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.
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... 
Winner takes all in the UK higher education sector
With a focus on demographics and demand, we look at how trends in international student numbers could affect UK student housing. From our perspective not... 
Could a deal between Presidents Trump and Xi spark a Chinese bull run?
Gauging the winds of change in US-China relations and the impact on Chinese equity markets. 
L&G explains: How primary and secondary markets seek to provide ETF liquidity
We lift the bonnet on ETF trading to explain how a dual-market system can ensure price alignment and track underlying assets. 
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... 
Podcast: Investing in the UK – Real estate and beyond
This week on the podcast, we’re looking at the UK, exploring what might be in store for investors in real estate and certain related asset... 
Chart of the month: EU-turn
One of our potential surprises for 2025 was a resurgence in non-US equities. In this vein, it’s certainly been a bumper start to the year... 
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. 
The great unravelling?
The initial bout of optimism around President Trump’s agenda for the US economy appears to be fading as uncertainty rises. Is this just a temporary... 
Sub-investment grade private debt investment opportunities for life insurers under Solvency UK reform
Solvency UK reforms are allowing life insurers to assess investments in additional asset classes. One area that may be of particular interest is sub-investment grade... Recommended content for you
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