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
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... 
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... 
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