Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

CIO Office

L&G Talks
Markets and economics

Podcast: a profound shift for markets

This special episode of the CIO call marks the publication of our midyear global outlook.
L&G’s Asset Management business
By  L&G’s Asset Management business
04 Jul 2025
1 min read
MYO-H2-2025 cover
Markets and economics

Midyear global outlook: Gravity defied – for now

Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist.
Sonja LaudBill Hughes
By  Sonja Laud, Bill Hughes
03 Jul 2025
3 min read
L&G Talks
Markets and economics

Podcast: 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.
L&G’s Asset Management business
By  L&G’s Asset Management business
26 Jun 2025
1 min read
L&G Talks
Investment strategy

Podcast: 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.
L&G’s Asset Management business
By  L&G’s Asset Management business
19 Jun 2025
1 min read
L&G Talks
Investment strategy

Podcast: 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...
L&G’s Asset Management business
By  L&G’s Asset Management business
13 Jun 2025
1 min read
L&G Talks
Investment strategy

Podcast: 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...
L&G’s Asset Management business
By  L&G’s Asset Management business
09 Jun 2025
1 min read
L&G Talks
Investment strategy

Podcast: What does the term ‘money market fund’ actually mean?

What is a money market fund? Why do investors use them? And how might the path of interest rates, technological change and regulation affect the...
L&G’s Asset Management business
By  L&G’s Asset Management business
29 May 2025
1 min read
L&G Talks
Markets and economics

Podcast: US tariffs, the Hong Kong dollar and UK inflation – Market Talk

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal.
L&G’s Asset Management business
By  L&G’s Asset Management business
22 May 2025
1 min read
L&G_TalksAM
ESG and long-term themes

Podcast: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond

2025’s macro turbulence has been well documented, but is there opportunity among the uncertainty?
L&G’s Asset Management business
By  L&G’s Asset Management business
21 May 2025
1 min read
L&G Talks
Markets and economics

Podcast: What’s driving the recovery? Market Talk

Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible...
L&G’s Asset Management business
By  L&G’s Asset Management business
08 May 2025
1 min read

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