action investing’ actually mean?
340: China rally, US jobs and Japan’s new PM – Market Talk
339: Fixed income in focus: checking in on Euro credit
338: US election: key themes for investors – the CIO call
337: In conversation with… Ben Cherrington, Head of UK Wholesale
336: Volatility, dis-inversion and the path of rates – Market Talk
335: Master trust matters with Robert Waugh, Chair of Trustees of the Legal & General Mastertrust
334: What do the terms ‘run-on’ and ‘surplus’ actually mean?
333: Happy holidays from LGIM Talks!
332: What's in a name? The power of global brands
331: US elections, equity rotation, and a major celebration – Market Talk
330: Private markets: where next?
329: Peeping behind the curtain: private market investments in DC pensions
328: UK election special: our experts discuss investor implications
327: Elections, Nvidia and ballooning deficits – Market Talk