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.

ESG

Ozempic pen
Responsible investing and long-term themes

Who governs access? GLP-1 medicines and the new stewardship challenge

Healthcare delivery is becoming more consumerised, blurring traditional lines of responsibility between manufacturers, clinicians and healthcare systems. As new access models emerge, investors are increasingly...
Kate Lim
By  Kate Lim
13 Aug 2026
4 min read
Mountain range and road
Responsible investing and long-term themes

Quarterly engagement report: Q2 2026

Our Q2 2026 engagement report provides updates on engagement and voting across environmental, social and governance topics.
Investment Stewardship team
By  Investment Stewardship team
13 Aug 2026
2 min read
time horizon
Responsible investing and long-term themes

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...
Justine Schafer
By  Justine Schafer
06 Aug 2026
3 min read
Clean power infrastructure
Private Markets

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...
Dr. James Tyrrell
By  Dr. James Tyrrell
09 Jul 2026
4 min read
Wind turbines on a hill
Responsible investing and long-term themes

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.
David BarronDr. James Tyrrell
By  David Barron & Dr. James Tyrrell
07 Jul 2026
4 min read
El nino
Responsible investing and long-term themes

The calm before the storm

What El Niño could mean for the 2026 hurricane season.
Alex Turner
By  Alex Turner
01 Jul 2026
4 min read
boardroom blurry figures
Responsible investing and long-term themes

Our voting intentions for 2026

Our voting intentions at the following shareholder meetings: BP, Edinburgh Worldwide Investment Trust, Deere & Company, Korean Corporate Governance reform Meeting
Investment Stewardship team
By  Investment Stewardship team
16 Jun 2026
Beyond numbers
Responsible investing and long-term themes

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...
Will GleveyNick Stansbury
By  Will Glevey & Nick Stansbury
15 Jun 2026
6 min read
Measure climate
Responsible investing and long-term themes

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...
Will GleveyNick Stansbury
By  Will Glevey & Nick Stansbury
10 Jun 2026
4 min read
Signal failure
Responsible investing and long-term themes

Signal failure

An energy transition is happening – but are investors aware?
Justine Schafer
By  Justine Schafer
08 Jun 2026
1 min read

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