L&G Talks Asset Management | Podcast Guru

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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.

Recent Episodes

385: Are we in an AI boom or bubble?

NOV 13, 2025

385: Are we in an AI boom or bubble?

<div> <em>A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors.</em><br> <br> 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 infrastructure spending.</div> <br> <div>The event was hosted by Laura Brown, Head of Public Markets Distribution, and featured the following speakers:</div> <br> <ul> <li> <strong>Jason Shoup</strong>, Chief Investment Officer, Asset Management, L&G America, and Co-Head of Global Fixed Income</li> <li> <strong>Christopher Jeffery</strong>, Head of Macro Strategy</li> <li> <strong>Matteo Colombo</strong>, Managing Director Digital Infrastructure Investing – Private Markets Investments</li> </ul> <div> <br> <strong>All data sourced from Bloomberg as at 7 November unless otherwise stated.</strong> </div> <br> <div><strong>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. It should be noted that diversification is no guarantee against a loss in a declining market.</strong></div>

47 MIN

384: Buyout 2.0: Back to basics

OCT 30, 2025

384: Buyout 2.0: Back to basics

<div><em>Our Head of Solutions Distribution joins the podcast to share our latest endgame thinking for DB schemes.</em></div> <br> <div>It won’t have escaped DB clients’ attention that there’s recently been significant talk of surplus extraction. However, we strongly believe it’s important not to lose sight of the reason we’re here in the first place: to help schemes meet their core fiduciary duty to pay all members’ pensions as they fall due, with a buy-in or buyout usually seen as the gold standard objective for many trustees.</div> <br> <div>To discuss all this and more, our Head of Solutions Distribution, Lara Edmonstone-West, gets behind the microphone.</div> <br> <div>This podcast was recorded on 22 October 2025. All data points sourced from the PPF and L&G.</div> <br> <div><strong>For professional investors only. Capital at risk.</strong></div>

13 MIN

383: Are growth strategies anti-value?

OCT 23, 2025

383: Are growth strategies anti-value?

<div>These two investment styles are often positioned as opposites, but this framing may obscure the complex interplay between them.</div> <br> <div>Instead, Ayah Habboub, and Index Researcher in L&G’s Index Solutions team, argues that designing growth strategies in a way that is agnostic to value could allow investors to capture the market returns unique to each factor.</div> <br> <div>This podcast was recorded on 17 October 2025 and is hosted by Harry Brooks, European Content Manager.</div> <br> <div><strong>For professional investors only. Capital at risk. It should be noted that diversification is no guarantee against a loss in a declining market.</strong></div>

10 MIN

382: Artificial reality vs. the real world – the economics of AI

OCT 16, 2025

382: Artificial reality vs. the real world – the economics of AI

<div>How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this theme without increasing concentration risk?</div> <br> <div>In this week’s episode, three L&G experts share their insights. Our speakers are:</div> <br> <ul> <li>James Carrick, Senior Economist and Strategist</li> <li>Matthew Rodger, Economist</li> <li>Andrzej Pioch, Fund Manager</li> </ul> <br> <div>This episode was recorded on 10 October 2025 and is hosted by Harry Brooks, European Content Manager.</div> <br> <div>Sources:</div> <br> <ul> <li>AI as percentage of US Q1 GDP: L&G calculations, Macrobond, Artificial Analysis, AI spend includes computer, software, data centre and electricity investment. Investment not adjusted for import component as at 30 June 2025.</li> <li>US and China make up 80% of AI: EPOCH AI as at June 2025.</li> <li>AI spillover and multiplier effects: <a href="https://url.uk.m.mimecastprotect.com/s/PZWNCG52kFWDx9XhKfZuB-q7F?domain=paulkedrosky.com/">Honey, AI Capex is Eating the Economy</a> </li> <li>US Census Bureau estimate of AI capex: Macrobond as at June 2025.</li> </ul> <br> <div><strong>For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future. Securities mention 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.</strong></div>

16 MIN

381: Politics, emerging markets and gold – Market Talk

OCT 9, 2025

381: Politics, emerging markets and gold – Market Talk

<div>Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on political turbulence in the US, France and Japan, and considers whether the structural drivers behind the rising gold price can support continued gains.</div> <br> <div>This podcast was recorded on 8 October 2025 and is hosted by Harry Brooks.</div> <br> <div>All data is sourced from LSEG as at 7 October 2025 unless otherwise stated.</div> <br> <div><strong>For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future. Securities mention 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.</strong></div>

21 MIN