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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.

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Check latest episodes from L&G Talks Asset Management podcast

The retirement income lens

2026/10/22

In this episode of DC Close Up for L&G Talks Asset Management, Lesley-Ann Morgan, Global Head of DC, is joined by Micah Smith, Head of Retirement Innovation at L&G, and Paul Waters, Partner and Head of DC Markets at Hymans Robertson, to explore the growing focus on retirement income. Together, they explore why retirement income is one of the toughest challenges facing DC, how policy and new approaches are evolving, and whether the future lies in one dominant solution or a broader range of options designed around different needs. This episode was recorded on 7 October 2026. All information and views from L&G and Hymans Robertson as at date of recording.

French bond spreads: a warning sign for Europe?

2026/10/21

France has moved back to the centre of investors' attention. Concerns over thecountry's fiscal outlook, rising debt burden and increasingly fragmented politicallandscape have prompted markets to demand a higher premium for holding Frenchassets, pushing the spread between French and German government bonds tolevels not seen since the eurozone sovereign debt crisis. In this episode, Amelie Chowna, Head of Fixed Income Strategic Initiatives; Simon Bell, Fund Manager; Marc Rovers, Head of European Credit; and Robert Griffiths, Global Equity Strategist, to discuss why investors are suddenly paying attention to France, whether recent market moves reflect country-specific risks or a broader global bond sell-off, and why equity and credit investors should care about what appears to be a sovereign debt story. This was recorded on 13 October 2026. All data sourced from LSEG as of 13 October 2026, unless otherwise stated.For professional investors only. Capital at risk. Securities mentioned for illustrativepurposes only. Assumptions, opinions and estimates are for illustrative purposes only and aresubject to change. There is no guarantee that any forecast or projection will berealised.

What do the terms OCIO and fiduciary management actually mean?

2026/10/15

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 different to more traditional fiduciary management models Future trends in ESG and technology that trustees should be aware of This podcast was recorded on Monday 5 October 2026. For professional investors only. While L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.

Real assets roundup – what’s moving the needle?

2026/10/08

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 experience talking to private market investors of all stripes. The episode addresses real assets across the board, touching on areas such as digital infrastructure, operational real estate and clean power. This podcast is hosted by Nick Jardine, Content Manager for Private Markets at L&G. For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.

The higher-for-longer reckoning

2026/10/02

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 investors, and whether markets are underestimating the risk of a renewed inflation shock. He also explores the growing competition for capital between governments and AI-related investment, the implications of record debt issuance, mounting fiscal pressures in Europe, and what a stronger US dollar may be signalling about the global economy. This podcast was hosted by Sarka Halas, content manager and was recorded on 30 September 2026. All data sourced from LSEG as of 30 September 2026, unless otherwise stated. For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Assumptions, opinions and estimates are for illustrative purposes only and are subject to change. There is no guarantee that any forecast or projection will be realised.

AI: victors, vulnerabilities and value

2026/09/24

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 geopolitics and regulation could shape AI's next phase. They explore what this means for investors, including the case for diversification across the AI ecosystem, managing valuation risk and identifying potential beneficiaries beyond technology. This podcast was recorded on 21 September 2026. All data is sourced from Bloomberg as of 21 September 2026 unless otherwise stated. For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass. It should be noted that diversification is no guarantee against a loss in a declining market.

A new era for rates and bonds? Market Talk

2026/09/17

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 between the Fed and the Treasury. This podcast was recorded on 16 September 2026. All data is sourced from LSEG as of 15 September 2026 unless otherwise stated. For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.

What separates a good managed portfolio service from a great one?

2026/09/10

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 of how investment decisions are made, how funds are selected and monitored, and how advisers and fund managers work together through changing market conditions. The discussion includes lessons from periods of market volatility, insights into the due diligence and governance that underpin portfolio construction, and real-world examples of how investment teams respond when markets come under pressure. This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 2 September 2026. For professional investors only. Capital at risk. Risk management cannot fully eliminate the risk of investment loss. It should be noted that diversification is no guarantee against a loss in a declining market. 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.

What’s behind the global bond selloff? Market Talk

2026/09/04

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 LSEG as at 1 September 2026 unless otherwise stated.For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. *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.

The new rules of global credit: finding an edge in a fragmented world

2026/07/30

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 opportunity set, and why broad market exposure may no longer be enough. The conversation highlights the role of selectivity, active rates management and regional insight, while considering risks including rate-market shifts, geopolitics and hyperscaler supply. This podcast was recorded on 14 July 2026. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.

DC Close Up: The default lens

2026/07/23

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, sits down with Head of DC Strategies, Graham Moles, to examine the changing world of DC defaults. From the debate between target date funds and lifestyle approaches, to the growing role of member data, private markets and retirement design, they discuss how schemes are adapting to meet the changing needs of savers. The conversation also examines Value for Money, default decumulation and what comes next for one of the most important areas of DC pension design.

Platform investing: Beyond core real estate

2026/07/16

On the latest episode of L&G Talks Asset Management, we dive into theworld 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 asset class. Our speakers also explain what their hearing from investors when it comes to platform investing and why this type of allocation might be appealing. The podcast features: Emma Pullen, Director of Real Estate Fundraising Jonathan Waldner, Director of Real Estate Fundraising This podcast is hosted by Nick Jardine, Content Manager at L&G, and was recorded on 30th June 2026. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.

Are treasuries untethering from the oil price? Market Talk

2026/07/09

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 hosted by Harry Brooks. All data is sourced from LSEG as at 7 July 2026 unless otherwise stated. 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 L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.

Private markets: myth vs reality

2026/07/02

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 everynarrative comes a set of assumptions that don’t always get challenged. L&G’s Rebecca Burgess, Private Markets Asset Allocation Investment Specialist andLushan Sun, Head of Cross-Asset Private Markets Research unpack some of the most persistent myths surrounding private markets. From illiquidity fears to valuation misconceptions, the team explores what’s true,what’s outdated, and what investors may be overlooking.This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 15June 2026. For professional investors only. Capital at risk. Risk management cannot fullyeliminate the risk of investment loss. It should be noted that diversification is noguarantee against a loss in a declining market. For illustrative purposes only. Reference to a particular security is on a historic basisand does not mean that the security is currently held or will be held within an L&Gportfolio. The above information does not constitute a recommendation to buy orsell any security.

How robotics and AI are transforming the world

2026/06/25

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 Science, is joined by Axel Belorde, Head of Business Development EMEA & Asia (Indexes) at TMX VettaFi, to separate fact from fiction. This podcast was recorded on 22 June 2026 and was hosted by Matthew Kemp, Wealth Management Sales Manager at L&G. 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.

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2 reviews

★★★★★

obacker19 2020/05/06

Entertaining, insightful and actionable! 🙌

Whether you’re well established as someone innovating in the world of banking and finance, or just getting started building your long-term investment ...

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