L&G Talks Asset Management
Een podcast door L&G - Donderdagen
358 Afleveringen
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362: Where next for US assets? Market Talk
Gepubliceerd: 24-4-2025 -
361: The art of the deal? US credit in 2025
Gepubliceerd: 17-4-2025 -
360: Retirement realities
Gepubliceerd: 3-4-2025 -
359: Where next for markets after a turbulent Q1?
Gepubliceerd: 28-3-2025 -
358: Water, AI and data centres
Gepubliceerd: 20-3-2025 -
357: Investing in the UK: Real estate and beyond
Gepubliceerd: 6-3-2025 -
356: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
Gepubliceerd: 27-2-2025 -
355: A long-term view on EMD
Gepubliceerd: 20-2-2025 -
354: US tariffs, BoE cut and European equity rally – Market Talk
Gepubliceerd: 13-2-2025 -
353: The View from the Top: A long-term look at private markets
Gepubliceerd: 11-2-2025 -
352: Should investors hedge forex risk?
Gepubliceerd: 30-1-2025 -
351: 2024 reflections and 2025 preparations – the CIO call
Gepubliceerd: 23-1-2025 -
350: What’s going on in government bonds? Market Talk
Gepubliceerd: 16-1-2025 -
349: In conversation with... Natasha Mora, Managing Director LGIM Asia
Gepubliceerd: 9-1-2025 -
348: Private markets in 2025: Digital infrastructure, affordable housing and university spinouts
Gepubliceerd: 19-12-2024 -
347: Political drama, interest rates and fallible forecasts – Market Talk
Gepubliceerd: 12-12-2024 -
346: 2025 outlook: US exceptionalism, political risk and non-consensus views
Gepubliceerd: 5-12-2024 -
345: Maths, markets and misconceptions
Gepubliceerd: 28-11-2024 -
344: Dollar dominance deconstructed – Market Talk
Gepubliceerd: 21-11-2024 -
343: COP16 – outcomes, opportunities and observations
Gepubliceerd: 15-11-2024
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.
