L&G Talks Asset Management

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 and opportunities in fixed income investing, the case for unconstrained strategies, and interes...

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 investor bullishness on AI Concentration risk in US and global equity markets Non-consensus market views fo...

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 Strategy and Product Officer, Asset Management, L&G; and Brad Marshall , Global Head of Private Cr...

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 facilitate Europe’s transition and the pace of change required. While challenges persist, we also addres...

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 podcast, hosted by Laura Brown, Head of Public Markets Distribution, we hear from James Carrick, Senior Eco...

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 implications of the technology for investors, from the near-term market trajectory to its impact on econ...

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 we’re here in the first place: to help schemes meet their core fiduciary duty to pay all members’ pensions...

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 investors to capture the market returns unique to each factor. This podcast was recorded on 17 October 202...

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, Senior Economist and Strategist Matthew Rodger, Economist Andrzej Pioch, Fund Manager This episode was...

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 Brooks. All data is sourced from LSEG as at 7 October 2025 unless otherwise stated. For professional investor...

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 Shoup, Co-Heads of Global Fixed Income at L&G, had a transatlantic conversation on the benefits of...

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 intelligence. From an investor standpoint, we’ll also look at why we believe now is the time for interested in...

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 from LSEG as at 17 September 2025 unless otherwise stated. For professional investors only. Capital at ri...

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 wisdom from the specious sayings. Our speakers are: Christopher Jeffery, head of macro strategy   Christop...

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 September 2025 unless otherwise stated. For professional investors only. Capital at risk. Assumptions,...

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the steepening of the yield curve, the collision of politics and economic data, and bumper earnings from the US tech giants. This podcast was recorded on 6 August 2025 and is hosted by Harry Brooks. All data is sourced from LSEG as at 5 August 2025 unless otherwise stated. For professional investors only. Capital at risk. Secur...

On this week’s L&G Talks Asset Management, we cover how UK universities are creating a nexus for Private Markets investment. Our recent research covered this subject, and discussion focused on some of the key points it raised, along with potential investment implications. Our panel consisted of: Bill Page, Head of Real Estate Research, L&G Melissa Lockett, Investment Director, Investment &...

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on early signs that tariffs are having an impact on US inflation, volatility in Japanese government bonds and what’s driving AI stocks. This podcast was recorded on 23 July 2025, and is hosted by Harry Brooks. All data is sourced from LSEG as at 23 July 2025 unless otherwise stated. For professional investors only. Capital at risk...

In this special and wide-ranging episode, Eric reflects on his journey through the asset management industry and the personal values that informed his decision to join L&G.  "Humility is key - and I think I learned that in my upbringing," he says.  Speaking with Jo McCaffrey, Chief Strategy and Product Officer for our Asset Management business, Eric also discusses his ambitions for our busines...

We recorded this special episode to mark the publication of our midyear global outlook, which offers key views across public and private markets after a particularly eventful first six months of 2025. Topics covered include: Long-term implications from the tariffs-related volatility spike How our AFI team in Chicago is navigating policy uncertainty The approach taken by our Multi-Asset team to USD...

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the market impact of the Middle East conflict. Also on the agenda is possible rates divergence between the US and Europe, the shortcomings of economic data, and why GDP per capita may not tell the whole story of emerging markets. This podcast was recorded on 24 June 2025. All data is sourced from LSEG as at 24 June 2025 unless o...

With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it. Our speakers are Aude Martin, Head of Pooled Index Investment Specialists, and Andrzej Pioch, a Fund Manager specialising in multi-asset strategies in our Asset Allocation team. All data from Bloomberg as at 5 June 2025 unless otherwise stated.   For professional investors...

What does it mean when we say an active fixed income strategy is “unconstrained”? What difference does it make when a fund is not tied to a benchmark? And what is it about the present moment that could make this an attractive option for navigating market volatility? To answer these questions and give his insights into what could determine performance in fixed income for the rest of the year, this...

This week, we tackle part of the private credit universe that doesn’t often get much airtime. That’s ‘crossover credit’ – or in other words, the part of the market that sits between investment-grade and sub-investment-grade credit. Talking us through this episode is Stu Hitchcock, L&G’s Head of Private Credit Portfolio Management. Stu addresses the size of the crossover market, the types of de...

What is a money market fund? Why do investors use them? And how might the path of interest rates, technological change and regulation affect the outlook for these funds? Our guest for this podcast is Ross McDonald, a Liquidity Investment Specialist at L&G, to learn more about this sometimes overlooked – but crucial – part of the investor’s toolkit. All data is sourced from Bloomberg as at 22 M...