408: Unpacking the US Investment Outlook

LGIM Talks

May 12, 202624:43Business

In today’s fast-moving investment landscape, we believe staying ahead means looking beyond the headlines—understanding how powerful structural shifts like AI disruption can reshape markets, alongside ongoing geopolitical...

Related Episodes

Continue listening to more episodes from LGIM Talks.

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

Sep 10, 2026 - 34:09

L&G’s James Giblin, Fund Manager, and Dorian Squires, Investment Director at Apollo Investment Management...

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

Sep 4, 2026 - 19:22

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

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

Jul 30, 2026 - 14:48

In this episode of L&G Talks, Ian Hutchinson, Head of Global Bond Strategies and Radha Mathur, Fixed Inco...

417: DC Close Up: The default lens

Jul 23, 2026 - 18:10

For most DC savers, the default fund is their pension journey. Yet behind what appears to be a simple mem...

416: Platform investing: Beyond core real estate

Jul 16, 2026 - 15:49

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

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

Jul 9, 2026 - 24:06

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on why US treasury yields stayed elev...

414: Private markets: myth vs reality

Jul 2, 2026 - 17:02

Private markets come with a powerful narrative: patient capital, complexity premia, and access to parts o...

413: How robotics and AI are transforming the world

Jun 25, 2026 - 18:36

Are we on the cusp of a new era of robotics? How is AI enabling machines to perform more complex tasks th...