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 authorā€™s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

L&G_TalksAM
ESG and long-term themes

Podcast: Water, AI and data centres

Ahead of World Water Day on 22 March, this weekā€™s podcast considers the global challenge of improving access to clean water and examines the intersection...
L&Gā€™s Asset Management division
By  L&Gā€™s Asset Management division
21 Mar 2025
1 min read
water plant
ESG and long-term themes

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?
Alexander Burr
By  Alexander Burr
20 Mar 2025
4 min read
Surplus 0
Investment strategy

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...
Mathew Webb
By  Mathew Webb
20 Mar 2025
4 min read
The Future of AI
ESG and long-term themes

Revolutionising smart water management with AI

AIā€™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...
Shichen Zhao
By  Shichen Zhao
19 Mar 2025
2 min read
murky waters
Investment strategy

Equity valuations uncovered (part 1): Fathoming murky waters

I introduce a series of blogs exploring the role of valuations in forecasting equity returns.
John SouthallAsset Allocation team
By  John Southall, Asset Allocation team
19 Mar 2025
2 min read
Radcliffe Camera
Markets and economics

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...
Michael Adefuye
By  Michael Adefuye
18 Mar 2025
4 min read
China bull
Equities

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.
Wei YangTony FanJi Shi
By  Wei Yang, Tony Fan, Ji Shi
18 Mar 2025
5 min read
Bonnet ETF
Investment strategy

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.
Carolina Carloni
By  Carolina Carloni
17 Mar 2025
5 min read
LGPS digital
ESG and long-term themes

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...
James SparshottMatteo Colombo
By  James Sparshott, Matteo Colombo
10 Mar 2025
3 min read
L&G talks
Investment strategy

Podcast: Investing in the UK ā€“ Real estate and beyond

This week on the podcast, weā€™re looking at the UK, exploring what might be in store for investors in real estate and certain related asset...
L&Gā€™s Asset Management division
By  L&Gā€™s Asset Management division
07 Mar 2025
1 min read

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