『L&G Talks Asset Management』のカバーアート

L&G Talks Asset Management

L&G Talks Asset Management

著者： L&G
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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.

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.





LGIM 個人ファイナンス 経済学
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  • 411: In the room: how investment decisions are made

    411: In the room: how investment decisions are made
    2026/06/04

    What really drives an investment decision and what happens before a trade ever reaches your portfolio?

    L&G’s Francis Chua, Fund Manager, and Chris Franklin, Investment Specialist in our Asset Allocation team take us behind the scenes to unpack what the decision-making process actually looks like in practice. The discussion moves beyond models and market headlines to explore how views are formed, challenged and, at times, left
    unresolved.

    From the first signal, whether new data, market dislocation or a divergence in views, through to scenario analysis and portfolio positioning, the conversation highlights a process shaped less by prediction and more by preparation.
    Along the way, the team examine how disagreement sharpens outcomes, how conviction is expressed through sizing, and why “no action” can still be a deliberate choice.
    They also unpack the role of external perspectives, the importance of structured debate, and how behavioural biases are identified and managed in real time.

    This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 19 May 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
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    22 分
  • 410: Keeping tabs on digital infrastructure

    410: Keeping tabs on digital infrastructure
    2026/05/28

    On this week’s episode of L&G Talks Asset Management, we sit down
    with Achal Arora, Managing Director of Digital Infrastructure
    Investments.

    With digital infrastructure increasingly being seen as critical to
    modern economies, Achal runs down some of the ongoing trends in the
    sector and how investors should understand present dynamics.

    Among topics discussed are the influence of artificial intelligence,
    reasons for a current focus on data centres and why clean power
    infrastructure and digital infrastructure are converging.

    This podcast was moderated by Nick Jardine, Content Manager and was
    recorded on 20 May, 2026.

    Assumptions, opinions and estimates are provided for illustrative
    purposes only. There is no guarantee that any forecast will come to
    pass.
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    18 分
  • 409: Systematic solutions: meet the team behind the strategies

    409: Systematic solutions: meet the team behind the strategies
    2026/05/21

    What is meant by the term ‘systematic solutions’? Why are they increasingly important for investors? And how is AI changing the way they are constructed?

    In this podcast we hear from three key members of L&G’s systematic solutions capability to discover the answers to these questions. Our speakers are:

    • Elena Cardella, Head of Index & ETFs Investment Specialists
    • Boyang Liu, Head of Systematic Solutions
    • Raj Shah, Senior Quant & Factor Strategist - Index Solutions.

    This podcast was recorded on 15 May 2026 and is hosted by Luka Lukic, Product Proposals Specialist.

    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.

    L&G AUM figures as at 31 December 2025. Excludes assets managed by associates (Pemberton, NTR, BTR). The AUM includes the value of securities and derivatives positions and may not total due to rounding.
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    29 分
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