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
The energy transition: Geopolitical volatility and clean power assets
In this blog, we explore the conflict in the Middle East’s implications on the energy transition and whether it may bolster the case for clean... 
A benign year runs into an energy reality check
Higher energy prices have unsettled what looked like a calm year for growth and inflation and this is proving difficult for central banks to ignore. 
Podcast: Middle East conflict – implications for investors
This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent... 
Negative power prices – a European phenomenon
Last year, we hosted a webinar in partnership with NTR exploring the phenomenon of negative power prices in Europe. Here, we recap the key findings... 
Chart of the month: Venezuelan oil in focus
Over the past decade, oil production from the world’s largest known reserves has declined. Could that be about to change? 
Scope and mirrors – Potential illusions in corporate Scope 2 emissions disclosures for investors
In this blog, we look at the various ways corporate Scope 2 emissions can be disclosed and the nuances that investors may wish to be... 
Podcast: Europe’s energy transition – an opportunity among the challenges
Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean power. 
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... 
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