L&G Talks Asset Management

This week’s episode takes a broad look at real assets. We assess how investors are looking at this sector and how the macro-economic backdrop may be impacting their thinking.

Joining the podcast is Neil Meikle, Head of Private Markets Distribution. Neil brings a unique perspective, drawn from experience talking to private market investors of all stripes. The episode addresses real assets across the board, touching on areas such as digital infrastructure, operational real estate and clean power.

This podcast is hosted by Nick Jardine, Content Manager for Private Markets at L&G.

For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.

Ben Bennett, Chief Investment Strategist for Asia, examines one of the market's biggest puzzles: why equity markets continue to shrug off rising bond yields, elevated oil prices and tightening financial conditions.

Ben discusses what a surge in US Treasury yields above 5% could mean for investors, and whether markets are underestimating the risk of a renewed inflation shock. He also explores the growing competition for capital between governments and AI-related investment, the implications of record debt issuance, mounting fiscal pressures in Europe, and what a stronger US dollar may be signalling about the global economy.

This podcast was hosted by Sarka Halas, content manager and was recorded on 30 September 2026.

All data sourced from LSEG as of 30 September 2026, unless otherwise stated.

For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only.

Assumptions, opinions and estimates are for illustrative purposes only and are subject to change. There is no guarantee that any forecast or projection will be realised.

The AI investment story is evolving beyond today's market leaders. Economist Matthew Rodger and Portfolio Manager in our Active Equities team Ewan Bowerbank discuss whether open-weight models could change where value accrues, the growing importance of energy and infrastructure, and how geopolitics and regulation could shape AI's next phase.

They explore what this means for investors, including the case for diversification across the AI ecosystem, managing valuation risk and identifying potential beneficiaries beyond technology.

This podcast was recorded on 21 September 2026.

All data is sourced from Bloomberg as of 21 September 2026 unless otherwise stated.
 
For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only.

Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.

It should be noted that diversification is no guarantee against a loss in a declining market.

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on what higher rates could mean for inflation, equities and bond markets. He also explores diverging central bank policies, whether US Treasury yields can remain above 5%, rising energy prices, and the evolving relationship between the Fed and the Treasury.

This podcast was recorded on 16 September 2026.

All data is sourced from LSEG as of 15 September 2026 unless otherwise stated.
 
For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only.

Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass. 

L&G’s James Giblin, Fund Manager, and Dorian Squires, Investment Director at Apollo Investment Management, go beyond performance numbers to explore the people, processes and partnerships that sit behind a managed portfolio service.

Drawing on their own experiences, they share real-world examples of how investment decisions are made, how funds are selected and monitored, and how advisers and fund managers work together through changing market conditions.

The discussion includes lessons from periods of market volatility, insights into the due diligence and governance that underpin portfolio construction, and real-world examples of how investment teams respond when markets come under pressure.

This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 2 September 2026. 

For professional investors only. Capital at risk. Risk management cannot fully eliminate the risk of investment loss. It should be noted that diversification is no guarantee against a loss in a declining market.

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. The above information does not constitute a recommendation to buy or sell any security.

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. 

Also on the agenda is Japanese yen strength, the outlook for oil and Nvidia's* latest results. 

This podcast was recorded on 2 September 2026.

All data is sourced from LSEG as at 1 September 2026 unless otherwise stated.

For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. 

*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. The above information does not constitute a recommendation to buy or sell any security.

For most DC savers, the default fund is their pension journey. Yet behind what appears to be a simple member experience sits a complex set of investment, behavioural and regulatory decisions.

In this DC Close Up episode for L&G Talks Asset Management, our Global Head of DC, Lesley-Ann Morgan, sits down with Head of DC Strategies, Graham Moles, to examine the changing world of DC defaults. 

From the debate between target date funds and lifestyle approaches, to the growing role of member data, private markets and retirement design, they discuss how schemes are adapting to meet the changing needs of savers. The conversation also examines Value for Money, default decumulation and what comes next for one of the most important areas of DC pension design.

On the latest episode of L&G Talks Asset Management, we dive into the
world of platform investing.

We cover what platform investing is, looking at how this strategy differs from core real estate holdings and explore considerations investors need to make when thinking about allocating to this asset class. Our speakers also explain what their hearing from investors when it comes to platform investing and why this type of allocation might be appealing.

The podcast features:

This podcast is hosted by Nick Jardine, Content Manager at L&G, and was recorded on 30th June 2026.

Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.