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 time horizon dilemma
The tensions in time horizons between different market participants may mean that energy transition risks and opportunities get overlooked - climate scenarios can help resolve... 
From cell to system: the crucial role of the battery value chain
The outlook for battery markets isn’t just about EVs anymore. We explore how the battery value chain plugs into structural changes in global power markets. 
Geopolitics, AI and electrification: three forces driving clean energy growth
Renewables should be set to benefit from a range of tailwinds, from today’s focus on energy sovereignty to a long-term shift towards electrification. 
Clean power: A market in transition
Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by... 
Investing in energy resilience
Spanning sectors including utilities, clean power and digital infrastructure, we think this theme is supported by several long-term structural tailwinds. 
Q3 2026 ETF outlook: resilience in a changing world
Profound changes are reshaping our world. From AI and geopolitical splintering to the growing economic sway of emerging nations, old certainties are fading fast. 
Making room for the AI boom
Amid huge hyperscaler spending, tighter monetary policy could create space for AI-led growth. 
Midyear global outlook: AI vs geopolitics
This outlook focuses on two forces shaping the investment landscape: the dramatic acceleration of AI and an ever-more contested geopolitical order. 
Measuring what matters: Looking beyond the numbers
In assessing energy transition risk in banks, what’s easiest to measure isn’t always what matters most. Aggregate fossil fuel financing is often used as a... 
Measuring what matters
In the energy transition, what’s easiest to measure isn’t always what matters most. While simple metrics offer clarity, relying on a single number to assess... Recommended content for you
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