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.
ETF equity
Gold and the rates cycle – the outlook for 2025
Reduced expectations of rate cuts could represent a headwind, but central bank buying remains a support, and earnings suggest miners are reaping the rewards of... 
Why is AI so thirsty?
In the first part of a new series on AI and water, we explain why these systems could soon be consuming around five times as... 
Renewables under Trump: what to expect
Translating rhetoric into policy is complex. We believe the economics of clean power is compellingly simple. 
What are the factors that determine the bid-ask spread?
The bid-ask spread for an ETF can be influenced by several factors, including trading volume, volatility of underlying assets, primary market costs and overall market... 
The equity market is concentrated – but does it matter?
In the second of a series on market concentration, we examine whether concentration poses a threat to investors. 
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. 
Could technology help bridge the cyber security skills gap?
Overcoming the challenge of an estimated shortfall of 4 million cyber security professionals. 
Podcast: What's in a name? The power of global brands
This week's episode delves into global brands, examining the financial incentives for building product recognition. 
What Wimbledon tells us about the power of global brands
The sponsorship deals attached to the biggest tennis stars aren't as straightforward as they may seem - in an age of global brands, sponsors can... 
How automation is transforming logistics
Ever wondered what goes on inside a giant high-tech logistics site? 
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