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.
Energy
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... 
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? 
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. 
Podcast: The view from the top – a long-term look at private markets
This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast. 
Renewables under Trump: what to expect
Translating rhetoric into policy is complex. We believe the economics of clean power is compellingly simple. 
Why the election won’t decide the fate of clean energy investment
Clean energy policies or monetary easing could provide near-term tailwinds, but we believe the underlying economics will remain the real driver of progress. 
US election: themes and implications
We take stock of the upcoming US election, focusing on the implications for investors across a range of asset classes. 
Private markets mid-year outlook: Uncertainty, discipline and megatrends
Our investment thesis is based around four key themes: demographics, deglobalisation, digitalisation and decarbonisation. 
Podcast: our 2024 Climate Impact Pledge
In this special episode, we mark the publication of our 2024 Climate Impact Pledge report, by discussing the highlights and key findings of our engagement... Recommended content for you
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