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.

Index

The Future of AI
ESG and long-term themes

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...
Shichen Zhao
By  Shichen Zhao
19 Mar 2025
2 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
Water-WP spiral
ESG and long-term themes

Innovative water management: the future of data centres

From water treatment technologies to smart water management, water tech innovations are increasing the efficiency of data centres.
Shichen Zhao
By  Shichen Zhao
13 Feb 2025
4 min read
gold bars
Investment strategy

Gold and the rates cycle – the outlook for 2025

Reduced expectations of rate cuts could represent a headwind, but central bank buying remains a support, and earnings suggest miners are reaping the rewards of...
Elisa Piscopiello
By  Elisa Piscopiello
21 Jan 2025
3 min read
clean water wave
ESG and long-term themes

Why is AI so thirsty?

In the first part of a new series on AI and water, we explain why these systems could soon be consuming around five times as...
Shichen Zhao
By  Shichen Zhao
16 Jan 2025
3 min read
Carbon footprint
Investment strategy

Implications of reducing the carbon footprint of factor strategies

In a forthcoming research paper we’ll provide a detailed analysis of how factor strategies’ carbon footprint can be reduced and its implications. Here’s a preview...
Raj Shah
By  Raj Shah
12 Dec 2024
3 min read
ra - renewable energy - article
ESG and long-term themes

Renewables under Trump: what to expect

Translating rhetoric into policy is complex. We believe the economics of clean power is compellingly simple.
Aanand Venkatramanan
By  Aanand Venkatramanan
12 Dec 2024
3 min read
Bid-ask handshake
Investment strategy

What are the factors that determine the bid-ask spread?

The bid-ask spread for an ETF can be influenced by several factors, including trading volume, volatility of underlying assets, primary market costs and overall market...
Carolina Carloni
By  Carolina Carloni
28 Nov 2024
Family Christmas shopping
Investment strategy

Walmart: what does the future hold for Black Friday?

In the concluding part of our series on Walmart, we examine the retail giant’s recent financial performance, and reveal how it’s capitalised on the Black...
Elisa Piscopiello
By  Elisa Piscopiello
25 Nov 2024
3 min read

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