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
Active Ownership 2024
Active ownership means striving to create sustainable value for our clients. Our new report details how we sought to do this within our Asset Management... 
Our voting intentions for 2025
Our voting intentions for the following shareholder meetings: Rio Tinto, Canadian banks, BP and Equinor ASA. 
Deglobalisation 2.0: Infrastructure
While the infrastructure sector is large and diverse, we’ve chosen to focus our last blog of this series on the digital sector where the long-term... 
Recognising Fortum’s progress on decarbonisation
In recognising the progress that Fortum has made in its decarbonisation efforts, it is our intention to step back from our engagement with Fortum through... 
Podcast: Can factor strategies be decarbonised?
Following the publication of a major new research paper, Raj Shah, a Senior Quant and Factor Strategist within our Index Solutions team, delves into the... 
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... 
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... 
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