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
From cloud to cash: How hyperscalers are funding AI expansion
Big Tech’s funding of AI infrastructure is well known. In this blog, we address how hyperscalers are financing their efforts in the technology and answer... 
Agentic AI: the next frontier in artificial intelligence for investors?
AI is transforming industries at scale, and agentic AI could accelerate this trend. Learn how to capture the potential opportunity while seeking to manage downside... 
Podcast: Artificial reality vs. the real world – the economics of AI
How is the mass adoption of AI changing the labour market? Could this technology shift the balance of geopolitical power? And can investors access this... 
Podcast: Quantum computing – what, how and when?
We bring together a panel of leading experts to discuss one of the most talked-about technology topics: quantum computing. 
Can China’s engineering state break US AI dominance?
For now, the US has a significant advantage in cutting-edge AI chips, but China promises more surprises to come. 
Black cabs and bookstores: Does youth employment track technological change?
Historical analysis suggests early-career workers may indeed be canary chicks in the coalmine. So their current career challenges could be the first flutters of AI... 
AI adoption and jobs – positive for productivity?
While younger workers are finding careers in jobs where AI augments their skills, they are struggling to find jobs in sectors exposed to automation. 
Set up for euphoria?
The buzz around AI exhibits classic potential for overexuberance and “this time is different” thinking, which are often observed in bubbles. In our view, this... 
Generative AI in data centres part 3: How GenAI shapes AI sovereignty and data centre investment
In part 1 of this blog series, we introduced the physical infrastructure needs for data centres that support AI. In part 2, we described how... 
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