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.
From cell to system: the crucial role of the battery value chain
The outlook for battery markets isn’t just about EVs anymore. We explore how the battery value chain plugs into structural changes in global power markets. 
Digital infrastructure: Rising demand, rising complexity
Risks within the digital infrastructure sector are materialising and evolving. Navigating the environment increasingly requires conviction and specialist expertise. 
Euro credit: AI’s next frontier
As hyperscaler debt moves into euros, what are the potential opportunities and risks for euro credit investors? 
Podcast: DC Close Up – the default lens
In the latest episode of DC Close Up for L&G Talks Asset Management, we look at Defined Contribution (DC) pensions through the default lens. From... 
Investment opportunities: Infrastructure
Built different? Finding the right infrastructure asset for your portfolio 
Geopolitics, AI and electrification: three forces driving clean energy growth
Renewables should be set to benefit from a range of tailwinds, from today’s focus on energy sovereignty to a long-term shift towards electrification. 
From AI transmission risk to real-world stress: six months on
Six months ago, I mapped how stress could travel from an AI capex boom into equity, credit and rates markets if optimism faded. Was I... 
AI in EMD: Productivity to power and politics
AI capabilities are playing an even greater role in global economic competitiveness and geopolitical influence 
Why Aesop’s fable ‘The Hare and The Tortoise’ still matters for investors approaching withdrawal
Gradually reducing risk is often seen as the safest approach for investors nearing withdrawals. But our modelling suggests a steady allocation may offer a more... 
Emerging market debt: resilience in a fragmenting world
Recent market behaviour suggests emerging market debt (EMD) has entered a new phase – one defined not by fragility, but by structural resilience. 
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