L&G Talks Asset Management
L&G Talks Asset Management

L&G Talks Asset Management

L&G

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Episodes

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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

389: Our 2026 investment outlook – the CIO call
DEC 11, 2025
389: Our 2026 investment outlook – the CIO call
<div><em>This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. Topics covered include:</em></div> <br> <ul> <li><em>AI-driven capital expenditure and rising government borrowing</em></li> <li><em>What may need to happen to justify investor bullishness on AI</em></li> <li><em>Concentration risk in US and global equity markets</em></li> <li><em>Non-consensus market views for next year and beyond</em></li> </ul> <br> <div> <em>You can read the foreword and access the entire report here, on our </em><a href="https://url.uk.m.mimecastprotect.com/s/LnIXCwmANHRAZBncVfLFJocz9?domain=blog.landg.com/"><em>blog</em></a><em>. During the episode, </em><strong><em>Sonja Laud</em></strong><em>, our global CIO, is joined by:</em> </div> <br> <ul> <li> <strong><em>Christopher Jeffery</em></strong><em>, Head of Macro Strategy</em> </li> <li> <strong><em>Colin Reedie</em></strong><em>, Head of Active Strategies</em> </li> <li> <strong><em>David Barron</em></strong><em>, Global Head of Index and ETFs</em> </li> <li> <strong><em>Robin Martin</em></strong><em>, Global Head of Investment Strategy &amp; Research, Private Markets</em> </li> </ul> <br> <div><em>Our panel also share what they are planning to read, watch and listen to over the holidays.</em></div> <br> <div> <em>The podcast was recorded on 9 December and was moderated by </em><strong><em>Max Julius</em></strong><em>, Head of Content.</em> </div> <br> <div><em>For professional investors only. Capital at risk.</em></div>
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41 MIN
388: Private credit perspectives from Blackstone and L&G
DEC 4, 2025
388: Private credit perspectives from Blackstone and L&G
<div> <em>In this special episode, we discuss our partnership with Blackstone, the world’s largest alternative asset manager. We also offer an overview of private credit and look at the role the asset class could play alongside public credit within investor portfolios.<br> </em><br> <em>Our speakers are </em><strong><em>Jo McCaffrey</em></strong><em>, Chief Strategy and Product Officer, Asset Management, L&amp;G; and </em><strong><em>Brad Marshall</em></strong><em>, Global Head of Private Credit Strategies at Blackstone.<br> </em><br> <em>Other topics covered include:<br> </em><br> ·        <em>The reasons behind the rapid growth of private credit</em><br> ·        <em>Key investor considerations around the asset class, in particular for the UK Wealth market</em><br> ·        <em>Blackstone’s approach to underwriting investments to mitigate risk<br> </em><br> <em>The podcast was recorded on 30 October and was moderated by </em><strong><em>Max Julius</em></strong><em>, Head of Content, Asset Management, L&amp;G.<br> <br> Source for comments on private credit's history of strong performance: "Leveraged Loans” as represented by Morningstar LSTA U.S. Leveraged Loan Index. “Private Credit” as represented by Cliffwater Direct Lending Indexfrom September 30, 2005 through June 30, 2025, which is latest publicly available data. Total return reflects the sum of annualised income return, annualised realised gain / loss and annualised unrealized gain / loss during the period. <br> </em><br> <em><br> For professional investors only. Capital at risk.<br> </em><br> </div>
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31 MIN