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.
Responsible investing and long-term themes
Who governs access? GLP-1 medicines and the new stewardship challenge
Healthcare delivery is becoming more consumerised, blurring traditional lines of responsibility between manufacturers, clinicians and healthcare systems. As new access models emerge, investors are increasingly... 
Quarterly engagement report: Q2 2026
Our Q2 2026 engagement report provides updates on engagement and voting across environmental, social and governance topics. 
AI: A new division of labour?
ChatGPT’s launch back in late-2022 seems inauspicious in hindsight. The tool, which was powered by OpenAI’s* GPT-3.5 model, couldn’t tell the time properly, or follow... 
The time horizon dilemma
The tensions in time horizons between different market participants may mean that energy transition risks and opportunities get overlooked - climate scenarios can help resolve... 
From cell to system: the crucial role of the battery value chain
The outlook for battery markets isn’t just about EVs anymore. We explore how the battery value chain plugs into structural changes in global power markets. 
Geopolitics, AI and electrification: three forces driving clean energy growth
Renewables should be set to benefit from a range of tailwinds, from today’s focus on energy sovereignty to a long-term shift towards electrification. 
Investing in energy resilience
Spanning sectors including utilities, clean power and digital infrastructure, we think this theme is supported by several long-term structural tailwinds. 
Japan's corporate governance reforms: Stronger coordination, but must support accountability and investor voice
Recently, Investment Stewardship finalised input on three major Japanese reform initiatives: Tokyo Stock Exchange (TSE) Listing Rules changes on minority shareholder protection, revisions to the... 
Our voting intentions for 2026
Our voting intentions at the following shareholder meetings: BP, Edinburgh Worldwide Investment Trust, Deere & Company, Korean Corporate Governance reform Meeting Recommended content for you
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