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.

ESG and long-term themes

ESG and long-term themes

Income inequality: a material impact

Neglecting low-income households, already hit by the global pandemic, has a material impact on society and will inevitably hurt corporate values.  
By Angeli Benham

ESG and long-term themes

Stumbling stocks: Tech-tastrophe or tech-tantrum?

After months of smashing through record upon record, the ‘mega techs’ have taken a precipitous plunge. Is it time to tech out other options?;
By Lars Kreckel

ESG and long-term themes

Are we at an inflection point or a reflection point?

It is difficult to reconcile the recent exuberance of financial markets with the problems we see in the real economy around us. Focusing on long-term themes may help investors through this tension.  ;
By Peter Finn

ESG and long-term themes

Blackouts and batteries: making electricity grids more resilient

The unveiling of the world’s largest battery storage project is an important step in the global transition to using more renewable sources of power. It should also spur us to do more, faster.  ;
By Aanand Venkatramanan

ESG and long-term themes

Are ESG funds tech strategies in disguise?

We welcome ‘techwashing’ scrutiny and believe this will lead to stronger investor outcomes in the future.  ;
By Shaunak Mazumder

ESG and long-term themes

What has changed for thematic investing?

I recently discussed developments in how investors are approaching themes and ESG considerations on Bloomberg.  ;
By Howie Li

ESG and long-term themes

Is the market for hydrogen fuel just hot air?

Hydrogen is up in the air as a fuel source, but demand for alternative battery technologies is still well grounded.  ;
By Aanand Venkatramanan

ESG and long-term themes

How COVID-19 may supercharge demand for electric vehicles

Economic lockdowns have stopped many people from buying new cars, but against this challenging backdrop electric vehicles have gained market share.  
By James Odemuyiwa

ESG and long-term themes

Don’t forget the other type of virus

The pandemic has emphasised the importance of building resilience into the economy; we should take the same approach to protecting ourselves from cyber threats.  
By Aanand Venkatramanan

ESG and long-term themes

Talking about black on Bloomberg

Justin Onuekwusi, Head of Retail Multi-Asset Funds, recently spoke with Bloomberg about the #talkaboutblack campaign and how we can improve diversity in the financial industry.;
By Justin Onuekwusi

ESG and long-term themes

The ESG story: Icarus or Cinderella?

Purely as a matter of financial theory, high demand for highly rated ESG stocks should depress the returns available from them; should investors be worried?;
By Fadi Zaher

ESG and long-term themes

#IAM: We stand together with our team mates

This year we are raising money for a wonderful charity focused on helping young people from unprivileged backgrounds; we hope you enjoy the song we have recorded as part of our efforts!  ;
By Emiel van den Heiligenberg

ESG and long-term themes

Japan’s AGM season: Looking to next year and beyond

We will support reforms that ensure AGMs in Japan deliver accountability more inclusively.  ;
By Aina Fukuda

ESG and long-term themes

Japan’s AGM season: A year like no other

COVID-19 has only amplified the importance of issues related to ESG and resilience, so we will remain committed to our stewardship policies in Japan.  ;
By Aina Fukuda

ESG and long-term themes

Cloud cover: cyber security in the age of remote working

The sudden switch to remote working has made cloud-based services central to corporate resilience planning, but poses security challenges that specialist providers are rising to meet.  ;
By Aude Martin

ESG and long-term themes

We are not alone: biodiversity is key to a sustainable future

Biodiversity matters for many reasons; investors should take note.  ;
By Clinton Adas

Sign up for email alerts

Latest articles in a weekly digest

Please select your location

Europe

North America

Asia

Please select your investor type

Please select your investor type