L&G Talks Asset Management

By L&GBusiness Investing

L&G Talks Asset Management episodes

February 26 398: US tariffs, AI meltdown and JGBs – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the US Supreme Court’s ruling on tariffs, concerns around the future of software firms, and what’s behind the dip in long-term Japanese government bond yields.
This podcast was recorded on 24 February 2026 and is hosted by Harry Brooks.
All data is sourced from LSEG as at 23 February 2026 unless otherwise stated.
For professional investors only. Capital at risk.
23 min
February 19397: Endgame Insights: Putting theory into practice
In late 2024, we published our inaugural Endgame Insights report for DB schemes. With a new version around the corner, here’s a sneak preview of what’s new and how DB schemes are approaching the endgame options they have at their disposal.
Mat Webb, Head of Endgame Solutions, shares his thoughts on:
What’s different about L&G’s latest Endgame Insights report?
Key highlights from our recent DB scheme survey results
Is surplus extraction possible with any endgame option?
Can DB schemes help to address intergenerational fairness?
19 min
February 12 396: Mind the gap: Can CDC schemes resolve intergenerational unfairness?
Collective Defined Contribution (CDC) schemes are being described as the
next evolution in pensions, yet innovation often comes with challenges.
John Southall, Head of Strategic Research within our Asset Allocation team,
offers his perspective on some key issues, including:
· Who stands to gain and who carries the risk
· Key advantages and drawbacks of CDC
· How to think about intergenerational unfairness
· Unique challenges of retirement-only CDC
This podcast was recorded on February 10, 2026 and is hosted by Sarka
Halas, content manager.
For professional investors only. Capital at risk. Views expressed are of L&G
as at February 2026.
18 min
February 05395: Private markets – Carving a path
What do the next 12 months have in store for private markets? That’s
the question our panel aims to answer on this week’s podcast.
Discussion focused on what influenced private markets in 2025 and
what key themes we see emerging with 2026 already well under way. We
also looked at specific sectors in more detail, delving into real
estate, digital infrastructure and private credit.
On our panel:
Rob Martin, Global Head of Research and Investment Strategy
Bill Page, Head of Real Estate Research
Dr. James Tyrrell, Research Analyst
Lushan Sun, Head of Cross-Asset Research
This podcast was moderated by Nick Jardine, content manager at L&G,
and was recorded on 4 February, 2026.
All data from Cliffwater, Bloomberg, PMA and Preqin as of 2026,
unless otherwise stated.
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.
22 min
February 02 394: Dividend strategy: avoiding traps and tapping income potential
How important are dividends as a component of overall equity returns? Which countries offer the best prospects? And how can investors seek to avoid dividend traps?

Elisa Piscopiello, Senior Index and ETF Analyst, shares her answers to these questions and more as we delve into the details of dividend income strategy.

This podcast was recorded on 21 January 2026 and is hosted by Luka Lukic.

All data is sourced from LSEG as at 21 January 2026 unless otherwise stated. Dividend standard deviation versus MSCI World statement via Bloomberg data as at October 2025.
For professional investors only. Capital at risk. It should be noted that diversification is no guarantee against a loss in a declining market. Securities mentioned 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. Risk management cannot fully eliminate the risk of investment loss. Dividend yield is not guaranteed and can go down as well as up, and the investor’s returns may vary year-on-year. Past yields are not a guide to future issuances.
21 min
January 22 393: Greenland, Japanese bonds and a volatility playbook – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the market response to President Trump’s comments on Greenland, how investors can stay the course during periods of volatility, and what’s driving the rally in Asia.
This podcast was recorded on 20 January 2026 and is hosted by Harry Brooks.
All data is sourced from LSEG as at 19 January 2026 unless otherwise stated.
For professional investors only. Capital at risk. It should be noted that diversification is no guarantee against a loss in a declining market.
24 min
January 15 392: Seeking differentiated alpha in 2026 and beyond
In 2026, investors continue to face volatility and uncertainty. How can they seek to access differentiated alpha through targeting potential market dislocation?
In this podcast, Adil Mirza, Senior Fund Manager within our Global High Yield team, shares his views and process.
For professional investors only. Capital at risk.
14 min
January 08 391: Changing the status quo: Smarter investment strategies for DC
With pensions adequacy an increasingly critical issue for the industry, we examine how smarter DC investment strategies are more important than ever.
From private markets to hybrid default investment strategies and greater diversification, find out how DC investments are evolving to help unlock long-term growth for DC savers.
In this episode, Dee Campbell, DC Content Manager, is joined by L&G’s investment experts:
John Roe, Head of Multi-Asset Funds
Martin Dietz, Head of Diversified Strategies
Will Chan, Senior DC Strategies Manager
Important information
For professional investors only. Capital at risk. 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. This information does not constitute a recommendation to buy or sell any security. Past performance is not a guide to the future. The value of an investment and any income taken from it is not guaranteed and can go down as well as up, you may not get back the amount you originally invested.
It should be noted that diversification is no guarantee against a loss in a declining market. Risk management cannot fully eliminate the risk of investment loss. While L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.
The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing in this fund is available in the prospectus at. www.fundcentres.landg.com

Views expressed are of L&G as at December 2025.
24 min
December 18, 2025 390: In conversation with… Amelie Chowna
In this episode of L&G Talks, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives.
Amelie shares her career journey from business school in France to rising through the ranks at L&G and what her new job entails. The conversation also explores challenges and opportunities in fixed income investing, the case for unconstrained strategies, and interesting trends including blending private and public credit.
For professional investors only. Capital at risk.
25 min
December 11, 2025389: Our 2026 investment outlook – the CIO call
This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. Topics covered include:
AI-driven capital expenditure and rising government borrowing
What may need to happen to justify investor bullishness on AI
Concentration risk in US and global equity markets
Non-consensus market views for next year and beyond

You can read the foreword and access the entire report here, on our blog. During the episode, Sonja Laud, our global CIO, is joined by:
Christopher Jeffery, Head of Macro Strategy
Colin Reedie, Head of Active Strategies
David Barron, Global Head of Index and ETFs
Robin Martin, Global Head of Investment Strategy & Research, Private Markets

Our panel also share what they are planning to read, watch and listen to over the holidays.
The podcast was recorded on 9 December and was moderated by Max Julius, Head of Content.

For professional investors only. Capital at risk.
42 min

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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.