Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.
Energy
Why the election won’t decide the fate of clean energy investment
Clean energy policies or monetary easing could provide near-term tailwinds, but we believe the underlying economics will remain the real driver of progress. 
US election: themes and implications
We take stock of the upcoming US election, focusing on the implications for investors across a range of asset classes. 
Private markets mid-year outlook: Uncertainty, discipline and megatrends
Our investment thesis is based around four key themes: demographics, deglobalisation, digitalisation and decarbonisation. 
Podcast: our 2024 Climate Impact Pledge
In this special episode, we mark the publication of our 2024 Climate Impact Pledge report, by discussing the highlights and key findings of our engagement... 
Challenges in a changing world: not so smooth, not so slow
How innovation can lead to rapid changes in society that smooth transition curves fail to anticipate. 
Challenges in a changing world: funding the energy transition
In the second instalment of our series on investment stewardship and the transition, we look at the role of markets. 
Near-term opportunities and long-term trends
After the correction, we assess those areas that we believe might benefit over the coming months – and the megatrends set to define the years... 
Our oil & gas sector principles: targets and actions
As responsible investors, we believe we have a vital role in ensuring companies have the right leadership and strategies to navigate the energy transition. 
The power behind clean power: carbon pricing
We explore the role of carbon pricing in incentivising lower-carbon activities. 
The power behind clean power: energy transition metals
In the first of two blogs, we explore the role that metals will play in powering the transition to renewable energy. 
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