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
Deglobalisation 2.0: Private equity and private credit
In the next instalment of our series on deglobalisation, we look at whether 2025’s macro environment is still conducive to a recovery in the private... 
Podcast: Water, AI and data centres
Ahead of World Water Day on 22 March, this week’s podcast considers the global challenge of improving access to clean water and examines the intersection... 
Revolutionising smart water management with AI
AI’s water use is in the spotlight, but the same technology promises to transform how this most precious resource is managed, potentially leading to significant... 
Walmart: what does the future hold for Black Friday?
In the concluding part of our series on Walmart, we examine the retail giant’s recent financial performance, and reveal how it’s capitalised on the Black... 
Deglobalisation: Private markets in a more diverging world
While deglobalisation has the potential to create headwinds for economic growth, we believe it also could create potential opportunities in certain sectors of the private... 
The power behind clean power: energy transition metals
In the first of two blogs, we explore the role that metals will play in powering the transition to renewable energy. 
How could new technology tackle the age-old problem of water loss?
From acoustic loggers to smart analytics, a range of innovative technologies are leading to greater efficiency in water use. In our new whitepaper we dive... 
Why are we running out of fresh water?
The problem of water scarcity is worsening as a result of climate change and population growth. In our new whitepaper, we dive into water scarcity,... 
The geopolitical ripple effect
We examine how geopolitics informs our thinking about long-term themes, focusing on cyber security, clean water and friend-shoring. 
Cyber security growth, AI and valuations: a story in three charts
Three charts tell the story of growth opportunities in the cyber security market. Recommended content for you
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