rich 1.0 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. L&G Talks Asset Management https://audioboom.com/channels/4964652-l-g-talks-asset-management Audioboom https://audioboom.com 480 95 https://audioboom.com/i/43702457/600x600/c 600 600 <iframe width="100%" height="95" src="https://embeds.audioboom.com/posts/8917737/embed?v=202301" style="background-color: transparent; display: block; padding: 0; width: 100%" frameborder="0" allowtransparency="allowtransparency" scrolling="no" title="Audioboom player" allow="autoplay" sandbox="allow-downloads allow-forms allow-popups allow-same-origin allow-scripts allow-storage-access-by-user-activation allow-top-navigation-by-user-activation"></iframe>