『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
無料で聴く

概要

 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
エピソード
  • 399: Middle East conflict: implications for investors

    399: Middle East conflict: implications for investors
    2026/03/06
    This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent escalation in the Middle East.
    Alongside its profound human and political consequences, the conflict has prompted significant market moves. Among other topics, our speakers covered:
    • How the duration of energy market disruption could be pivotal to the investment outlook
    • The potential implications for inflation and central bank policy of higher energy prices
    • Why government bond yields have moved higher and credit spreads are largely tighter
    • The market backdrop in which the conflict has unfolded, including AI-related concerns
    • Signals that might prompt us to make material changes to portfolio positioning

    Our speakers were Jason Shoup, Global Co-Head of Fixed Income and CIO, L&G – Asset Management, America; Colin Reedie, Head of Active Strategies; and Chris Jeffery, Co-Head of Asset Allocation and Head of Macro.
    The webinar was moderated by Laura Brown, Head of Public Markets Distribution.
    For professional investors only. Capital at risk.
    続きを読む 一部表示
    35 分
  • 398: US tariffs, AI meltdown and JGBs – Market Talk

    398: US tariffs, AI meltdown and JGBs – Market Talk
    2026/02/26
    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.
    続きを読む 一部表示
    23 分
  • 397: Endgame Insights: Putting theory into practice

    397: Endgame Insights: Putting theory into practice
    2026/02/19
    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?
    続きを読む 一部表示
    18 分
まだレビューはありません