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  • 390: In Conversation with… Amelie Chowna

    390: In Conversation with… Amelie Chowna
    2025/12/18
    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.
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    24 分
  • 389: Our 2026 investment outlook – the CIO call

    389: Our 2026 investment outlook – the CIO call
    2025/12/11
    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.
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    42 分
  • 388: Private credit perspectives from Blackstone and L&G

    388: Private credit perspectives from Blackstone and L&G
    2025/12/04
    In this special episode, we discuss our partnership with Blackstone, the world’s largest alternative asset manager. We also offer an overview of private credit and look at the role the asset class could play alongside public credit within investor portfolios.

    Our speakers are Jo McCaffrey, Chief Strategy and Product Officer, Asset Management, L&G; and Brad Marshall, Global Head of Private Credit Strategies at Blackstone.

    Other topics covered include:

    · The reasons behind the rapid growth of private credit
    · Key investor considerations around the asset class, in particular for the UK Wealth market
    · Blackstone’s approach to underwriting investments to mitigate risk

    The podcast was recorded on 30 October and was moderated by Max Julius, Head of Content, Asset Management, L&G.

    Source for comments on private credit's history of strong performance: "Leveraged Loans” as represented by Morningstar LSTA U.S. Leveraged Loan Index. “Private Credit” as represented by Cliffwater Direct Lending Indexfrom September 30, 2005 through June 30, 2025, which is latest publicly available data. Total return reflects the sum of annualised income return, annualised realised gain / loss and annualised unrealized gain / loss during the period.


    For professional investors only. Capital at risk.
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    31 分
  • 387: Europe’s energy transition: An opportunity among the challenges

    387: Europe’s energy transition: An opportunity among the challenges
    2025/12/01
    Europe’s emissions reduction goals are ambitious, with the continent
    providing a continually supportive regulatory backdrop to spur a
    transition to clean power.

    In this episode of L&G Talks Asset Management, we’re joined by
    Rosheen McGuckian, CEO of NTR. We discuss the investments needed to
    facilitate Europe’s transition and the pace of change required. While
    challenges persist, we also address why it may be an opportunity for
    investors.

    This podcast was recorded on 21 November and is hosted by Nick
    Jardine, Content Manager for L&G’s Private Markets platform.

    You can listen on: Apple Podcasts, Audioboom and Spotify.

    All data points are from BNEF, McKinsey and NTR, unless otherwise
    stated.
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    22 分
  • 386: UK Budget – implications for investors

    386: UK Budget – implications for investors
    2025/11/27
    Listen to our in-house investment professionals share their thoughts on the Budget.
    It’s difficult to remember a time when a UK Budget was more nervously anticipated, with UK public finances in a tight spot given elevated debt repayment costs and rising levels of ringfenced spending.
    In this podcast, hosted by Laura Brown, Head of Public Markets Distribution, we hear from James Carrick, Senior Economist, on what the Budget could mean for the UK economy and from Joseph England, Senior Portfolio Manager, on what it could mean for UK gilt markets.
    This podcast was recorded on 27 November 2025.
    For professional investors only. Capital at risk.
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    14 分
  • 385: Are we in an AI boom or bubble?

    385: Are we in an AI boom or bubble?
    2025/11/13
    A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors.

    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

    All data sourced from Bloomberg as at 7 November unless otherwise stated.
    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. It should be noted that diversification is no guarantee against a loss in a declining market.
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    48 分
  • 384: Buyout 2.0: Back to basics

    384: Buyout 2.0: Back to basics
    2025/10/30
    Our Head of Solutions Distribution joins the podcast to share our latest endgame thinking for DB schemes.
    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.
    For professional investors only. Capital at risk.
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    13 分
  • 383: Are growth strategies anti-value?

    383: Are growth strategies anti-value?
    2025/10/23
    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.
    For professional investors only. Capital at risk. It should be noted that diversification is no guarantee against a loss in a declining market.
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    11 分