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.

Infrastructure capability

Server
Private Markets

Digital infrastructure: Rising demand, rising complexity

Risks within the digital infrastructure sector are materialising and evolving. Navigating the environment increasingly requires conviction and specialist expertise.
Dr. James Tyrrell
By  Dr. James Tyrrell
23 Jul 2026
4 min read
Clean power infrastructure
Private Markets

Clean power: A market in transition

Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by...
Dr. James Tyrrell
By  Dr. James Tyrrell
09 Jul 2026
4 min read
Wind turbines on a hill
Responsible investing and long-term themes

Investing in energy resilience

Spanning sectors including utilities, clean power and digital infrastructure, we think this theme is supported by several long-term structural tailwinds.
David BarronDr. James Tyrrell
By  David Barron & Dr. James Tyrrell
07 Jul 2026
4 min read
L&G Talks
Markets and economics

Podcast: Keeping tabs on digital infrastructure

On this week’s episode of L&G Talks Asset Management, we sit down with Achal Arora, Managing Director of Digital Infrastructure Investments.
L&G’s Asset Management business
By  L&G’s Asset Management business
28 May 2026
1 min read
Battery storage
Responsible investing and long-term themes

The energy transition: Geopolitical volatility and clean power assets

In this blog, we explore the conflict in the Middle East’s implications on the energy transition and whether it may bolster the case for clean...
Dr. James Tyrrell
By  Dr. James Tyrrell
07 May 2026
4 min read
battery farm with wind turbines
Responsible investing and long-term themes

Europe’s energy transition meets its digital future

In this blog, we unpick Europe’s energy transition, assessing how it intersects with the continent’s rapid digitalisation.
Dr. James Tyrrell
By  Dr. James Tyrrell
22 Apr 2026
3 min read
server wires
Private Markets

Digital infrastructure: AI keeps the pressure on

2026’s opening months reinforced the reality that AI and digital infrastructure are co-evolving.
Dr. James Tyrrell
By  Dr. James Tyrrell
25 Mar 2026
4 min read
Clean power infrastructure
Responsible investing and long-term themes

Europe’s clean power transition – an opportunity among the challenges

It’s no secret that Europe has ambitious carbon reduction plans. Such an initiative – and the scale of investment required to achieve it – represents...
L&G’s Asset Management business
By  L&G’s Asset Management business
19 Feb 2026
2 min read
Data centre with solar farm
Responsible investing and long-term themes

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.
Dr. James TyrrellRobin Martin
By  Dr. James Tyrrell & Robin Martin
05 Feb 2026
1 min read
Power assets
Responsible investing and long-term themes

Negative power prices – a European phenomenon

Last year, we hosted a webinar in partnership with NTR exploring the phenomenon of negative power prices in Europe. Here, we recap the key findings...
L&G’s Asset Management business
By  L&G’s Asset Management business
19 Jan 2026
2 min read

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