L&G Talks Asset Management

67: Separating the fads from the long-term trends


Listen Later

We’re promised so many different things that are going to ‘change the world’ – from ever-smarter smartphones to space tourism. And investing for the long term means that each of us in the market are trying to assess what are the most meaningful changes, the impact they might have on our portfolios and where the new investment opportunities might be. But a question we’re so often asked by allocators and advisers is what’s a genuine long-term investment trend, and what’s a flash-in-the-pan investment fad?

In this conversation, we put together a method investors can use to differentiate the two and ask our guest experts their thoughts on some very esoteric topics, from vaping and cryptocurrencies to electric vehicles and e-sports. Not to be done all at the same time though.

·         Howie Li, Head of ETFs

·         John Roe, Head of Multi-Asset Funds

·         Mark Chappel, Senior Content Manager

We want to hear from you! Email us at [email protected] with your thoughts on the podcast and any suggestions of the guests or types of content you’d like to see covered.

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 Legal & General 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 Legal & General Investment Management. 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.

...more
View all episodesView all episodes
Download on the App Store

L&G Talks Asset ManagementBy L&G

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like L&G Talks Asset Management

View all
Exchanges by Goldman Sachs

Exchanges

981 Listeners

Money Clinic with Claer Barrett by Financial Times

Money Clinic with Claer Barrett

53 Listeners

Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

12 Listeners

MoneyWeek Talks by Future Publishing

MoneyWeek Talks

22 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

10 Listeners

The Bid by BlackRock

The Bid

265 Listeners

Making Sense by J.P. Morgan

Making Sense

69 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

81 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

29 Listeners

The Markets by Goldman Sachs

The Markets

82 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

51 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

197 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

38 Listeners

Bloomberg Daybreak: Europe Edition by Bloomberg

Bloomberg Daybreak: Europe Edition

8 Listeners

The Economics Show by Financial Times

The Economics Show

150 Listeners