Advances in AI are continuing to dominate headlines – and reshape the investment landscape. In our webinar a panel of experts discussed the implications of the technology for investors, from the near-term market trajectory to its impact on economic growth and infrastructure spending.

The event was hosted by Laura Brown, Head of Public Markets Distribution, and featured the following speakers:

Jason Shoup, Chief Investment Officer, Asset Management, L&G America, and Co-Head of Global Fixed Income

Christopher Jeffery, Head of Macro Strategy

Matteo Colombo, Managing Director Digital Infrastructure Investing – Private Markets Investments

It won’t have escaped DB clients’ attention that there’s recently been significant talk of surplus extraction. However, we strongly believe it’s important not to lose sight of the reason we’re here in the first place: to help schemes meet their core fiduciary duty to pay all members’ pensions as they fall due, with a buy-in or buyout usually seen as the gold standard objective for many trustees.

To discuss all this and more, our Head of Solutions Distribution, Lara Edmonstone-West, gets behind the microphone.

This podcast was recorded on 22 October 2025. All data points sourced from the PPF and L&G.

These two investment styles are often positioned as opposites, but this framing may obscure the complex interplay between them.

Instead, Ayah Habboub, and Index Researcher in L&G’s Index Solutions team, argues that designing growth strategies in a way that is agnostic to value could allow investors to capture the market returns unique to each factor.

This podcast was recorded on 17 October 2025 and is hosted by Harry Brooks, European Content Manager.

How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this theme without increasing concentration risk?

In this week’s episode, three L&G experts share their insights. Our speakers are:

This episode was recorded on 10 October 2025 and is hosted by Harry Brooks, European Content Manager.

Sources:

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on political turbulence in the US, France and Japan, and considers whether the structural drivers behind the rising gold price can support continued gains.

This podcast was recorded on 8 October 2025 and is hosted by Harry Brooks.

All data is sourced from LSEG as at 7 October 2025 unless otherwise stated.

In today’s interconnected markets, we believe taking a global approach to managing fixed income assets is essential, as economic or political developments in one region can have a significant impact around the world. 

In the latest episode of L&G Talks Asset Management, Colin Reedie and Jason Shoup, Co-Heads of Global Fixed Income at L&G, had a transatlantic conversation on the benefits of thinking and acting globally, and discussed: 

This week on L&G Talks Asset Management we bring together a panel of leading experts to discuss one of the most talked-about technology topics: quantum computing. 

Our panel explains why quantum represents a paradigm shift in computing, particularly given recent advances in artificial intelligence. From an investor standpoint, we’ll also look at why we believe now is the time for interested investors to seek out exposure to quantum companies. 

Hosting the discussion we’ve Alastair Stewart, Head of Investments for Venture Capital, L&G. 

Joining the conversation we have: 

Alessandro Curioni - Vice President of IBM Europe and Africa and Director of the IBM Research Lab in Zurich, Switzerland. Alessandro is a world-leading expert on quantum computing and also part of L&G’s venture capital advisory board. 

John Morton – Founder and CTO, Quantum Motion. In addition to being the founder of multiple quantum start-ups, John is also a leading professor at University College London. 

Chloe Hall - Senior Investment Manager - Venture Capital, L&G. In addition to her work with L&G, Chloe has been a board-level representative in several growth-stage deep tech companies. 

For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future. 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 included information does not constitute a recommendation to buy or sell any security. 

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on upcoming central bank decisions, and explains why market returns, economic growth and sentiment don’t always run in parallel.

This podcast was recorded on 17 September 2025 and is hosted by Harry Brooks.

All data is sourced from LSEG as at 17 September 2025 unless otherwise stated.

Anyone who has spent time thinking about markets is likely to have heard at least a few time-honoured investing aphorisms.

But do they actually work?

In this episode, three experts discuss the findings from their recent whitepaper, which aimed to answer this question, separating the pearls of wisdom from the specious sayings. Our speakers are:

This podcast is hosted by Dee Campell, DC Content Manager, and was recorded on 8 September 2025.

To read the whitepaper, search for ‘L&G insights’, where you’ll find all our latest thought leadership. 

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the latest drama at the US Federal Reserve, political developments in France, and China’s equity market rally.

This podcast was recorded on 3 September 2025 and is hosted by Harry Brooks.

All data is sourced from LSEG as at 3 September 2025 unless otherwise stated.