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

AI Answer
Markets and economics

Is AI the answer?

While scepticism runs high, there’s potential for AI to have far bigger impact on the economy and markets than historical parallels suggest.
Jason ShoupMatthew RodgerDr. James TyrrellEwan Bowerbank
By  Jason Shoup, Matthew Rodger, Dr. James Tyrrell & Ewan Bowerbank
19 Dec 2025
7 min read
L&G Talks
Markets and economics

Podcast: Our 2026 investment outlook – the CIO call

This special episode marks the publication of our 2026 global outlook, which offers insights across public and private markets after another remarkable year for investors.
L&G’s Asset Management business
By  L&G’s Asset Management business
11 Dec 2025
1 min read
2026 outlook
Markets and economics

2026 global outlook: Risk and reward amid an AI revolution

We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change.
Sonja LaudBill Hughes
By  Sonja Laud & Bill Hughes
09 Dec 2025
3 min read
ai trust
Investment strategy

Between trust and scepticism: the AI chronicles

Whether you think the AI boom has only just begun or it’s a bubble that could burst at any moment, there are investment solutions that...
Aude Martin
By  Aude Martin
02 Dec 2025
3 min read
L&G_TalksAM
ESG and long-term themes

Podcast: Europe’s energy transition – an opportunity among the challenges

Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean power.
L&G’s Asset Management business
By  L&G’s Asset Management business
01 Dec 2025
1 min read
Engine AI
Markets and economics

Engines of intelligence: Building silicon cathedrals

Physical infrastructure is driving the AI buildout. That is having macro implications, for better and worse.
Matthew Rodger
By  Matthew Rodger
24 Nov 2025
4 min read
data centre
ESG and long-term themes

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...
Suzanna EllardJohn Daly
By  Suzanna Ellard & John Daly
06 Nov 2025
4 min read
Agent AI
ESG and long-term themes

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...
Aude Martin
By  Aude Martin
06 Nov 2025
3 min read
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

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.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre