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 thematics

Water-WP spiral
ESG and long-term themes

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.
Shichen Zhao
By  Shichen Zhao
13 Feb 2025
4 min read
clean water wave
ESG and long-term themes

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...
Shichen Zhao
By  Shichen Zhao
16 Jan 2025
3 min read
ra - renewable energy - article
ESG and long-term themes

Renewables under Trump: what to expect

Translating rhetoric into policy is complex. We believe the economics of clean power is compellingly simple.
Aanand Venkatramanan
By  Aanand Venkatramanan
12 Dec 2024
3 min read
Supermarket shopping
Investment strategy

Walmart: from small rural store to the world’s largest retailer

In the first of a two-part series on Walmart, we consider five key factors behind the rise of the global retail giant.
Elisa Piscopiello
By  Elisa Piscopiello
19 Nov 2024
4 min read
AI and cyber
ESG and long-term themes

Could you spot an AI-powered cyber scam?

As cybercriminals harness the power of AI to make their attacks more credible, what can be done to distinguish genuine communications from sophisticated scams?
Aude Martin
By  Aude Martin
12 Nov 2024
4 min read
gold bars
Markets and economics

Can we still be optimistic about gold?

What’s the impact of rate cuts on gold prices?
Elisa Piscopiello
By  Elisa Piscopiello
30 Oct 2024
3 min read
equity concentration
Markets and economics

Just how concentrated are equity markets?

In the first of a two-part series on market concentration, we explain the metrics used to measure concentration and what they tell us about today’s...
Jason LeeArchimidis FotopoulosFadi Zaher
By  Jason Lee, Archimidis Fotopoulos, Fadi Zaher
16 Oct 2024
4 min read
cyber security
ESG and long-term themes

Could technology help bridge the cyber security skills gap?

Overcoming the challenge of an estimated shortfall of 4 million cyber security professionals.
Aude Martin
By  Aude Martin
09 Oct 2024
4 min read
coal power plant
ESG and long-term themes

The power behind clean power: carbon pricing

We explore the role of carbon pricing in incentivising lower-carbon activities.
Elisa PiscopielloMichael Stewart
By  Elisa Piscopiello, Michael Stewart
28 May 2024
3 min read
Digital warehouse
Investment strategy

How automation is transforming logistics

Ever wondered what goes on inside a giant high-tech logistics site?
Aude MartinMatthew Kemp
By  Aude Martin, Matthew Kemp
23 May 2024
3 min read

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