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L&G Talks Asset Management

L&G Talks Asset Management

By: 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.





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Episodes
  • 406: All eyes on Affordable Housing

    406: All eyes on Affordable Housing
    Apr 23 2026

    L&G’s Affordable Housing platform is a demonstration of how investing in real assets has the potential to make a real difference.

    Aside from offering a potentially compelling opportunity for institutional investors, the provision of these homes addresses a critical societal need. In our latest podcast, we turn our attention to this space, while also noting some exciting recent developments around L&G’s efforts in Affordable Housing.

    Joining us on the podcast this week we have:

    • Ali Farrell, Head of Impact Strategies for Real Estate, L&G
    • Shaun Holdcroft, Head of Affordable Homes, L&G

    This podcast is moderated by Nick Jardine, Content Manager at L&G.

    All data is from the UK’s Ministry of Housing, Communities and Local Government as of March 2025.

    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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    19 mins
  • 404: Behaviour, data and technology: the DC outcomes equation

    404: Behaviour, data and technology: the DC outcomes equation
    Apr 16 2026

    This episode explores how the DC industry – and L&G – can move from member engagement to action, at a time when new research* indicates that 41% of working people aged 25 to 55 are not on track for the retirement income they’ll need.

    DC Close Up host Lesley‑Ann Morgan, Global Head of DC in our Asset Management business, is joined by Jenny Hazan, Director of Customer Strategy and Engagement at L&G. Together, they discuss why the biggest challenge in DC pensions is not participation but adequacy – and why information alone rarely changes behaviour.

    Drawing on examples spanning compound growth, behavioural biases and artificial intelligence (AI), this episode considers how behavioural science, data and technology must work together to support better member outcomes.

    This podcast was recorded on 31 March 2026. All information and views from L&G as at date of recording.

    *Decades Ahead research launched by L&G and research partner Public First on the 18 March 2026.
    https://group.legalandgeneral.com/en/about-us/our-purpose/safeguarding-financial-futures/decades-ahead

    For professional investors only. Capital at risk.

    Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass.

    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.

    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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    23 mins
  • 403: The case for dynamic duration management in credit portfolios

    403: The case for dynamic duration management in credit portfolios
    Apr 9 2026
    In this episode, Amelie Chowna, Head of Fixed Income Strategic Initiatives and Alex Mack, Head of Inflation and Rates explore the role of duration in fixed income portfolios and ask if it is a consistently reliable hedging tool.
    They also discuss why they believe it is important to manage duration dynamically in unconstrained bond portfolios across varying market conditions.
    This episode was recorded on 24 March 2026.
    All data from L&G and/or Bloomberg as at 31 December 2025.
    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.
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    19 mins
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