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

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 & 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>

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&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&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>

31 MIN

387: Europe’s energy transition: An opportunity among the challenges

DEC 1, 2025

387: Europe’s energy transition: An opportunity among the challenges

<div>Europe’s emissions reduction goals are ambitious, with the continent<br> providing a continually supportive regulatory backdrop to spur a<br> transition to clean power.<br> <br> In this episode of L&G Talks Asset Management, we’re joined by<br> Rosheen McGuckian, CEO of NTR. We discuss the investments needed to<br> facilitate Europe’s transition and the pace of change required. While<br> challenges persist, we also address why it may be an opportunity for<br> investors.<br> <br> This podcast was recorded on 21 November and is hosted by Nick<br> Jardine, Content Manager for L&G’s Private Markets platform.<br> <br> You can listen on: Apple Podcasts, Audioboom and Spotify.<br> <br> All data points are from BNEF, McKinsey and NTR, unless otherwise<br> stated.</div>

21 MIN

386: UK Budget – implications for investors

NOV 27, 2025

386: UK Budget – implications for investors

<div><em>Listen to our in-house investment professionals share their thoughts on the Budget.</em></div> <br> <div>It’s difficult to remember a time when a UK Budget was more nervously anticipated, with UK public finances in a tight spot given elevated debt repayment costs and rising levels of ringfenced spending.</div> <br> <div>In this podcast, hosted by Laura Brown, Head of Public Markets Distribution, we hear from James Carrick, Senior Economist, on what the Budget could mean for the UK economy and from Joseph England, Senior Portfolio Manager, on what it could mean for UK gilt markets.</div> <br> <div>This podcast was recorded on 27 November 2025.</div> <br> <div><strong>For professional investors only. Capital at risk.</strong></div>

14 MIN

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