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
Why is AI so thirsty?
In the first part of a new series on AI and water, we explain why these systems could soon be consuming around five times as... 
Unlocking quantum potential: Securing digital infrastructure
Why we believe the efforts to ensure data security in the quantum computing age will have significant implications for digital infrastructure investment. 
Revisiting the lessons of 2022-2023
The trajectory of inflation and interest rates will likely play a crucial role in determining infrastructure capital flows and valuations next year. 
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. 
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). 
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. 
Webinar: What opportunities lie in the UK university spinout sector?
How the UK university spinout sector has grown into an institutional asset class. 
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... 
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... 
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