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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 Legal & General Investment Management, we bring...

Episodes

20 of 423 episodes

427: The retirement income lens

In this episode of DC Close Up for L&G Talks Asset Management, Lesley-Ann Morgan, Global Head of DC, is joined by Micah Smith, Head of Retir...

26:00Oct 22, 2026

426: French bond spreads: a warning sign for Europe?

France has moved back to the centre of investors' attention. Concerns over the country's fiscal outlook, rising debt burden and increasingly...

39:16Oct 21, 2026

425: What do the terms OCIO and fiduciary management actually mean?

Our Head of Delegated Solutions, Tim Dougall, offers his insights into what’s driving increased interest in fiduciary management and OCIO am...

21:51Oct 15, 2026

424: Real assets roundup – what’s moving the needle?

This week’s episode takes a broad look at real assets. We assess how investors are looking at this sector and how the macro-economic backdro...

15:06Oct 8, 2026

423: The higher-for-longer reckoning

Ben Bennett, Chief Investment Strategist for Asia, examines one of the market's biggest puzzles: why equity markets continue to shrug off ri...

23:17Oct 2, 2026

422: AI: victors, vulnerabilities and value

The AI investment story is evolving beyond today's market leaders. Economist Matthew Rodger and Portfolio Manager in our Active Equities tea...

27:45Sep 24, 2026

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

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on what higher rates could mean for inflation, equities and bond markets....

22:15Sep 17, 2026

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

L&G’s James Giblin, Fund Manager, and Dorian Squires, Investment Director at Apollo Investment Management, go beyond performance numbers to...

34:09Sep 10, 2026

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

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. Also on th...

19:22Sep 4, 2026

418: The new rules of global credit: finding an edge in a fragmented world

In this episode of L&G Talks, Ian Hutchinson, Head of Global Bond Strategies and Radha Mathur, Fixed Income Investment Specialist explore wh...

14:48Jul 30, 2026

417: DC Close Up: The default lens

For most DC savers, the default fund is their pension journey. Yet behind what appears to be a simple member experience sits a complex set o...

18:10Jul 23, 2026

416: Platform investing: Beyond core real estate

On the latest episode of L&G Talks Asset Management, we dive into the world of platform investing. We cover what platform investing is, look...

15:49Jul 16, 2026

415: Are treasuries untethering from the oil price? Market Talk

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on why US treasury yields stayed elevated as the oil price fell, the lat...

24:06Jul 9, 2026

414: Private markets: myth vs reality

Private markets come with a powerful narrative: patient capital, complexity premia, and access to parts of the economy public markets can’t...

17:02Jul 2, 2026

413: How robotics and AI are transforming the world

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...

18:36Jun 25, 2026

412: Our midyear investment outlook – the CIO call

This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for inve...

37:56Jun 18, 2026

411: In the room: how investment decisions are made

What really drives an investment decision and what happens before a trade ever reaches your portfolio? L&G’s Francis Chua, Fund Manager, and...

22:22Jun 4, 2026

410: Keeping tabs on digital infrastructure

On this week’s episode of L&G Talks Asset Management, we sit down with Achal Arora, Managing Director of Digital Infrastructure Investments....

18:00May 28, 2026

409: Systematic solutions: meet the team behind the strategies

What is meant by the term ‘systematic solutions’? Why are they increasingly important for investors? And how is AI changing the way they are...

28:37May 21, 2026

405: Do charities suffer from money illusion?

Money illusion is one of the most common behavioural biases and with nearly £30 billion held in cash, are UK charities assuming that the mos...

18:25May 14, 2026