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

David Jackson

David is a portfolio manager focusing on UK and European value equities. He joined L&G’s Asset Management division in 2019 from Paradigm Capital (Munich), where he was an equity analyst for...

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Philip Parslow

Philip joined L&G in September 2025 as an Active Strategies Investment Specialist, focusing on Emerging Market Debt and Active Equity Strategies.

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Ji Shi

Ji is a portfolio manager for the Asia Income funds. Ji joined the Active Strategies Equity team in 2021 after returning from a career break. Prior to joining L&G’s Asset Management division, Ji worked at the...

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

David Jackson

Philip Parslow

Ji Shi

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