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

The post-COVID economy: ecommerce explosion

In this first of a series of blogs exploring how COVID-19 has disrupted the global economy and the implications for investors, we look at the acceleration of ecommerce’s growth.  
By Jennifer Wong

ESG and long-term themes

Gilts go green

The UK is looking to create a ‘green curve’ of sovereign bonds. What does this mean for investors?  ;
By Anne-Marie Morris (née Cunnold)

ESG and long-term themes

How the rise of renewable energy is burying fossil fuels

The growth of green energy owes as much to simple economics as it does to environmental activism.  ;
By Aude Martin

ESG and long-term themes

Ocado’s Amazon moment?

Ocado has just announced the acquisition of two robotics companies, bringing together two long-term themes which are transforming the global economy.  ;
By Luca Ramotti

ESG and long-term themes

'Tis the season to fear the seasons!

During what could be the warmest year on record, we will continue to help spur companies in critical sectors to step up on climate issues.  ;
By Iancu Daramus

ESG and long-term themes

The critical role of defence companies in cyber security

Cyber security isn’t just provided by technology companies; the defence industry is also developing innovative solutions to these new threats.  ;
By Aude Martin

ESG and long-term themes

A fossil fuel-free future?

We believe climate risks and opportunities can be better addressed through modelling and careful analysis than with the blunt tool of divestment across an entire sector.  ;
By Sarah Peasey

ESG and long-term themes

Expanding our Climate Impact Pledge

We have made our engagement with companies critical to the energy transition deeper and wider, to help meet the vital goal of net zero carbon emissions.  
By Meryam Omi

ESG and long-term themes

ESG in LDI and derivatives

Penguins aren’t in Somalia, but ESG can definitely be in derivatives!  
By Anne-Marie Morris (née Cunnold)

ESG and long-term themes

Having your synthetic equity cake and ESG-ing it

How investors can keep synthetic equity exposure without sacrificing their responsible investment goals.  ;
By Femi Bart-Williams

ESG and long-term themes

Tesla’s Battery Day: the drive to improve battery technology

The latest update on Tesla’s battery initiatives demonstrates the remarkable progress being made in this market.  ;
By Aude Martin

ESG and long-term themes

Client communication without the commute

As we face another six months of social distancing, what have we learned about the best ways to stay in touch with clients?  ;
By Matthew Kemp

ESG and long-term themes

Income inequality: working together to improve equality

How do we engage companies to help reduce income inequality?  ;
By Angeli Benham

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

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