Episodes

  • 393: Greenland, Japanese bonds and a volatility playbook – Market Talk

    393: Greenland, Japanese bonds and a volatility playbook – Market Talk
    Jan 22 2026
    Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the market response to President Trump’s comments on Greenland, how investors can stay the course during periods of volatility, and what’s driving the rally in Asia.
    This podcast was recorded on 20 January 2026 and is hosted by Harry Brooks.
    All data is sourced from LSEG as at 19 January 2026 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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    24 mins
  • 392: Seeking differentiated alpha in 2026 and beyond

    392: Seeking differentiated alpha in 2026 and beyond
    Jan 15 2026
    In 2026, investors continue to face volatility and uncertainty. How can they seek to access differentiated alpha through targeting potential market dislocation?
    In this podcast, Adil Mirza, Senior Fund Manager within our Global High Yield team, shares his views and process.
    For professional investors only. Capital at risk.
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    14 mins
  • 391: Changing the status quo: Smarter investment strategies for DC

    391: Changing the status quo: Smarter investment strategies for DC
    Jan 8 2026
    With pensions adequacy an increasingly critical issue for the industry, we examine how smarter DC investment strategies are more important than ever.
    From private markets to hybrid default investment strategies and greater diversification, find out how DC investments are evolving to help unlock long-term growth for DC savers.
    In this episode, Dee Campbell, DC Content Manager, is joined by L&G’s investment experts:
    John Roe, Head of Multi-Asset Funds
    Martin Dietz, Head of Diversified Strategies
    Will Chan, Senior DC Strategies Manager
    Important information
    For professional investors only. Capital at risk. 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. This information does not constitute a recommendation to buy or sell any security. Past performance is not a guide to the future. The value of an investment and any income taken from it is not guaranteed and can go down as well as up, you may not get back the amount you originally invested.
    It should be noted that diversification is no guarantee against a loss in a declining market. Risk management cannot fully eliminate the risk of investment loss. While L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.
    The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing in this fund is available in the prospectus at. www.fundcentres.landg.com
    Views expressed are of L&G as at December 2025.
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    24 mins
  • 390: In conversation with… Amelie Chowna

    390: In conversation with… Amelie Chowna
    Dec 18 2025
    In this episode of L&G Talks, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives.
    Amelie shares her career journey from business school in France to rising through the ranks at L&G and what her new job entails. The conversation also explores challenges and opportunities in fixed income investing, the case for unconstrained strategies, and interesting trends including blending private and public credit.
    For professional investors only. Capital at risk.
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    24 mins
  • 389: Our 2026 investment outlook – the CIO call

    389: Our 2026 investment outlook – the CIO call
    Dec 11 2025
    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:
    • AI-driven capital expenditure and rising government borrowing
    • What may need to happen to justify investor bullishness on AI
    • Concentration risk in US and global equity markets
    • Non-consensus market views for next year and beyond

    You can read the foreword and access the entire report here, on our blog. During the episode, Sonja Laud, our global CIO, is joined by:
    • Christopher Jeffery, Head of Macro Strategy
    • Colin Reedie, Head of Active Strategies
    • David Barron, Global Head of Index and ETFs
    • Robin Martin, Global Head of Investment Strategy & Research, Private Markets

    Our panel also share what they are planning to read, watch and listen to over the holidays.
    The podcast was recorded on 9 December and was moderated by Max Julius, Head of Content.
    For professional investors only. Capital at risk.
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    42 mins
  • 388: Private credit perspectives from Blackstone and L&G

    388: Private credit perspectives from Blackstone and L&G
    Dec 4 2025
    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.

    Our speakers are Jo McCaffrey, Chief Strategy and Product Officer, Asset Management, L&G; and Brad Marshall, Global Head of Private Credit Strategies at Blackstone.

    Other topics covered include:

    · The reasons behind the rapid growth of private credit
    · Key investor considerations around the asset class, in particular for the UK Wealth market
    · Blackstone’s approach to underwriting investments to mitigate risk

    The podcast was recorded on 30 October and was moderated by Max Julius, Head of Content, Asset Management, L&G.

    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.


    For professional investors only. Capital at risk.
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    31 mins
  • 387: Europe’s energy transition: An opportunity among the challenges

    387: Europe’s energy transition: An opportunity among the challenges
    Dec 1 2025
    Europe’s emissions reduction goals are ambitious, with the continent
    providing a continually supportive regulatory backdrop to spur a
    transition to clean power.

    In this episode of L&G Talks Asset Management, we’re joined by
    Rosheen McGuckian, CEO of NTR. We discuss the investments needed to
    facilitate Europe’s transition and the pace of change required. While
    challenges persist, we also address why it may be an opportunity for
    investors.

    This podcast was recorded on 21 November and is hosted by Nick
    Jardine, Content Manager for L&G’s Private Markets platform.

    You can listen on: Apple Podcasts, Audioboom and Spotify.

    All data points are from BNEF, McKinsey and NTR, unless otherwise
    stated.
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    22 mins
  • 386: UK Budget – implications for investors

    386: UK Budget – implications for investors
    Nov 27 2025
    Listen to our in-house investment professionals share their thoughts on the Budget.
    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.
    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.
    This podcast was recorded on 27 November 2025.
    For professional investors only. Capital at risk.
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    14 mins