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.

ai trust
Investment strategy

Between trust and scepticism: the AI chronicles

Whether you think the AI boom has only just begun or it’s a bubble that could burst at any moment, there are investment solutions that...
Aude Martin
By  Aude Martin
02 Dec 2025
3 min read
card stamp
Equities

Am I on your Christmas card list?

Consumer preferences on sending cards are shifting – we discuss the effect this is having on card retailers.
Camilla AylingMatthew Cooke
By  Camilla Ayling, Matthew Cooke
01 Dec 2025
L&G_TalksAM
ESG and long-term themes

Podcast: Europe’s energy transition – an opportunity among the challenges

Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean power.
L&G’s Asset Management business
By  L&G’s Asset Management business
01 Dec 2025
1 min read
780-x-467-office-and-window.jpg
ESG and long-term themes

Our voting intentions for 2025

Our voting intentions for the following shareholder meetings: Rio Tinto, Canadian banks, BP and Equinor ASA.
Investment Stewardship team
By  Investment Stewardship team
01 Dec 2025
3 min read
L&G Talks
Markets and economics

Podcast: UK Budget – implications for investors

Listen to our in-house investment professionals share their thoughts on the Budget.
L&G’s Asset Management business
By  L&G’s Asset Management business
27 Nov 2025
back lash
ESG and long-term themes

Beyond the backlash

Despite the noise, many asset owners are doubling down on sustainability. Companies and investors should get ready for increased momentum, not less.
Will Glevey
By  Will Glevey
27 Nov 2025
3 min read
Operational real estate
Investment strategy

How can platform investing be deployed to meet wider portfolio objectives?

In our first blog on operational real estate, we looked at how growth equity investing can be applied to this asset class. In our second...
Robin MartinBill Page
By  Robin Martin, Bill Page
26 Nov 2025
2 min read
boom bust
Markets and economics

Boom or bust?

We offer an outside view on the AI bubble debate
Christopher Jeffery
By  Christopher Jeffery
25 Nov 2025
5 min read
Engine AI
Markets and economics

Engines of intelligence: Building silicon cathedrals

Physical infrastructure is driving the AI buildout. That is having macro implications, for better and worse.
Matthew Rodger
By  Matthew Rodger
24 Nov 2025
4 min read
divi past
Investment strategy

A bird in the hand: why dividends matter

Dividends can potentially provide a valuable source of stability in periods of volatility, and may also be indicative of superior profitability. But the investment strategy...
Elisa Piscopiello
By  Elisa Piscopiello
20 Nov 2025
3 min read

Recommended content for you

Learn more about our business

We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre