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.
Index
Innovative water management: the future of data centres
From water treatment technologies to smart water management, water tech innovations are increasing the efficiency of data centres. 
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... 
Implications of reducing the carbon footprint of factor strategies
In a forthcoming research paper we’ll provide a detailed analysis of how factor strategies’ carbon footprint can be reduced and its implications. Here’s a preview... 
Renewables under Trump: what to expect
Translating rhetoric into policy is complex. We believe the economics of clean power is compellingly simple. 
Podcast: US exceptionalism, political risk and non-consensus views
Listen to our expects discuss key themes from our 2025 global outlook, from how politics might sway markets next year to concentration risk within equities. 
Podcast: Maths, markets and misconceptions
How much maths ability is needed to work on an investment desk? And how can maths help reveal what's really going on in markets? 
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... 
Understanding ETF total cost of ownership
Many aspects determine the total cost of investing in and holding an ETF. Here, we break down what factors influence the total cost of owning... 
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. 
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