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 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

L&G Talks Asset Management is a business podcast hosted by L&G, with 419 episodes on record and a Required Pod Score of 80.

L&G hosts L&G Talks Asset Management, a business show with 419 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #423

  423: The higher-for-longer reckoning

  Oct 2, 202623 min

  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 growing competition for capital between governments and AI-related investment, the implications of record debt issuance, mounting fiscal pressures in Europe, and what a stronger US dollar may be signalling about the global economy. This podcast was hosted by Sarka Halas, content manager and was recorded on 30 September 2026. All data sourced from LSEG as of 30 September 2026, unless otherwise stated. For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Assumptions, opinions and estimates are for illustrative purposes only and are subject to change. There is no guarantee that any forecast or projection will be realised.

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  Episode #422

  422: AI: victors, vulnerabilities and value

  Sep 24, 202628 min

  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 case for diversification across the AI ecosystem, managing valuation risk and identifying potential beneficiaries beyond technology. This podcast was recorded on 21 September 2026. All data is sourced from Bloomberg as of 21 September 2026 unless otherwise stated. For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass. It should be noted that diversification is no guarantee against a loss in a declining market.

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  Episode #421

  421: A new era for rates and bonds? Market Talk

  Sep 17, 202622 min

  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 LSEG as of 15 September 2026 unless otherwise stated. For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.

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  Episode #420

  420: What separates a good managed portfolio service from a great one?

  Sep 10, 202634 min

  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 fund managers work together through changing market conditions. The discussion includes lessons from periods of market volatility, insights into the due diligence and governance that underpin portfolio construction, and real-world examples of how investment teams respond when markets come under pressure. This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 2 September 2026. For professional investors only. Capital at risk. Risk management cannot fully eliminate the risk of investment loss. It should be noted that diversification is no guarantee against a loss in a declining market. 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 L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.

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  Episode #419

  419: What’s behind the global bond selloff? Market Talk

  Sep 4, 202619 min

  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. Securities mentioned for illustrative purposes only. *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 L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.

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