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
Investing in a quantum future: UK university technologies are aiming to lead the way
Our recent paper looks into the institutional investment opportunity in quantum computing and how UK university spin-outs are furthering innovation in this sector. 
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... 
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. 
Deglobalisation 2.0: Infrastructure
While the infrastructure sector is large and diverse, we’ve chosen to focus our last blog of this series on the digital sector where the long-term... 
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... 
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... 
LGPS Intelligence: The digital infrastructure opportunity
Forecasted growth for cloud computing, AI and data processing has created an increasing need to support digital infrastructure assets and, in our view, a substantial... 
Webinar: InfraGrowth: What’s driving Europe’s infrastructure transition?
Senior portfolio managers from L&G and NTR recently sat down for an IPE-led webinar to discuss the key drivers behind Europe’s transformative infrastructure journey. 
Podcast: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
Digital infrastructure: Charting the course in 2025
After proving fairly resilient in 2024, we look at what the remainder of 2025 may have in store for digital infrastructure – including the potential... 
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