L&G Talks Asset Management

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...

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 and Head of AA Investments Specialists discuss: Why uncertainty feels so acute and why the data te...

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 reflections on market conditions and managing risk in this environment. Among other topics, our speakers cover...

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 equal weighting Shichen Zhao, ETF Thematic Research Analyst, who talks about the factor profiles of t...

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 speakers covered: How the duration of energy market disruption could be pivotal to the investment outl...

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 Harry Brooks. All data is sourced from LSEG as at 23 February 2026 unless otherwise stated. For profession...

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 on: What’s different about L&G’s latest Endgame Insights report? Key highlights from our recent DB...

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 and who carries the risk  · Key advantages and drawbacks of CDC  · How to think about intergenerational...

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 in more detail, delving into real estate, digital infrastructure and private credit. On our panel: Rob...

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 dividend income strategy.   This podcast was recorded on 21 January 2026 and is hosted by Luka Lukic.   Al...

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 by Harry Brooks. All data is sourced from LSEG as at 19 January 2026 unless otherwise stated. For profes...

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 investors only. Capital at risk.

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 long-term growth for DC savers. In this episode, Dee Campbell, DC Content Manager, is joined by L&G’...