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.
Global economic imbalances and AI: few signs of concern
The key talking points around artificial intelligence (AI) have been on company earnings, the impact on inflation and medium-term labour market effects. Less discussed are... 
A new model in Minnesota: Google and Xcel Energy’s utility partnership model for affordable hyperscale load
Hyperscale data centres are a major driving factor behind load growth in the US electricity grid. The resources built to meet that load and the... 
Podcast: Keeping tabs on digital infrastructure
On this week’s episode of L&G Talks Asset Management, we sit down with Achal Arora, Managing Director of Digital Infrastructure Investments. 
Our voting intentions for 2026
Our voting intentions at the following shareholder meetings: BP, Edinburgh Worldwide Investment Trust, Deere & Company, Korean Corporate Governance reform Meeting 
Quarterly engagement report: Q1 2026
Our Q1 2026 engagement report provides updates on engagement and voting across environmental, social and governance topics. 
Podcast: Systematic solutions – meet the team behind the strategies
What is meant by the term ‘systematic solutions’? Why are they increasingly important for investors? And how is AI changing the way they are constructed? 
The worst of times; the best of times? Private markets react to an uncertain world
Private markets remain resilient amid global shocks. In this blog, we examine trends, key risks, and sector specific levers shaping these asset classes in 2026... 
Prepayment dynamics in a bifurcated agency MBS market
What do mortgage lock in and the composition of the universe mean for prepayments and convexity? We consider the implications for investors 
Podcast: Do charities suffer from money illusion?
Money illusion is one of the most common behavioural biases and with nearly £30 billion held in cash, are UK charities assuming that the most... Recommended content for you
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