LGIM Talks

About LGIM Talks

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.

Publisher

L&G

Category

business · business

Language

en

Explicit

No

First episode

3 Sept 2018

Latest episode

8 Oct 2026

Latest episodes

1 of 421 episodes have a transcript.

1. 

   8 Oct 2026

   424: Real assets roundup – what’s moving the needle?

   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. Neil brings a unique perspective, drawn from experience talking to private market investors of all stripes. The episode addresses real assets across the board, touching on areas such as digital infrastructure, operational real estate and clean power. This podcast is hosted by Nick Jardine, Content Manager for Private Markets at L&G. For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.

2. 

   2 Oct 2026

   423: The higher-for-longer reckoning

   Ben Bennett, Chief Investment Strategist for Asia, examines one of the market's biggest puzzles: why equity markets continue to shrug off rising bond yields, elevated oil prices and tightening financial conditions. Ben discusses what a surge in US Treasury yields above 5% could mean for investors, and whether markets are underestimating the risk of a renewed inflation shock. He also explores the growing competition for capital between governments and AI-related investment, the implications of record debt issuance, mounting fiscal pressures in Europe, and what a stronger US dollar may be signalling about the global economy. This podcast was hosted by Sarka Halas, content manager and was recorded on 30 September 2026. All data sourced from LSEG as of 30 September 2026, unless otherwise stated. For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Assumptions, opinions and estimates are for illustrative purposes only and are subject to change. There is no guarantee that any forecast or projection will be realised.

3. 

   24 Sept 2026

   422: AI: victors, vulnerabilities and value

   The AI investment story is evolving beyond today's market leaders. Economist Matthew Rodger and Portfolio Manager in our Active Equities team Ewan Bowerbank discuss whether open-weight models could change where value accrues, the growing importance of energy and infrastructure, and how geopolitics and regulation could shape AI's next phase. They explore what this means for investors, including the case for diversification across the AI ecosystem, managing valuation risk and identifying potential beneficiaries beyond technology. This podcast was recorded on 21 September 2026. All data is sourced from Bloomberg as of 21 September 2026 unless otherwise stated. For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. 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.

Inside a recent episode

70: Real assets: Urban logistics has made the industrial sector exciting again

Published 18 Sept 2019 · Transcript excerpt

[…] So as part of that shift, there is a whole new supply that has been created to deliver products to our doors. And that will mean that on a traditional model to get to, basically, a store, a product might go through two to three warehouses. To be delivered to our house, it might end up going through four to five warehouses and gradually smaller warehouses. So again, when we're talking the last mile, that is the most challenging element of logistics in terms of cost for operators. Why is last mile that distance from the final warehouse to my house, the most difficult for operators? Because of loss of efficiency, rather than going to one or ten stores within a region in one large HGV, you're breaking down into individual parcels to be delivered to ten addresses within a seven mile radius or whatever it may be. […]

Who has been a guest on LGIM Talks

Names identified in recent episode analyses. Showing up to five guests.

• Ben Bennett
• Bill Page
• Melissa Lockett
• Eric Adler
• Sonja Laud

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

4.6 / 5

9 ratings

Podcast Authority Score: 48 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

59

Social presence

0

YouTube

0

Engagement

92

Shows with a similar audience

• 

  Unhedged

• 

  Merryn Talks Money

• 

  The Personal Investor

• 

  AJ Bell Money & Markets

• 

  Investors' Chronicle

• 

  FT News Briefing

Questions about LGIM Talks