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 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.
Episodes
Our speakers are Jo McCaffrey, Chief Strategy and Product Officer, Asset Management, L&G; and Brad Marshall, Global Head of Private Credit Strategies at Bla...
providing a continually supportive regulatory backdrop to spur a
transition to clean power.
In this episode of L&G Talks Asset Management, we’re joined by
Rosheen McGuckian, CEO of NTR. We discuss the investments needed to
facilitate Europe’s transition and the pace of change required. While
challenges persist, we also address...
Advances in AI are continuing to dominate headlines – and reshape the investment landscape. In our webinar a panel of experts discussed the implications of the technology for investors, from the near-term market trajectory to its impact on economic growth and infra...
- James Carrick, Senior Economist and Strategist
- Matthew Rodger, Economist
- Andrzej Pioch, Fund Manager
Our panel explains why quantum represents a paradigm shift in computing, particularly given recent advances in artificial intelligence. From an investor standpoint, we’ll also look at why we believe now is the time for interested investors to seek out e...
This podcast was recorded on 17 September 2025 and is hosted by Harry Brooks.
All data is sourced from LSEG as at 17 September 2025 unless otherwise stated.
For professional investors only. Capital at risk....
But do they actually work?
In this episode, three experts discuss the findings from their recent whitepaper, which aimed to answer this question, separating the pearls of wisdom from the specious sayings. Our speakers are:
- Christopher Jeffery, head of macro strategy ...
Our panel consisted of:
- Bill Page, Head of Real Estate Research, L&G
- Melissa Lockett, Investment Director, Investment & Place...
"Humility is key - and I think I learned that in my upbringing," he says.
Speaking with Jo McCaffrey, Chief Strategy and Product Officer for our Asset Management business, Eric also discusses his ambitions for our business, the democ...
We recorded this special episode to mark the publication of our midyear global outlook, which offers key views across public and private markets after a particularly eventful first six months of 2025. Topics covered include:
Long-term implications from the tariffs-related volatility spike
How our AFI team in Chicago is navigating policy uncertainty
The approach taken by our Multi-Asset team to USD assets...
All data is sourced from LSEG as at 24 June 2025 unless otherw...
Our speakers are Aude Martin, Head of Pooled Index Investment Specialists, and Andrzej Pioch, a Fund Manager specialising in multi-asset strategies in our Asset Allocation team.
All data from Bloomberg as at 5 June 2025 unless otherwise stated.
For professional investors onl...
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