『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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  • 366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk

    366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk
    2025/05/22
    Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal. Also up for discussion are the rapid repricing of the Hong Kong dollar and what April’s inflation surprise in the UK means for the path of interest rates.

    All data is sourced from LSEG as at 21 May 2025 unless otherwise stated.

    For professional investors only. Capital at risk.
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    22 分
  • 365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond

    365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond
    2025/05/21
    2025’s macro turbulence has been well documented; but is there opportunity among the uncertainty?

    As we approach the year’s halfway point, we look at what the economic environment means for private markets, looking at where we stand now and what may lie ahead in the medium term.

    We’re joined by Rob Martin, Head of Investment Strategy and Research for L&G’s Private Markets platform, and Lushan Sun, Head of CrossAsset Research. Asking the questions and hosting is Nick Jardine, Content Manager for L&G’s Private Markets Platform.

    This podcast was recorded on 16 May 2025.

    Sources:

    L&G, as of May 2025

    MSCI, as of May 2025

    Mckinsey & Co, as of January 2023

    Preqin, as of May 2025

    For professional investors only. Capital at risk.

    For illustrative purposes only. Views expressed are of L&G as at 15 April 2025. The information in this podcast is for information purposes only and we are not soliciting any action based on it. It is not a recommendation to buy or sell securities or pursue a particular investment strategy. It is not investment, legal, regulatory or tax advice.
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    21 分
  • 364: What’s driving the recovery? Market Talk

    364: What’s driving the recovery? Market Talk
    2025/05/07
    Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible tariffs on non-US films could have ramifications far beyond Hollywood.

    All data is sourced from LSEG as at 6 May 2025 unless otherwise stated.

    Taiwan dollar move source: Taiwan dollar's record rally is a trade-war tremor | Reuters

    For professional investors only. Capital at risk. 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.
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    24 分

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