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.
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ETFs

ESG and long-term themes

Themes: the sectors of the future?

Why we aren’t surprised that thematic ETF strategies are poised to overtake sector-based approaches.  
By Cosmo Elms

ESG and long-term themes

The hydrogen economy: your questions answered

In this post, we tackle some of the key issues that investors and journalists have recently raised with us about hydrogen as a green technology and growth theme.  ;
By Aanand Venkatramanan

ESG and long-term themes

Pride, prejudice and ecommerce

The triumph of ecommerce isn’t about traditional versus online retailers; it’s about those who have embraced disruptive technology.  ;
By Aude Martin

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

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

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

Investment strategy

The trillion-dollar question for Europe’s ETFs

ETFs in Europe have enjoyed strong growth, but we believe investors deserve more clarity about the true liquidity of this important market.  ;
By Annacarla Dellepiane

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

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

What happens when central banks buy equity ETFs?

It is not unthinkable that other major central banks could follow the Bank of Japan’s lead and buy equity ETFs; the Japanese experience offers lessons on how ETF investors can support society more broadly.  ;
By Cosmo Elms

Investment strategy

ETFs pass their bear test

Fears about the liquidity of ETFs have accompanied their incredible popularity, but the recent bear market has demonstrated that they have remained tradeable.;
By Annacarla Dellepiane

ESG and long-term themes

Rare Disease Day: raising awareness

More than 300 million people around the world suffer from what are known as rare diseases. Pharmaceutical companies have not historically focused on these illnesses, but new incentives are encouraging them to do so and breakthroughs are occurring.;
By Tobias Merfeld

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