L&G Blogs: Guy Kelly

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.

Guy is responsible for L&G’s industrials equity research globally. Guy joined L&G in 2024 from Allianz Global Investors, where he held the title of Senior Analyst/Portfolio Manager. There, he had responsibility for small cap industrials research since 2020, and was deputy manager of small and micro-cap portfolios. Prior to that, he was an equity analyst covering European industrials and utilities at the same firm. Guy graduated from the University of Cambridge with an MA in natural sciences and is a CFA charterholder.

Powering the digital world: what we learned from Data Centre World 2026

As AI scales, so does the need for resilient, power efficient data centres. Data Centre World reinforced that a clear opportunity sits with the enablers turning AI ambition into deployable infrastructure, and UK companies are playing an active role in that buildout.

4 min read

Authors from the same team

Illustration representing the outlines of a team on people

Active Equities

More about Active

Matthew Cooke

Matt is a portfolio manager in the Active Strategies Equity team. He joined L&G in 2024 from Insight Investment where he was a Senior Portfolio Manager with responsibility for UK Income and Long/Short market neutral strategies. Matt graduated from Loughborough University with a BSc in Economics with Accounting. He has been a CFA charterholder since 2008.

More about Matthew

Stuart Briscoe

Stuart is a senior equity analyst covering the global Industrials and consumer sectors. He also holds portfolio management responsibilities for the European active equity portfolios. He joined...

More about Stuart

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.

Powering the digital world: what we learned from Data Centre World 2026

Active Equities

Matthew Cooke

Stuart Briscoe

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.

Explore Trending topics

Sign up for blog email alerts

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

Categories

Other pages

Learn more

Teams