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
How important is the Strait of Hormuz for global trade?
Given the fragility of peace in the Middle East, how reliant is the global economy on this 21-mile-wide stretch of water? 
Carbon market unification: A post-Brexit reconciliation
Unification of EU and UK carbon markets could offer economic benefits and increased investment in clean technologies, but it could also lead to higher power... 
When the lights went out: Spain’s blackout and the future of energy resilience
The power cut highlighted that renewables may leave energy networks vulnerable to grid disruption, and the critical role of battery storage and smart grids in... 
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. 
Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
