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

L&G Talks
Markets and economics

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...
L&G’s Asset Management businessAsset Allocation team
By  L&G’s Asset Management business, Asset Allocation team
16 Oct 2025
1 min read
L&G talks
Investment strategy

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.
L&G’s Asset Management business
By  L&G’s Asset Management business
25 Sept 2025
1 min read
China AI
Markets and economics

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.
Matthew Rodger
By  Matthew Rodger
23 Sept 2025
3 min read
cab book
Economics

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...
James Carrick
By  James Carrick
22 Sept 2025
3 min read
AI jobs
Markets and economics

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.
James Carrick
By  James Carrick
08 Sept 2025
3 min read
Bubble 0
Markets and economics

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...
Emiel van den Heiligenberg
By  Emiel van den Heiligenberg
04 Sept 2025
5 min read
servers in a corridor
ESG and long-term themes

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...
Dr. James Tyrrell
By  Dr. James Tyrrell
13 Aug 2025
4 min read
L&G Talks
Markets and economics

Podcast: Interest rate expectations, US data revision and AI earnings – Market Talk

Our regular markets discussion offers an overview of the biggest topics for investors today.
L&G’s Asset Management business
By  L&G’s Asset Management business
07 Aug 2025
1 min read
Degrees doubt
Economics

Degrees of doubt

AI, anecdotes and the graduate labour market: why the threat may be more gradual than feared.
James Carrick
By  James Carrick
24 Jul 2025
3 min read

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