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.

Technology

GLP injection medicine
Markets and economics

Identifying potential long-term winners from the new generation of weight-loss drugs

Countries with high levels of obesity and the means to pay for the latest treatments could benefit from increased labour supply.
Chris Franklin
By  Chris Franklin
20 Nov 2024
4 min read
Walmart_AI
ESG and long-term themes

An unlikely AI case study?

Walmart* may not be glamourous, but the American retail giant is showing the way ahead for creating potential value with artificial intelligence (AI).
Ewan BowerbankRobert White
By  Ewan Bowerbank, Robert White
30 Oct 2024
4 min read
Green energy
Markets and economics

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.
Aanand VenkatramananMichael Stewart
By  Aanand Venkatramanan, Michael Stewart
14 Oct 2024
3 min read
US Capitol building
Markets and economics

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.
Sonja Laud
By  Sonja Laud
19 Sept 2024
4 min read
University Spinout
Investment strategy

Webinar: What opportunities lie in the UK university spinout sector?

How the UK university spinout sector has grown into an institutional asset class.
LGIM team
By  LGIM team
10 Sept 2024
1 min read
Cool DC
ESG and long-term themes

Could investing in areas like robotics and cyber-security make pensions cool?

I suspect I know what you’re thinking: pensions won’t ever be cool and that’s that. But what if they were invested in areas of science...
Rita Butler-Jones
By  Rita Butler-Jones
20 Aug 2024
4 min read
eye technolgy
Investment strategy

Is US tech the only game in town?

So far, it seems impervious to monetary tightening, political dramas in Europe and fears of over-ownership. But it’s a very crowded market, and a momentum...
Robert GriffithsAndrzej Pioch
By  Robert Griffiths, Andrzej Pioch
01 Aug 2024
3 min read
Big data manipulation
ESG and long-term themes

How the exponential growth of data is changing our industry

Technology has already transformed a wide range of asset management jobs, and we believe the rate of change is only likely to accelerate from here.
Matthew Kemp
By  Matthew Kemp
16 Jul 2024
4 min read
Food farming grain
Markets and economics

Food for thought: the environmental impact of the food sector

In the first part of a new series, we examine the environmental impact of the food value chain, and consider which sectors might be best...
Stuart Briscoe
By  Stuart Briscoe
11 Jul 2024
3 min read
Pod Market
Markets and economics

Podcast: Elections, Nvidia and ballooning deficits – Market Talk

Ben Bennett tackles three big questions for investors in today.
LGIM team
By  LGIM team
27 Jun 2024
1 min read

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