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

data centre
ESG and long-term themes

From cloud to cash: How hyperscalers are funding AI expansion

Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer...
Suzanna EllardJohn Daly
By  Suzanna Ellard, John Daly
06 Nov 2025
4 min read
Agent AI
ESG and long-term themes

Agentic AI: the next frontier in artificial intelligence for investors?

AI is transforming industries at scale, and agentic AI could accelerate this trend. Learn how to capture the potential opportunity while seeking to manage downside...
Aude Martin
By  Aude Martin
06 Nov 2025
3 min read
Belem port
ESG and long-term themes

Nature at COP30: Priorities for Belém

The focus is firmly on integrating nature into global climate action. Ahead of the climate change conference, we shine a spotlight on the key issues...
Alexander Burr
By  Alexander Burr
22 Oct 2025
4 min read
climate two
ESG and long-term themes

Climate Action– two years on

Two years ago, L&G and AP7 partnered to invest in high emissions companies and engaged with them to drive their emissions down over time, in...
Suzanne AnglivielWill GleveyTara Lee
By  Suzanne Angliviel, Will Glevey, Tara Lee
15 Oct 2025
7 min read
retirement era
ESG and long-term themes

Retirement’s next era: Exploring the art of the possible

There’s a moment in every industry when the conversation shifts, when the familiar frameworks no longer suffice, and the future demands something bolder. For the...
Jayesh Patel
By  Jayesh Patel
13 Oct 2025
3 min read
financial carers
ESG and long-term themes

The hidden cost of financial caring

Our latest research unveils that one in six UK adults are quietly shouldering the burden of financial caregiving – but at what cost? With financial...
Jayesh Patel
By  Jayesh Patel
06 Oct 2025
4 min read
Forging steel
ESG and long-term themes

Forging steel’s future

Scrap’s leading role in low-carbon steelmaking in the US and Europe
Charlie Miller
By  Charlie Miller
25 Sept 2025
2 min read
rooted nature
ESG and long-term themes

Rooted in nature

The importance of nature is increasingly being recognised by financial institutions as both a risk and an opportunity. Collaboration will be critical to overcome complex...
Will GleveyAlexander Burr
By  Will Glevey, Alexander Burr
24 Sept 2025
3 min read
Pine plantation
ESG and long-term themes

Branching out: The interesting case for forests in portfolios

Forests are prized not only for their historical role but also for their ability to help diversify portfolios and potentially support nature and climate if...
Alex Turner
By  Alex Turner
18 Sept 2025
3 min read
Scrap 0
ESG and long-term themes

Turning trash into treasure

The ‘take-make-waste’ plastic model isn’t working. But even as global talks stall, companies embracing circularity can seize a multi-trillion-dollar opportunity.
Will Glevey
By  Will Glevey
16 Sept 2025
4 min read

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