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
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... 
Webinar: InfraGrowth: What’s driving Europe’s infrastructure transition?
Senior portfolio managers from L&G and NTR recently sat down for an IPE-led webinar to discuss the key drivers behind Europe’s transformative infrastructure journey. 
How could the oil sector navigate the energy transition?
Few industries are as exposed to the energy transition as oil. What options does it face in a future of uncertain demand? 
Digital infrastructure: Charting the course in 2025
After proving fairly resilient in 2024, we look at what the remainder of 2025 may have in store for digital infrastructure – including the potential... 
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. 
Japan climate policy: A pivotal year
A pivotal period for climate policy in Japan continues, with current policy efforts shaping the nation’s path to net zero. Through collaboration and advocacy, we... 
LGIM’s global engagement to deliver positive change
During the fourth quarter of 2024 we continued to engage with companies, industry peers and policymakers, voting on behalf of our clients on a wide... 
Research and Active Engagement: Surveying the UK water sector
2024 was not a banner year for British water providers. Could a new package from the regulator allow the sector to move on? 
Income and impact: Opportunities in affordable housing
Why we see a potential opportunity for private institutional capital to work in partnership with the public sector to address the UK’s affordable housing needs. 
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