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L&G Talks Asset Management

L&G Talks Asset Management

By: L&G
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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 Economics Personal Finance
Episodes
  • 414: Private markets: myth vs reality

    414: Private markets: myth vs reality
    Jul 2 2026

    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 persistent myths surrounding private markets.

    From illiquidity fears to valuation misconceptions, the team explores what’s true,
    what’s outdated, and what investors may be overlooking.
    This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 15
    June 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.
    Show More Show Less
    17 mins
  • 413: How robotics and AI are transforming the world

    413: How robotics and AI are transforming the world
    Jun 25 2026
    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 VettaFi, to separate fact from fiction.
    This podcast was recorded on 22 June 2026 and was hosted by Matthew Kemp, Wealth Management Sales Manager at L&G.
    Securities mentioned 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. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass.
    Show More Show Less
    19 mins
  • 412: Our midyear investment outlook – the CIO call

    412: Our midyear investment outlook – the CIO call
    Jun 18 2026
    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 industries
    • The outlook for private credit
    During the episode, Emiel van den Heiligenberg, our global CIO, is joined by:

    • David Barron, Global Head of Index and ETFs
    • Stuart Hitchcock, Head of Portfolio Management, Private Credit
    • Colin Reedie, Head of Active Strategies
    • Jason Shoup, Co-head of Fixed Income and CIO, L&G – Asset Management, America

    Our panel also share what they are planning to read and watch over the summer.

    The podcast was recorded on 9 June and was moderated by Max Julius, Head of Content.

    For professional investors only. Capital at risk.
    Show More Show Less
    38 mins
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