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.
ESG and long-term themes
Deglobalisation 2.0: Real estate
Real estate has shown it can perform even amid higher inflation and rising rates, providing growth is strong. How does a ‘deglobalising’ world change the... 
Our voting intentions for 2025
Our voting intentions for the following shareholder meetings: Rio Tinto. 
Deglobalisation 2.0: Private equity and private credit
In the next instalment of our series on deglobalisation, we look at whether 2025’s macro environment is still conducive to a recovery in the private... 
Estimating carbon data: A comparative analysis
What is the most accurate way to estimate missing carbon data and how do we know? 
The ‘changing nature’ of DC investments
With an estimated $4 trillion annual funding gap to achieve the United Nations Sustainable Development Goals (UN SDGs) by 2030, how can Defined Contribution (DC)... 
Deglobalisation 2.0: The macro picture
Deglobalisation is a mega-trend we see impacting the investment landscape over the long term. In this, the first of a four-part series, we look at... 
Podcast: Water, AI and data centres
Ahead of World Water Day on 22 March, this week’s podcast considers the global challenge of improving access to clean water and examines the intersection... 
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? 
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... 
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... 
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