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.
Future world
Generative AI in data centres part 2: The evolution of GenAI and data centre investment implications
In the second of our latest digital infrastructure blog series, we explore the evolution of GenAI and its possible impact on demand for data centre... 
Generative AI in data centres part 1: A primer
In this first of a three-part series, we look at how GenAI is fuelling a surge in data centre investment, enabling the development of facilities... 
Near-term headwinds versus long-term support: Where next for lithium?
The metal at the heart of transport electrification has a storied price history. But the long-term demand picture remains compelling, in our view. 
Tomorrow’s world: The digital infrastructure opportunity
Forecasted growth for cloud computing, AI and data processing has created an increasing need to support digital infrastructure assets and, in our view, a substantial... 
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