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L&G Talks Asset Management

L&G
Private Markets
Artificial Intelligence
Inflation
Interest Rates
Real Estate
Decarbonization
Investment Strategies
Federal Reserve
Private Credit
Asset Management
Fixed Income
China
US Dollar
US Economy
Infrastructure
Donald Trump
Digital Infrastructure
Demographics
Affordable Housing
Data Centers

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 mark... more

PublishesWeeklyEpisodes424Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for L&G Talks Asset Management

Latest Episodes

In this episode of DC Close Up for L&G Talks Asset Management, Lesley-Ann Morgan, Global Head of DC, is joined by Micah Smith, Head of Retirement Innovation at L&G, and Paul Waters, Partner and Head of DC Markets at Hymans Robertson, to explore the g... more

France has moved back to the centre of investors' attention. Concerns over the

country's fiscal outlook, rising debt burden and increasingly fragmented political

landscape have prompted markets to demand a higher premium for holding French

assets, pu... more

YouTube

Our Head of Delegated Solutions, Tim Dougall, offers his insights into what’s driving increased interest in fiduciary management and OCIO among UK pension schemes.

In this episode we discuss:

* What OCIO and fiduciary management services cover an... more

YouTube

This week’s episode takes a broad look at real assets. We assess how investors are looking at this sector and how the macro-economic backdrop may be impacting their thinking.

Joining the podcast is Neil Meikle, Head of Private Markets Distribution. ... more

YouTube

Key Facts

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Recent Guests

Tim Dougall
Head of Delegated Solutions at L&G
L&G
Episode: 425: What do the terms OCIO and fiduciary management actually mean?
Neil Meikle
Head of Private Markets Distribution at L&G
Legal & General
Episode: 424: Real assets roundup – what’s moving the needle?
Matthew Rodger
Economist
Legal & General Investment Management (L&G)
Episode: 422: AI: victors, vulnerabilities and value
Ewan Bowerbank
Portfolio Manager
Legal & General Investment Management (L&G)
Episode: 422: AI: victors, vulnerabilities and value
James Giblin
Fund manager overseeing the Model Portfolio Service Proquisition
Legal & General Investment Management (LGIM)
Episode: 420: What separates a good managed portfolio service from a great one?
Dorian Squires
Investment Director at Apollo Investment Management
Apollo Investment Management
Episode: 420: What separates a good managed portfolio service from a great one?
Ben Bennett
Chief Investment Strategist, Asia
L&G Asset Management
Episode: 419: What’s behind the global bond selloff? Market Talk
Ian Hutchinson
Head of Global Bond Strategies
Legal & General Investment Management
Episode: 418: The new rules of global credit: finding an edge in a fragmented world
Radha Mathur
Fixed Income Investment Specialist
Legal & General Investment Management
Episode: 418: The new rules of global credit: finding an edge in a fragmented world

Hosts

Harry Brooks
Host of L&G Talks Asset Management; involved in cross-asset market discussions
Nick Jardine
Content Manager at L&G; appears as host for some episodes
Sarka Halas
Host of the episode; content management and podcast host

Reviews

4.9 out of 5 stars from 95 ratings
  • educational

    great for keeping updated with the financial markets. thanks!

    Apple Podcasts
    5
    Cindy YA
    United Kingdoma year ago
  • Let down by disclaimers

    It’s ok but the bit at the end about not being able to photocopy the podcast really annoys me

    Apple Podcasts
    3
    Shaunshaunshahnnn
    United Kingdom4 years ago
  • Entertaining, insightful and actionable! 🙌

    Whether you’re well established as someone innovating in the world of banking and finance, or just getting started building your long-term investment strategy - this is a must-listen podcast for you! Mark and the entire LGIM team do an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of successfully navigating an ever changing global financial landscape - from leaders who’ve actually walked the path. Highly recommend listening and subscribing!

    Apple Podcasts
    5
    JoshCrist
    United States6 years ago
  • Great Podcast

    Very informative podcast and well delivered.

    Apple Podcasts
    5
    Coolkid29
    United Kingdom7 years ago
  • In conversation with: Colette Comerford

    Amazing range of points covered here, thank you!

    Apple Podcasts
    5
    Rag1973
    United Kingdom7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Thoughtful leadership and governance perspectives add depth to discussions.
Consistently informative; great for staying updated on AI and private markets themes.
Engaging conversations that cover a broad spectrum from macro to micro-level strategies.
Clear, insightful market context and actionable investment ideas.
High-quality guests and practical frameworks for real-world investing.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#149
Taiwan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

425: What do the terms OCIO and fiduciary management actually mean?
Q: What might institutional investors look for when they're selecting a potential fiduciary management or OCIO partner?
Dougall recommends assessing whether a provider understands the investor's objectives, has clear governance arrangements, and can manage the total portfolio. He also highlights cash-flow-driven investment and bond expertise, open architecture, implementation and operational capacity, experienced teams, technology and AI, transparency, and adaptability.
425: What do the terms OCIO and fiduciary management actually mean?
Q: How would you say that the UK fiduciary management and OCIO markets have evolved in recent years? And what does the terminology mean today for clients?
OCIO and fiduciary management broadly describe outsourcing some investment functions to a provider. OCIO is more common globally and among charities and endowments, while fiduciary management is associated more with UK defined benefit schemes. The market has grown as institutional portfolios and client needs have become more complex.
423: The higher-for-longer reckoning
Q: If higher yields aren't a temporary phenomenon, do investors need to reset their expectations for bond and fixed income returns?
Yes. The guests suggest adopting a more active stance with shorter duration, greater trading of government bonds, and re-evaluating risk premiums, as high and volatile yields change the traditional role of bonds in multi-asset portfolios.
421: A new era for rates and bonds? Market Talk
Q: What is the immediate takeaway for investors in light of potential 50 basis point moves or more modest hikes?
Markets have already priced in some hiking expectations, with a crucial distinction between the Fed setting short-term rates and the Treasury shaping the curve; the key is data flow (especially PCE) and how credibility and currency movements respond to policy signals, which could keep volatility elevated but not derail equity risk appetite if inflation trends stabilize.
421: A new era for rates and bonds? Market Talk
Q: Ben, what could an interest rate rise actually mean for US stocks?
Higher rates may temper equity strength by tightening financial conditions, but the impact also depends on inflation dynamics and how AI-driven earnings, employment, and growth interact with policy; the Fed aims to balance unemployment and inflation, so stocks could remain supported if inflation cools and the economy remains resilient.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About L&G Talks Asset Management

What is L&G Talks Asset Management about and what kind of topics does it cover?

The show targets investment professionals seeking practical perspectives on global markets, asset allocation, and portfolio construction. Across episodes, listeners get insights on macro drivers (rates, inflation, geopolitics), cross-asset themes (equities, credit, private markets, real assets), and evolving investment approaches (AI-driven themes, platform investing, and data center infrastructure). Guests tend to be senior practitioners and subject-matter experts from major asset managers, with a strong focus on real-world implications for institutional portfolios, risk management, and long-horizon strategies. A notable strength is the blend of market commentary with actionable framework-building, governance, and leadership discussions, m... more

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Which podcasts are similar to L&G Talks Asset Management?

These podcasts share a similar audience with L&G Talks Asset Management:

1. On The Money
2. AJ Bell Money & Markets
3. Investors' Chronicle
4. The 59th Minute FPL Podcast
5. MoneyWeek Talks

How many episodes of L&G Talks Asset Management are there?

L&G Talks Asset Management launched 8 years ago and published 424 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on L&G Talks Asset Management?

Recent guests on L&G Talks Asset Management include:

1. Tim Dougall
2. Neil Meikle
3. Matthew Rodger
4. Ewan Bowerbank
5. James Giblin
6. Dorian Squires
7. Ben Bennett
8. Ian Hutchinson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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