LGIM Talks Podcast
1) 376: Government debt and the uncertainty premium – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the latest drama at the US Federal Reserve, political developments in France, and China’s equity market rally. This podcast was ...Show More
2) 375: Interest rate expectations, US data revision and AI earnings – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the steepening of the yield curve, the collision of politics and economic data, and bumper earnings from the US tech giants. Thi...Show More
3) 374: UK universities: A nexus for private market investment
On this week’s L&G Talks Asset Management, we cover how UK universities are creating a nexus for Private Markets investment. Our recent research covered this subject, and discussion focused on some of...Show More
4) 373: Where next for AI stocks? Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on early signs that tariffs are having an impact on US inflation, volatility in Japanese government bonds and what’s driving AI stoc...Show More
5) 372: In conversation with... Eric Adler, CEO, Asset Management
In this special and wide-ranging episode, Eric reflects on his journey through the asset management industry and the personal values that informed his decision to join L&G. "Humility is key - and I ...Show More
6) 371: Our midyear global outlook – the CIO call
We recorded this special episode to mark the publication of our midyear global outlook, which offers key views across public and private markets after a particularly eventful first six months of 2025....Show More
7) 370: Middle East conflict, inflation and interest rates – Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the market impact of the Middle East conflict. Also on the agenda is possible rates divergence between the US and Europe, the shor...Show More
8) 369: How to tackle equity market concentration risk
With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it. Our speakers are Aude Martin, Head of Pooled Index Investment Specialist...Show More
9) 370: Unpacking unconstrained strategies
What does it mean when we say an active fixed income strategy is “unconstrained”? What difference does it make when a fund is not tied to a benchmark? And what is it about the present moment that coul...Show More
10) 368: As above, so below: The case for crossover private credit
This week, we tackle part of the private credit universe that doesn’t often get much airtime. That’s ‘crossover credit’ – or in other words, the part of the market that sits between investment-grade a...Show More