L&G Talks Asset Management

394: Dividend strategy: avoiding traps and tapping income potential

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

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.Once those edits have been made, @Penson, Anthony will kindly review this ahead of publication tomorrow morning.

392: Seeking differentiated alpha in 2026 and beyond

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

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 FundsMartin Dietz, Head of Diversified StrategiesWill Chan, Senior DC Strategies Manager Important informationFor 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.

390: In conversation with… Amelie Chowna

In this episode of L&G Talks, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives. Amelie shares her career journey from business school in France to rising through the ranks at L&G and what her new job entails. The conversation also explores challenges and opportunities in fixed income investing, the case for unconstrained strategies, and interesting trends including blending private and public credit. For professional investors only. Capital at risk.