• L&G Talks Asset Management

  • By: L&G
  • Podcast

L&G Talks Asset Management

By: L&G
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  • Summary

  • 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.
    LGIM
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Economics Personal Finance
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Episodes
  • 357: Investing in the UK: Real estate and beyond

    357: Investing in the UK: Real estate and beyond
    Mar 6 2025
    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.

    The discussion focused on the macro picture we’re seeing at the moment, which sub-sectors may represent attractive investment opportunities and what certain private markets investors are saying about the UK.

    Joining for this episode we have:

    Neil Meikle – Head of Real Estate Capital Raising, L&G
    Michael Adefuye – Senior Research Manager, Private Markets, L&G

    This podcast is hosted by Nick Jardine, content manager for private markets.

    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 LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.
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    15 mins
  • 356: Germany’s debt brake, Chinese tech and political polarisation – Market Talk

    356: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
    Feb 27 2025
    Ben Bennett, Head of Investment Strategy for Asia, discusses what Germany’s parliamentary election might mean for the future of the country’s much-discussed debt brake. Also on the agenda is the rally in Chinese tech stocks, and how political polarisation is influencing inflation forecasts in the US.

    All data is sourced from Eikon as at 24 February 2025 unless otherwise stated.

    For professional investors only. Capital at risk.
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    18 mins
  • 355: A long-term view on EMD

    355: A long-term view on EMD
    Feb 20 2025
    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 emerging markets in a multi-polar world?

    Answering these questions and more are Uday Patnaik, Head of Emerging Market Debt in our Active Strategies team, and Erik Lueth, Emerging Market Economist in our Asset Allocation team.

    This episode is hosted by Harry Brooks, European Content Manager.

    For professional investors only. Capital at risk.
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    21 mins

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