<div>The explosive launch of ChatGPT in late 2022 highlighted the immense potential of artificial intelligence. In our latest CIO call, we discuss the implications for investors from the technology ushering in a new industrial revolution. 
 
During the episode, Sonja Laud, LGIM’s CIO, is joined by Aanand Venkatramanan, Head of ETFs, EMEA; and Robert White, Fund Manager within our Active Strategies team. The panel also discuss: 
 

</div>
<ul>
<li>The companies most likely to benefit – and that have the most to lose</li>
<li>How AI might disrupt the asset management industry</li>
<li>The ‘enabler’ sectors at the forefront of the AI ecosystem</li>
<li>The broader market outlook, in light of further weakness in risk assets, rising yields and the tragic conflict in the Middle East</li>
</ul>
<div>This podcast accompanies the publication of our CIO autumn update, <a href="https://protect-eu.mimecast.com/s/ZDmnC59rvi0D2ZDHzbLIP?domain=lgimblog.com/">An AI inflection point</a>, which contains investment insights on the technology from teams across LGIM. It was recorded on 31 October and is moderated by Max Julius, Head of Content. 
 
Follow us on <a href="https://protect-eu.mimecast.com/s/lSP_C6RvwhoBqrBh6B3aF?domain=linkedin.com/">LinkedIn</a> and <a href="https://protect-eu.mimecast.com/s/E8RkC7LwxTmJwAJIB-aeY?domain=twitter.com">Twitter</a> for our latest updates and discover <a href="https://protect-eu.mimecast.com/s/USNLC86xysjKE6KsMtL-p?domain=lgimblog.com/">the LGIM blog</a> for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts. 
 
For professional investors only. Capital at risk. 
 

</div>

The explosive launch of ChatGPT in late 2022 highlighted the immense potential of artificial intelligence. In our latest CIO call, we discuss the implications for investors from the technology ushering in a new industrial revolution. During the episode, Sonja Laud, LGIM’s CIO, is joined by Aanand Venkatramanan, Head of ETFs, EMEA; and Robert White, Fund Manager within our Active Strategies team. The panel also discuss: The companies most likely to benefit – and that have the most to lose How AI might disrupt the asset management industry The ‘enabler’ sectors at the forefront of the AI ecosystem The broader market outlook, in light of further weakness in risk assets, rising yields and the tragic conflict in the Middle East This podcast accompanies the publication of our CIO autumn update, An AI inflection point, which contains investment insights on the technology from teams across LGIM. It was recorded on 31 October and is moderated by Max Julius, Head of Content. Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM blog for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts. For professional investors only. Capital at risk.

The explosive launch of ChatGPT in late 2022 highlighted the immense potential of artificial intelligence. In our latest CIO call, we discuss the implications for investors from the technology ushering in a new industrial revolution. 
 
During the episode, Sonja Laud, LGIM’s CIO, is joined by Aanand Venkatramanan, Head of ETFs, EMEA; and Robert White, Fund Manager within our Active Strategies team. The panel also discuss: 
 


<ul>
<li>The companies most likely to benefit – and that have the most to lose</li>
<li>How AI might disrupt the asset management industry</li>
<li>The ‘enabler’ sectors at the forefront of the AI ecosystem</li>
<li>The broader market outlook, in light of further weakness in risk assets, rising yields and the tragic conflict in the Middle East</li>
</ul>
This podcast accompanies the publication of our CIO autumn update, <a href="https://protect-eu.mimecast.com/s/ZDmnC59rvi0D2ZDHzbLIP?domain=lgimblog.com/" rel="noopener noreferrer">An AI inflection point</a>, which contains investment insights on the technology from teams across LGIM. It was recorded on 31 October and is moderated by Max Julius, Head of Content. 
 
Follow us on <a href="https://protect-eu.mimecast.com/s/lSP_C6RvwhoBqrBh6B3aF?domain=linkedin.com/" rel="noopener noreferrer">LinkedIn</a> and <a href="https://protect-eu.mimecast.com/s/E8RkC7LwxTmJwAJIB-aeY?domain=twitter.com" rel="noopener noreferrer">Twitter</a> for our latest updates and discover <a href="https://protect-eu.mimecast.com/s/USNLC86xysjKE6KsMtL-p?domain=lgimblog.com/" rel="noopener noreferrer">the LGIM blog</a> for more insights. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts. 
 
For professional investors only. Capital at risk.

293: What AI means for investors

<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>

Business

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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