<div>In this week’s episode, Emiel van den Heiligenberg, head of asset allocation, examines the reasons behind renewed bubble talk and outlines his views on how he would allocate to bonds and equities given the current market backdrop.</div>
<div> </div>
<div>This episode is hosted by Frances Watson.</div>
<div> </div>
<div>
Follow us on <a href="https://protect-eu.mimecast.com/s/qRWeCoQ0Bhr8y1QH1ky0Z?domain=eur03.safelinks.protection.outlook.com">LinkedIn</a> and <a href="https://protect-eu.mimecast.com/s/Wc1yCpQqDhnyRJ7SDq16w?domain=eur03.safelinks.protection.outlook.com">Twitter</a> for our latest updates and discover <a href="https://protect-eu.mimecast.com/s/t0hWCqYrES8RMxViQ39QP?domain=eur03.safelinks.protection.outlook.com">The LGIM Blog</a> for insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.
</div>

In this week’s episode, Emiel van den Heiligenberg, head of asset allocation, examines the reasons behind renewed bubble talk and outlines his views on how he would allocate to bonds and equities given the current market backdrop. This episode is hosted by Frances Watson. Follow us on LinkedIn and Twitter for our latest updates and discover The LGIM Blog for insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

In this week’s episode, Emiel van den Heiligenberg, head of asset allocation, examines the reasons behind renewed bubble talk and outlines his views on how he would allocate to bonds and equities given the current market backdrop.
&nbsp;
This episode is hosted by Frances Watson.
&nbsp;

Follow us on <a href="https://protect-eu.mimecast.com/s/qRWeCoQ0Bhr8y1QH1ky0Z?domain=eur03.safelinks.protection.outlook.com" rel="noopener noreferrer">LinkedIn</a> and <a href="https://protect-eu.mimecast.com/s/Wc1yCpQqDhnyRJ7SDq16w?domain=eur03.safelinks.protection.outlook.com" rel="noopener noreferrer">Twitter</a> for our latest updates and discover <a href="https://protect-eu.mimecast.com/s/t0hWCqYrES8RMxViQ39QP?domain=eur03.safelinks.protection.outlook.com" rel="noopener noreferrer">The LGIM Blog</a> for insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.

129: Bubbles, bonds and barbell strategies

<div>What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&amp;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&amp;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 <a href="https://am.landg.com/en-uk/institutional/insights/">https://am.landg.com/en-uk/institutional/insights/ 
</a> 
L&amp;G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&amp;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&amp;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&amp;G. Legal &amp; General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal &amp; 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 &amp; General Investment Management. 
 
 
 
 
 

</div>

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Investing

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.

What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&amp;G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. 
&nbsp; 
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. 
&nbsp; 
From Trump's tariffs to irrational investors, L&amp;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. 
&nbsp; 
To find out more, visit <a href="https://am.landg.com/en-uk/institutional/insights/" rel="noopener noreferrer">https://am.landg.com/en-uk/institutional/insights/ 
</a> 
L&amp;G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&amp;G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans. 
 
&nbsp;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&amp;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&amp;G. Legal &amp; General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal &amp; 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 &amp; General Investment Management.

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129: Bubbles, bonds and barbell strategies

129: Bubbles, bonds and barbell strategies

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