Join LGIM experts as they discuss the risks and opportunities facing investors seeking to gain access to Europe's energy transition, with a particular focus on wind, solar, battery storage and hydrogen infrastructure.

Discussion topics include:
 

• The focus on energy independence: how will this…

Core infrastructure has experienced a step-change in investor interest in recent years. Even within infrastructure, which has been increasing its share of global investors' portfolios, core infrastructure has been one of the most rapidly growing segments.

Core infrastructure's high yield, defensive attributes, and…

Identifying both the short- and long-term drivers of change for real assets.

In the context of market volatility driven by high inflation, rising interest rates and (geo)political uncertainty, infrastructure debt has shown itself to be resilient. This asset class can offer investors relatively high and stable income over the long term and steady cash flows; its distinctive features can help diversify…

In 2022, the Indian businessman was the third richest man in the world but a short report at the start of 2023 saw the value of his listed companies fall by over $100bn. The fallout has spread beyond the markets and into politics as the story of Adani has become inextricably linked to Prime Minister Narendra Modi's…

In this month's call, Sonja Laud, LGIM's Chief Investment Officer, outlines the next focus areas for investors going into the second half of 2023 in light of the recent agreement on the raising of the US debt ceiling.

The FT looks at what the football World Cup means for the country, and what will happen to the stadium infrastructure and the future of the Fifa tournament.

In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager at Impax Asset Management, about sustainability-related investing in water, the reasons behind the inflows into this asset class and the outlook for water-related businesses in a segment that…

Infrastructure equity demonstrated its resilience during the global financial crisis, COVID-19 upheaval, and inflation rate shocks of 2023. Discover the attractions of core and core-plus infrastructure investment strategies seeking to offer low volatility.

In this conversation with David Neal, CEO of IFM Investors, we explore the origins of this highly unusual institution, an ‘investor-owned global investment manager’.

Jim Chanos is the president and founder of Kynikos Associates. We cover his short thesis on the US Data Center REITs, his bear case for commercial real estate, and some broader wisdom on how management can thoughtfully respond to short sellers.

Investing in infrastructure has historically been about existing, stable and secure assets. In recent years, there has been a concerted effort to drive towards sustainable sources of power and energy needs and have resilient local infrastructure. In this instalment, Martin Lennon and Ed Clarke of Infracapital discuss the…

Given concerns about a secular rise in inflation and higher policy rates, in addition to question marks about the capacity of traditional asset classes to generate attractive investment returns, the search is on for alternatives. Private assets are worth considering as they can improve returns, reduce risk and increase…

For the first time, US scientists have achieved a fusion reaction with net energy gain. But the dream of limitless zero-carbon energy is still a long way from reality. The FT's Simon Mundy meets scientists and investors in the UK, France and US, to see how close we really are to commercial fusion power.

U.S. Senator Rob Portman, an author of the Infrastructure Investment & Jobs Act, details the legislation’s path of deployment and the role of private capital. Jim Fitterling, CEO of Dow, shares how businesses can facilitate and benefit from infrastructure modernization, while BlackRock experts identify the opportunity…

U.S. Senator Rob Portman, an author of the Infrastructure Investment & Jobs Act, details the legislation’s path of deployment and the role of private capital. Jim Fitterling, CEO of Dow, shares how businesses can facilitate and benefit from infrastructure modernization, while BlackRock experts identify the opportunity…

Saudi Arabia is racing to finish the $22B Riyadh Metro in time to modernize its capital city and open its doors to the world. With the country set to host the World Expo 2030 and as a frontrunner to host the 2034 FIFA World Cup, this is a golden opportunity for Saudi Arabia to transform its economy and improve its human…

A big reason for the historical outperformance in storage has been the demand drivers of storage, which tend to be lifecycle events—getting married or moving, the birth of a child, a climate disaster, divorce, or any life-changing event drives the demand for self-storage.

How do you see AI and Generative AI topics; as a theme or a topic in a thematic investing strategy?

In private markets in general, there are multiple opportunities going forward. The most compelling proposition right now is around private credit as one is getting paid for the unit of risk that is being taken. Watch David Newman & Emmanuel Deblanc talk about the multiple opportunities open to investors.