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.
Technology
Carving a path in private markets
With 2026 well underway, we look at the key themes we see shaping private markets in the months ahead. 
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. 
Podcast: Greenland, Japanese bonds and a volatility playbook – Market Talk
Our regular update on the biggest themes shaping global markets. 
Unconstrained strategies: keeping an eye on AI
How can unconstrained bond investors navigate AI-related issuance? 
From capex boom to transmission risk – AI and portfolio resilience
With AI linkages to equity and credit markets deepening, how can portfolios respond to concentration, valuation and operational risks? 
Is AI the answer?
While scepticism runs high, there’s potential for AI to have far bigger impact on the economy and markets than historical parallels suggest. 
Podcast: Our 2026 investment outlook – the CIO call
This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors. 
2026 global outlook: Risk and reward amid an AI revolution
We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change. 
Between trust and scepticism: the AI chronicles
Whether you think the AI boom has only just begun or it’s a bubble that could burst at any moment, there are investment solutions that... 
Podcast: Europe’s energy transition – an opportunity among the challenges
Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean power. Recommended content for you
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