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.
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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. 
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. 
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... 
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... 
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... 
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. 
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? 
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... 
Podcast: Can factor strategies be decarbonised?
Following the publication of a major new research paper, Raj Shah, a Senior Quant and Factor Strategist within our Index Solutions team, delves into the... 
Podcast: The art of the deal? US credit in 2025
Talking tariffs, turbulence and Trump Recommended content for you
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