L&G Talks Asset Management
ചാനൽ വിവരങ്ങൾ
L&G Talks Asset Management
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 opportuni...
സമീപകാല എപ്പിസോഡുകൾ
377 എപ്പിസോഡുകൾ
381: Politics, emerging markets and gold – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on political turbulence in the US, France and Japan, and considers whether the str...
380: Our global approach to active fixed income
In today’s interconnected markets, we believe taking a global approach to managing fixed income assets is essential, as economic or political developm...
379: Quantum computing: What, how and when?
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: quantu...
378: Why doesn’t it feel like a bull market? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on upcoming central bank decisions, and explains why market returns, economic grow...
377: Do famous investment sayings hold water?
Anyone who has spent time thinking about markets is likely to have heard at least a few time-honoured investing aphorisms.
...
376: Government debt and the uncertainty premium – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the latest drama at the US Federal Reserve, political developments in France, a...
375: Interest rate expectations, US data revision and AI earnings – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the steepening of the yield curve, the collision of politics and economic data,...
374: UK universities: A nexus for private market investment
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 cover...
373: Where next for AI stocks? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on early signs that tariffs are having an impact on US inflation, volatility in Ja...
372: In conversation with... Eric Adler, CEO, Asset Management
In this special and wide-ranging episode, Eric reflects on his journey through the asset management industry and the personal values that informed his...
371: Our Midyear Global Outlook – The CIO call
We recorded this special episode to mark the publication of our midyear global outlook, which offers key views across public and private markets after...
370: Middle East conflict, inflation and interest rates – Market Talk
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 ra...
369: How to tackle equity market concentration risk
With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it.
369: Unpacking unconstrained strategies
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?...
368: As above, so below: The case for crossover private credit
This week, we tackle part of the private credit universe that doesn’t
often get much airtime. That’s ‘crossover credit’ – or in other
367: L&G explains: What does the term ‘money market fund’ actually mean?
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 outlo...
366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal. Also u...
365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond
2025’s macro turbulence has been well documented; but is there opportunity among the uncertainty?
As we approach the year’...
364: What’s driving the recovery? Market Talk
Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible tarif...
363: Can factor strategies be decarbonised?
Following the publication of a major new research paper, Raj Shah, a Senior Quant and Factor Strategist within our Index Solutions team, delves into t...
362: Where next for US assets? Market Talk
In another week of volatility for US assets, Ben Bennett dissects the market reaction to frictions with the Fed, considers the path of the dollar, and...
361: The art of the deal? US credit in 2025
At the beginning of the year, a narrative of US exceptionalism was the consensus among many market participants.
However, s...
360: Retirement realities
In this episode, we explore Defined Contribution (DC) investments and the changing reality of retirement. Our DC Head of Clients, Jayesh Patel, and cl...
359: Where next for markets after a turbulent Q1?
Our expert panel discusses the remarkable shift in the market narrative, which has accompanied a rotation away from some of the best-performing assets...
358: Water, AI and data centres
Ahead of World Water Day on 22 March, this week’s podcast considers the global challenge of improving access to clean water and examines the intersect...
357: Investing in the UK: Real estate and beyond
This week on the podcast, we’re looking at the UK, exploring what might be in store for investors in real estate and certain related asset classes.
356: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, discusses what Germany’s parliamentary election might mean for the future of the country’s much-dis...
355: A long-term view on EMD
How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role of emergi...
354: US tariffs, BoE cut and European equity rally – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. On the agenda are the first few weeks of the se...
353: The View from the Top: A long-term look at private markets
This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast. We’re joined by Bill Hughes, Global Head o...
352: Should investors hedge forex risk?
Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratio...
351: 2024 reflections and 2025 preparations – the CIO call
Join Sonia Laud, our Chief Investment Officer, as she shares her thinking on the key themes that should now be on investors’ radars.
350: What’s going on in government bonds? Market Talk
Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and market mood ahead of Donald Trump’s ina...
349: In conversation with... Natasha Mora, Managing Director LGIM Asia
What role does Asia play LGIM's global growth strategy?
To find out, this month we sit down with Natasha Mora, MD of LGIM A...
348: Private markets in 2025: Digital infrastructure, affordable housing and university spinouts
We recently published our outlook for private markets in 2025, looking at some of the factors potentially impacting these assets over the next 12 mont...
347: Political drama, interest rates and fallible forecasts – Market Talk
How have markets reacted to political turmoil in France and South Korea? Will central bankers in Europe and the US remain on the same rates path? And...
346: 2025 outlook: US exceptionalism, political risk and non-consensus views
In a special podcast ahead of the publication of our 2025 global outlook, our experts offer key views across public and private markets in what promis...
345: Maths, markets and misconceptions
In this episode, we explore the crucial role that mathematics plays in modern investment strategy. We also discuss how human irrationality shows up in...
344: Dollar dominance deconstructed – Market Talk
Will the US Federal Reserve cut rates again in December? How is dollar strength affecting Europe and Japan? And why have markets been unmoved by the p...
343: COP16 – outcomes, opportunities and observations
Earlier this month, representatives of 196 countries gathered in Columbia for the United Nations’ COP16 – the world’s largest biodiversity summit. It...