Show Notes
This special episode marks the publication of our midyear global outlook, which takes stock of the extraordinary first half of 2026 for investors – and offers insights as to what may follow. Topics covered include:
• The interplay between AI acceleration and geopolitical fragmentation • What a raft of blockbuster IPOs mean for index investors • How AI is fundamentally reshaping dynamics across industries • The outlook for private credit During the episode, Emiel van den Heiligenberg, our global CIO, is joined by:
• David Barron, Global Head of Index and ETFs • Stuart Hitchcock, Head of Portfolio Management, Private Credit • Colin Reedie, Head of Active Strategies • Jason Shoup, Co-head of Fixed Income and CIO, L&G – Asset Management, America
Our panel also share what they are planning to read and watch over the summer.
The podcast was recorded on 9 June and was moderated by Max Julius, Head of Content.
For professional investors only. Capital at risk.
More from L&G Talks Asset Management
In this episode of DC Close Up for L&G Talks Asset Management, Lesley-Ann Morgan, Global Head of DC, is joined by Micah Smith, Head of Retirement Innovation at L&G, and Paul Waters, Partner and Head of DC Markets at Hymans Robertson, to explore the growing focus on retirement income.
France has moved back to the centre of investors' attention. Concerns over the country's fiscal outlook, rising debt burden and increasingly fragmented political landscape have prompted markets to demand a higher premium for holding French assets, pushing the spread between French and German government bonds to levels not seen since the eurozone sovereign debt crisis.
Our Head of Delegated Solutions, Tim Dougall, offers his insights into what’s driving increased interest in fiduciary management and OCIO among UK pension schemes.
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.
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.