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
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... 
Podcast: US tariffs, BoE cut and European equity rally – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
Who’s afraid of DeepSeek?
The Chinese firm’s groundbreaking R1 AI model challenges many assumptions on the state of the technology. 
Why is AI so thirsty?
In the first part of a new series on AI and water, we explain why these systems could soon be consuming around five times as... 
Unlocking quantum potential: Securing digital infrastructure
Why we believe the efforts to ensure data security in the quantum computing age will have significant implications for digital infrastructure investment. 
Revisiting the lessons of 2022-2023
The trajectory of inflation and interest rates will likely play a crucial role in determining infrastructure capital flows and valuations next year. 
Identifying potential long-term winners from the new generation of weight-loss drugs
Countries with high levels of obesity and the means to pay for the latest treatments could benefit from increased labour supply. 
Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
