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
Timing the cycle: why it remains important
Investors now face two very powerful competing forces: exponential AI-related capex and a slowing US economy. 
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... 
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. 
Degrees of doubt
AI, anecdotes and the graduate labour market: why the threat may be more gradual than feared. 
UK universities: A nexus for Private Market investment
Our report examines the economic drivers, growth potential, potential achievable returns, and the place for university-related investments in institutional investors’ portfolios. 
Investing in innovation: The UK’s VC sector in 2025
In this blog, Chris Hopkins, Head of Venture Capital, takes a high-level look at the current state of the VC space, with a particular focus... 
Podcast: In conversation with… Eric Adler, CEO, Asset Management
Eric Adler gets behind the microphone to share his thoughts. 
Generative AI in data centres part 1: A primer
In this first of a three-part series, we look at how GenAI is fuelling a surge in data centre investment, enabling the development of facilities... 
When the lights went out: Spain’s blackout and the future of energy resilience
The power cut highlighted that renewables may leave energy networks vulnerable to grid disruption, and the critical role of battery storage and smart grids in... 
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. 
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