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.
Podcast: Water, AI and data centres
Ahead of World Water Day on 22 March, this week’s podcast considers the global challenge of improving access to clean water and examines the intersection... 
Water you waiting for? Rethinking our approach to water management
Freshwater ecosystems are degrading. Could a new approach that appreciates the hydrological cycle hold the answer? 
Surplus in focus: What should DB schemes look out for?
The market backdrop for defined benefit (DB) pension schemes has fundamentally changed. Now the regulatory environment is changing too, with changes proposed to allow (where... 
Revolutionising smart water management with AI
AI’s water use is in the spotlight, but the same technology promises to transform how this most precious resource is managed, potentially leading to significant... 
Equity valuations uncovered (part 1): Fathoming murky waters
I introduce a series of blogs exploring the role of valuations in forecasting equity returns. 
Winner takes all in the UK higher education sector
With a focus on demographics and demand, we look at how trends in international student numbers could affect UK student housing. From our perspective not... 
Could a deal between Presidents Trump and Xi spark a Chinese bull run?
Gauging the winds of change in US-China relations and the impact on Chinese equity markets. 
L&G explains: How primary and secondary markets seek to provide ETF liquidity
We lift the bonnet on ETF trading to explain how a dual-market system can ensure price alignment and track underlying assets. 
LGPS Intelligence: The digital infrastructure opportunity
Forecasted growth for cloud computing, AI and data processing has created an increasing need to support digital infrastructure assets and, in our view, a substantial... 
Podcast: Investing in the UK – Real estate and beyond
This week on the podcast, we’re looking at the UK, exploring what might be in store for investors in real estate and certain related asset... 
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