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.
Generative AI in data centres part 1: A primer
In this first of a three-part series, we look at how GenAI is fuelling a surge in data centre investment, enabling the development of facilities... 
From post-AGM to pre-AGM: Japan’s efforts to reform annual disclosure practices
As Japan’s AGM season wraps up, it’s a timely moment to revisit the expectations we’ve communicated on long-standing issues like AGM clustering, disclosure timelines, and... 
An end to US exceptionalism?
The rebalancing to come, messy though it may be, could ultimately lead to a healthier equilibrium of capital allocation. 
Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
Stuck for something to read? Four summer book recommendations
From memories of the trading floor to the secrets of a healthy diet, Matthew Kemp shares his summer reading picks. 
Redesigning DC retirement
With private markets now part of the investment mix, backed by policy momentum and global inspiration, we’re entering a new era of retirement investing. Discover... 
How important is the Strait of Hormuz for global trade?
Given the fragility of peace in the Middle East, how reliant is the global economy on this 21-mile-wide stretch of water? 
Active Fixed Income Outlook: Politics vs. economics
Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets? 
How we address responsible investment in Liability Driven Investment portfolios
Liability Driven Investment portfolios are generally made up of gilts, derivatives and cash. In this blog, we look at how responsible investment considerations can be... 
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