L&G Talks Asset Management

A podcast by L&G - Thursdays

Thursdays

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358 Episodes

  1. 302: Rallies, Red Sea disruption and Taiwanese elections – Market Talk

    Published: 1/4/2024
  2. 301: Active Fixed Income outlook: 2024

    Published: 12/18/2023
  3. 300: How we’re preparing for 2024 – the CIO call

    Published: 12/14/2023
  4. 299: What will 2024 bring? Market Talk

    Published: 12/7/2023
  5. 298: Will illiquid investments help or hinder DC pensions?

    Published: 12/1/2023
  6. 297: What does the term ‘cashflow-driven investing’ actually mean?

    Published: 11/30/2023
  7. 296: COP28: What to watch for

    Published: 11/27/2023
  8. 295: US CPI, oil and the ‘Magnificent Seven’ – Market Talk

    Published: 11/16/2023
  9. 294: Are companies really making progress on ESG?

    Published: 11/9/2023
  10. 293: What AI means for investors

    Published: 11/2/2023
  11. 292: Higher yields, China stimulus and Singapore bound – Market Talk

    Published: 10/26/2023
  12. 291: How could UK real estate perform after repricing?

    Published: 10/19/2023
  13. 290: Spotlight on strategic bonds strategies

    Published: 10/13/2023
  14. 289: Bond jitters, heightened vol, crowding out – Market Talk

    Published: 10/5/2023
  15. 288: What do ‘higher for longer’ rates mean for markets?

    Published: 9/28/2023
  16. 287: Positively charged: lithium and the electric vehicle revolution

    Published: 9/21/2023
  17. 286: Stagflation, Japan and typhoons - Market Talk

    Published: 9/14/2023
  18. 285: How LGIM votes: lifting the lid on AGM season

    Published: 9/11/2023
  19. 284: In Conversation with… Andrzej Pioch

    Published: 9/7/2023
  20. 283: US jobs data, Chinese equities and high yield

    Published: 9/4/2023

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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.