L&G Talks Asset Management

391 Episoden

395: Private markets – Carving a path
05.2.2026 | 21 Min.
What do the next 12 months have in store for private markets? That’s
the question our panel aims to answer on this week’s podcast.
Discussion focused on what influenced private markets in 2025 and
what key themes we see emerging with 2026 already well under way. We
also looked at specific sectors in more detail, delving into real
estate, digital infrastructure and private credit.
On our panel:

Rob Martin, Global Head of Research and Investment Strategy

Bill Page, Head of Real Estate Research

Dr. James Tyrrell, Research Analyst

Lushan Sun, Head of Cross-Asset Research

This podcast was moderated by Nick Jardine, content manager at L&G,
and was recorded on 4 February, 2026.
All data from Cliffwater, Bloomberg, PMA and Preqin as of 2026,
unless otherwise stated.
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.
394: Dividend strategy: avoiding traps and tapping income potential
02.2.2026 | 20 Min.
How important are dividends as a component of overall equity returns? Which countries offer the best prospects? And how can investors seek to avoid dividend traps?

Elisa Piscopiello, Senior Index and ETF Analyst, shares her answers to these questions and more as we delve into the details of dividend income strategy.

This podcast was recorded on 21 January 2026 and is hosted by Luka Lukic.

All data is sourced from LSEG as at 21 January 2026 unless otherwise stated. Dividend standard deviation versus MSCI World statement via Bloomberg data as at October 2025.
For professional investors only. Capital at risk. It should be noted that diversification is no guarantee against a loss in a declining market. Securities mentioned 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. Risk management cannot fully eliminate the risk of investment loss. Dividend yield is not guaranteed and can go down as well as up, and the investor’s returns may vary year-on-year. Past yields are not a guide to future issuances.
393: Greenland, Japanese bonds and a volatility playbook – Market Talk
22.1.2026 | 23 Min.
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the market response to President Trump’s comments on Greenland, how investors can stay the course during periods of volatility, and what’s driving the rally in Asia.

This podcast was recorded on 20 January 2026 and is hosted by Harry Brooks.

All data is sourced from LSEG as at 19 January 2026 unless otherwise stated.

For professional investors only. Capital at risk. It should be noted that diversification is no guarantee against a loss in a declining market.
392: Seeking differentiated alpha in 2026 and beyond
15.1.2026 | 13 Min.
In 2026, investors continue to face volatility and uncertainty. How can they seek to access differentiated alpha through targeting potential market dislocation?

In this podcast, Adil Mirza, Senior Fund Manager within our Global High Yield team, shares his views and process.

For professional investors only. Capital at risk.
391: Changing the status quo: Smarter investment strategies for DC
08.1.2026 | 23 Min.
With pensions adequacy an increasingly critical issue for the industry, we examine how smarter DC investment strategies are more important than ever.

From private markets to hybrid default investment strategies and greater diversification, find out how DC investments are evolving to help unlock long-term growth for DC savers.

In this episode, Dee Campbell, DC Content Manager, is joined by L&G’s investment experts:

John Roe, Head of Multi-Asset Funds
Martin Dietz, Head of Diversified Strategies
Will Chan, Senior DC Strategies Manager

Important information
For professional investors only. Capital at risk. 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. This information does not constitute a recommendation to buy or sell any security. Past performance is not a guide to the future. The value of an investment and any income taken from it is not guaranteed and can go down as well as up, you may not get back the amount you originally invested.

It should be noted that diversification is no guarantee against a loss in a declining market. Risk management cannot fully eliminate the risk of investment loss. While L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.

The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing in this fund is available in the prospectus at. www.fundcentres.landg.com

Views expressed are of L&G as at December 2025.

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Über L&G Talks Asset Management

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.

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