L&G Talks Asset Management

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 ne...

France has moved back to the centre of investors' attention. Concerns over the country's fiscal outlook, rising debt burden and increasingly fragmented political landscape have prompted markets to demand a higher premium for holding French assets, pushing the spread between French and German government bonds to levels not seen since the eurozone sovereign debt crisis. In this episode, Amelie Chown...

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...

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 th...

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 g...

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...

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 LS...

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 fu...

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...

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...

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.  Fro...

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 asset class. Our speakers also explain what their hearing from investors when it comes to platform inve...

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 pr...

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 Investment Specialist and Lushan Sun, Head of Cross-Asset Private Markets Research unpack some of the most...

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 VettaF...

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 raft of blockbuster IPOs mean for index investors • How AI is fundamentally reshaping dynamics across i...

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 in practice. The discussion moves beyond models and market headlines to explore how views are form...

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 investors should understand present dynamics. Among topics discussed are the influence of artificial inte...

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 speakers are: Elena Cardella, Head of Index & ETFs Investment Specialists Boyang Liu, Head of Systemat...

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 Funds explore the risks that may be hiding in plain sight: the risk of holding too much cash, what that...

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 (Head of US Credit Strategy), Anthony Woodside (Head of Multi-Sector Fixed Income & Investment...

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 through change from three distinct perspectives: How asset managers can adapt to meet changing cli...

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 podcast, we turn our attention to this space, while also noting some exciting recent developments aro...

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 Asset Management business, is joined by Jenny Hazan, Director of Customer Strategy and Engagement at...

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 duration dynamically in unconstrained bond portfolios across varying market conditions.  This episode was rec...