Technology (110)

Challenges in a changing world: funding the energy transition
ESG and long-term themes

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 t...

By Stephen Beer

05 Jun 2024

4 min read

Near-term opportunities and long-term trends
Robin Martin
ESG and long-term themes

Near-term opportunities and long-term trends

After the correction, we assess those areas that we believe might benefit over the coming months ...
By Robin Martin
29 May 2024
3 min read
How automation is transforming logistics
Investment strategy

How automation is transforming logistics

Ever wondered what goes on inside a giant high-tech logistics site? We share our insights from a...
By Aude MartinMatthew Kemp
23 May 2024
3 min read
Bubble trouble: is the stock market riding for a fall?
Emiel van den Heiligenberg
Investment strategy

Bubble trouble: is the stock market riding for a fall?

It's hard to tell when a bubble is about to burst, but the LGIM Bubble Index suggests we aren't a...
By Emiel van den Heiligenberg
07 May 2024
3 min read
Podcast: What megatrends will define the future of real assets?
ESG and long-term themes

Podcast: What megatrends will define the future of real assets?

The narratives shaping the portfolios of 2030 and beyond.

By LGIM

23 Apr 2024

1 min read

Something's gotta give
Markets and economics

Something's gotta give

Consensus is clustered around a trilogy of lower inflation, rate cuts and continued growth. Is th...
By Emiel van den HeiligenbergTim Drayson
22 Apr 2024
3 min read
The watchlist: Emerging sectors for 2030 and beyond
Robin Martin
ESG and long-term themes

The watchlist: Emerging sectors for 2030 and beyond

As the global economy evolves, we believe it is increasingly vital to build expertise in emerging...
By Robin Martin
16 Apr 2024
6 min read
Artificial intelligence: incrementum ex machina
Matthew Rodger
Markets and economics

Artificial intelligence: incrementum ex machina

An AI boom will initially be lopsided, with some countries and groups benefitting more than other...
By Matthew Rodger
10 Apr 2024
4 min read