『L&G Talks Asset Management』のカバーアート

L&G Talks Asset Management

L&G Talks Asset Management

著者： L&G
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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.





LGIM 個人ファイナンス 経済学
エピソード
  • 403: The case for dynamic duration management in credit portfolios

    403: The case for dynamic duration management in credit portfolios
    2026/04/09
    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 分
  • 402: Prepare don’t predict: Tackling geopolitical uncertainty

    402: Prepare don’t predict: Tackling geopolitical uncertainty
    2026/03/26
    We can’t predict how geopolitical events unfold, but how do investors adapt to market stress and maintain portfolios that remain robust regardless of the headlines?
    L&G’s Chris Jeffery, Co-Head of Asset Allocation and Head of Macro; Aimee Bowkett, Fund Manager; and Chris Teschmacher, Fund Manager and Head of AA Investments Specialists discuss:
    • Why uncertainty feels so acute and why the data tell a different story
    • How ‘reckless prudence’ means being too cautious could be a genuine risk
    • Regret, diversification and the cost of being prepared
    For more insight into the team’s prepare don’t predict philosophy, read their playbook for geopolitical risk management and why uncertainty isn’t the enemy. Please see the links below.
    Playbook for geopolitical risk management - https://blog.landg.com/categories/investment-strategy/prepare-dont-predict-prepare-dont-predict-a-timeless-playbook-for-geopolitical-risk-management/

    Why uncertainty isn’t the enemy – https://blog.landg.com/categories/investment-strategy/prepare-dont-predict-why-uncertainty-isnt-the-enemy/

    This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 16 March 2026.


    For professional investors only. Capital at risk. Risk management cannot fully eliminate the risk of investment loss. It should be noted that diversification is no guarantee against a loss in a declining market.
    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.
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    30 分
  • 401: Middle East update – market impacts and outlook

    401: Middle East update – market impacts and outlook
    2026/03/20
    This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict in the Middle East.
    Alongside human and political consequences, the conflict in the Middle East continues to impact markets. In this webinar, we shared our reflections on market conditions and managing risk in this environment.
    Among other topics, our speakers covered:
    • The magnitude of market moves so far
    • How elevated inflation expectations are affecting the path of interest rates
    • What a higher oil price means for emerging market debt
    • Why recent moves in gilt yields are very different from those we saw in 2022

    Our speakers were: Chris Jeffery, Co-Head of Asset Allocation and Head of Macro; Ben Bennett, Chief Investment Strategist for Asia; and Raza Agha, Head of Emerging Market Sovereign Strategy.
    The webinar was moderated by Lara Edmonstone-West, Head of Solutions Distribution.
    For professional investors only. Capital at risk. Risk management cannot fully eliminate the risk of investment loss. It should be noted that diversification is no guarantee against a loss in a declining market.
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    33 分
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