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.
Commodities
Podcast: US tariffs, BoE cut and European equity rally – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
Near-term headwinds versus long-term support: Where next for lithium?
The metal at the heart of transport electrification has a storied price history. But the long-term demand picture remains compelling, in our view. 
Our updated approach for assessing mining company transition plans
The mining and diversified metals sector is an essential part of the energy transition. 
Gold or gold miners?
The question comes down to the role within a portfolio – is the allocation there as a form of insurance, or to express a view... 
Our oil & gas sector principles: targets and actions
As responsible investors, we believe we have a vital role in ensuring companies have the right leadership and strategies to navigate the energy transition. 
The power behind clean power: carbon pricing
We explore the role of carbon pricing in incentivising lower-carbon activities. 
Podcast: US consumption, equity and credit divergence and copper – Market Talk
Are tighter lending conditions finally impacting the US consumer? And what’s behind the apparent divergence in equity and credit markets? 
The power behind clean power: energy transition metals
In the first of two blogs, we explore the role that metals will play in powering the transition to renewable energy. 
Challenges in a changing world: financial discipline and systemic risk
In the first instalment of a new series, we explain how our expectations of companies are evolving as key climate milestones approach. 
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