『L&G Talks Asset Management』のカバーアート

L&G Talks Asset Management

L&G Talks Asset Management

著者： L&G
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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.





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  • 375: Interest rate expectations, US data revision and AI earnings – Market Talk

    375: Interest rate expectations, US data revision and AI earnings – Market Talk
    2025/08/06
    Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the steepening of the yield curve, the collision of politics and economic data, and bumper earnings from the US tech giants.
    This podcast was recorded on 6 August 2025 and is hosted by Harry Brooks.
    All data is sourced from LSEG as at 5 August 2025 unless otherwise stated.
    For professional investors only. Capital at risk. 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. 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.
    続きを読む 一部表示
    22 分
  • 374: UK universities: A nexus for private market investment

    374: UK universities: A nexus for private market investment
    2025/07/31
    On this week’s L&G Talks Asset Management, we cover how UK universities are creating a nexus for Private Markets investment. Our recent research covered this subject, and discussion focused on some of the key points it raised, along with potential investment implications.

    Our panel consisted of:
    • Bill Page, Head of Real Estate Research, L&G
    • Melissa Lockett, Investment Director, Investment & Place Partnerships, L&G
    You can listen on: Apple Podcasts, Audioboom and Spotify.

    This podcast is hosted by Nick Jardine, Content Manager – Private Markets, at L&G. It was recorded on 29 July, 2025.

    Sources:
    Beauhurst, Spotlight on Spinouts, 2024, L&G
    StuRents, Knight Frank, December 2024
    HESA, 2025
    L&G calculations form ONS workforce jobs data, 2025
    London Economics/Universities UK – The impact of higher education
    sector on the UK economy, Aug 2023

    For professional investors only. Capital at risk.
    続きを読む 一部表示
    21 分
  • 373: Where next for AI stocks? Market Talk

    373: Where next for AI stocks? Market Talk
    2025/07/24
    Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on early signs that tariffs are having an impact on US inflation, volatility in Japanese government bonds and what’s driving AI stocks.
    This podcast was recorded on 23 July 2025, and is hosted by Harry Brooks.
    All data is sourced from LSEG as at 23 July 2025 unless otherwise stated.
    For professional investors only. Capital at risk. 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.
    続きを読む 一部表示
    21 分
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