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

TSMC 0
Investment strategy

Spotlight on the world’s strongest brands: TSMC

We focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors.
Elisa Piscopiello
By  Elisa Piscopiello
15 Jul 2025
4 min read
L&G Talks
Investment strategy

Podcast: How to tackle equity market concentration risk

With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it.
L&G’s Asset Management business
By  L&G’s Asset Management business
19 Jun 2025
1 min read
Battery-grid-storage ryu
ESG and long-term themes

When the lights went out: Spain’s blackout and the future of energy resilience

The power cut highlighted that renewables may leave energy networks vulnerable to grid disruption, and the critical role of battery storage and smart grids in...
Shichen Zhao
By  Shichen Zhao
11 Jun 2025
paints diversification
Investment strategy

Why diversification is key to a resilient portfolio

In the first of a series on overcoming equity market concentration risk, we consider alternatives to a traditional portfolio, and provide a practical guide to...
Andrzej PiochAude Martin
By  Andrzej Pioch, Aude Martin
02 Jun 2025
4 min read
cyber security
ESG and long-term themes

UK retailer cyber attacks – hackers are always one step ahead

A string of high-profile attacks against household names underscores the ever-increasing need for effective defences against cyber attackers.
Aude Martin
By  Aude Martin
19 May 2025
3 min read
L&G_TalksAM
ESG and long-term themes

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...
L&G’s Asset Management business
By  L&G’s Asset Management business
21 Mar 2025
1 min read
The Future of AI
ESG and long-term themes

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...
Shichen Zhao
By  Shichen Zhao
19 Mar 2025
2 min read
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

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