『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.





LGIM 個人ファイナンス 経済学
エピソード
  • 369: Unpacking unconstrained strategies

    369: Unpacking unconstrained strategies
    2025/06/12
    What does it mean when we say an active fixed income strategy is “unconstrained”? What difference does it make when a fund is not tied to a benchmark? And what is it about the present moment that could make this an attractive option for navigating market volatility?

    To answer these questions and give his insights into what could determine performance in fixed income for the rest of the year, this week we’re joined by Enda Mulry, Portfolio Manager in our Global Bond Strategies team.

    This episode is hosted by Andrew Lowry, European Content Manager.

    For professional investors only. Capital at risk.
    続きを読む 一部表示
    9 分
  • 368: As above, so below: The case for crossover private credit

    368: As above, so below: The case for crossover private credit
    2025/06/06
    This week, we tackle part of the private credit universe that doesn’t
    often get much airtime. That’s ‘crossover credit’ – or in other
    words, the part of the market that sits between investment-grade and
    sub-investment-grade credit.

    Talking us through this episode is Stu Hitchcock, L&G’s Head of
    Private Credit Portfolio Management. Stu addresses the size of the
    crossover market, the types of deals that may utilise this form of
    credit and how it may fit into a portfolio.

    Asking the questions is Nick Jardine, Content Manager for L&G’s
    Private Markets platform.

    All data is sourced internally from L&G as of June 2025, unless
    otherwise states.

    For professional investors only. Capital at risk.

    Source: Moody’s Annual Default Study, 2023. Based on issuer-weighted average
    default rates and issuer-weighted senior unsecured bond recovery
    rates, from 1983-2023.
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    24 分
  • 367: L&G explains: What does the term ‘money market fund’ actually mean?

    367: L&G explains: What does the term ‘money market fund’ actually mean?
    2025/05/29
    What is a money market fund? Why do investors use them? And how might the path of interest rates, technological change and regulation affect the outlook for these funds?
    Our guest for this podcast is Ross McDonald, a Liquidity Investment Specialist at L&G, to learn more about this sometimes overlooked – but crucial – part of the investor’s toolkit.
    All data is sourced from Bloomberg as at 22 May 2025 unless otherwise stated.
    For professional investors only. Capital at risk. It should be noted that diversification is no guarantee against a loss in a declining market.
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    12 分

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