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
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. 
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... 
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. 
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. 
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... 
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. 
Digital infrastructure: AI keeps the pressure on
2026’s opening months reinforced the reality that AI and digital infrastructure are co-evolving. 
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... 
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. 
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... Recommended content for you
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