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.
Global thematic
Carving a path in private markets
With 2026 well underway, we look at the key themes we see shaping private markets in the months ahead. 
The convergence of digital and clean power infrastructure
Digital and clean power infrastructure are both expanding rapidly, driven by artificial intelligence (AI) adoption, cloud computing, and electrification. 
From capex boom to transmission risk – AI and portfolio resilience
With AI linkages to equity and credit markets deepening, how can portfolios respond to concentration, valuation and operational risks? 
Infrastructure: A look back at a look ahead
Infrastructure saw record fundraising in 2025 driven by megafunds. Transaction volumes, particularly asset creation, continue to be driven by digital and power demands, but face... 
From cloud to cash: How hyperscalers are funding AI expansion
Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer... 
Agentic AI: the next frontier in artificial intelligence for investors?
AI is transforming industries at scale, and agentic AI could accelerate this trend. Learn how to capture the potential opportunity while seeking to manage downside... 
Nature at COP30: Priorities for Belém
The focus is firmly on integrating nature into global climate action. Ahead of the climate change conference, we shine a spotlight on the key issues... 
Generative AI in data centres part 3: How GenAI shapes AI sovereignty and data centre investment
In part 1 of this blog series, we introduced the physical infrastructure needs for data centres that support AI. In part 2, we described how... 
Spotlight on the world’s strongest brands: Coca-Cola
In this blog series, we focus on three leading global companies. This time, we look at Coca-Cola*. 
Spotlight on the world’s strongest brands: Deutsche Telekom
In this blog series, we focus on three leading global companies. This time we examine German telecoms giant Deutsche Telekom*. Recommended content for you
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