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
Clean power infrastructure: Energy security moves to the foreground
In this update, we explore how disruption to global energy flows potentially bolsters a case for taking a less homogeneous approach to related infrastructure. 
Supporting the energy transition through responsible nickel supply
Nickel is central to the energy transition, but ensuring supply remains resilient and is produced responsibly presents important challenges for companies and investors. 
Chart of the month: Data centres, beyond the AI noise
Artificial intelligence (AI) may dominate the headlines but the clearest evidence of demand can be found in the infrastructure supporting it. 
Physical climate risk is real and increasing – why does it remain so difficult to quantify?
The physical impacts of climate change are increasingly evident, but measuring their financial consequences remains an evolving science. Understanding what today's models capture, and what... 
The transparency opportunity
How better information could unlock value for customers, companies and shareholders 
Climate Impact Pledge 2026: A decade in review, a future in focus
Over ten years, L&G’s Climate Impact Pledge has helped move climate change from the margins to the mainstream of corporate governance, strategy and disclosure among... 
Positives and negatives: what’s fuelling moves in battery value-chain equities?
Leading names in the battery value-chain have sold off as a result of wider clean energy pressures and idiosyncratic factors, but the longer-term outlook remains... 
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. Recommended content for you
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