Content (14)
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White papersBoosting digital infrastructure with private market investment
Digital infrastructure represents one of the fastest growing subsectors of the infrastructure asset class. Cloud computing and AI, for example, are showing rapid growth driving the need for ever greater connectivity and processing capacity. Matteo Colombo, Managing Director in Legal & General’s private markets business, delves into why he believes it’s crucial to ensure there’s adequate capital invested in digital infrastructure assets and how these may appeal to investors in private markets.
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White papersWhere next for the European rooftop solar market?
Despite macro headwinds, we see significant growth potential - but how transferable is the American model?
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White papersWhat does bank retrenchment mean for private credit investors?
Is bank retrenchment a myth? The GFC led to the introduction of Basel III, a set of financial reforms aiming to improve banks’ abilities to absorb shocks and increase their resilience against potential future crises.
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White papersAre companies really making progress on ESG? Read our long-term analysis to find out
In a landmark study of data going back 14 years, LGIM will provide a unique perspective on ESG progress across geographies, industry sectors and engagement themes.
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White papersCIO autumn update: An AI inflection point
AI is one of several structural changes underway, to which we must adapt on behalf of our clients – and future generations.
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BlogThe US Inflation Reduction Act: Europe’s response
In the second part of our blog series on the Inflation Reduction Act, EU leaders have outlined a package of subsidies to rival the act. Will it be enough to prevent investment flows diverting to a subsidy-rich US?
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BlogMoney, money, money: the Inflation Reduction Act
In the first of this two-part blog series, we review the impact of the Inflation Reduction Act on US real assets and consider how European governments might respond.
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BlogEU power market reform: the devil is in the detail
After an energy crisis which threatened to push millions of households into poverty last year, EU leaders now intend to reform the way power markets operate, writes Marija Simpraga, Infrastructure Research Manager at LGIM Real Assets.
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White papersRenewable energy returns – where next for investors?
As the macroeconomic environment shifts from one of low to higher interest rates, Marija Simpraga assesses how this may affect returns for investors in renewable energy projects.
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White papersReaching for net zero across asset classes
LGIM is committed to achieving net-zero greenhouse gas emissions by 2050 across all assets under management. Here’s how we’re targeting this goal within different investment capabilities.
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White papersClean energy investments: a new addition to the investors’ inflation toolkit?
While investors have typically looked to commodities as an inflation hedge, a lack of income, coupled with volatile prices, has resulted in low risk-adjusted returns. Can direct energy investments help investors guard against rising prices?
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White papersTaking the temperature of the private markets: mid-year outlook
In this private markets outlook, we outline what the headwinds facing the property sector are, why we are focusing on quality in private credit and how the clean energy infrastructure conversation in Europe is being dominated by war in Ukraine.
