ESG and Long-Term Themes

Deglobalisation 2.0: Infrastructure

While the infrastructure sector is large and diverse, we’ve chosen to focus our last blog of this series on the digital sector where the long-term scale of asset creation is likely to be especially large and the implications of deglobalisation may be particularly relevant.

by Dr. James Tyrrell

Private Markets, Real assets, Interest rates

Deglobalisation 2.0: Real estate

Real estate has shown it can perform even amid higher inflation and rising rates, providing growth is strong. How does a ‘deglobalising’ world change the picture?

4 min read

by Bill Page

Private Markets, Politics, United States, Global thematic

Deglobalisation 2.0: Private equity and private credit

In the next instalment of our series on deglobalisation, we look at whether 2025’s macro environment is still conducive to a recovery in the private equity space and still supportive of potential outperformance in private credit.

3 min read

by Lushan Sun

Private Markets, United States, Real assets

Deglobalisation 2.0: The macro picture

Deglobalisation is a mega-trend we see impacting the investment landscape over the long term. In this, the first of a four-part series, we look at the macro impact of an increasingly diverging world on private markets.

4 min read

by Robin Martin

Aligning financial performance and climate in active fixed income

Positive climate impacts and financial returns are not incompatible. This is how LGIM’s AFI team factors climate change into our portfolios.

3 min read

Climate change: Inaction is not an option

Seeking to deliver an active approach to engagement and investing

1 min read

Private markets mid-year outlook: Uncertainty, discipline and megatrends

Our investment thesis is based around four key themes: demographics, deglobalisation, digitalisation and decarbonisation.

3 min read

by Robin Martin , Bill Page & Marija Simpraga

How private credit can drive the net zero transition

The sheer magnitude of capital requirements for the net zero transition represents a historic opportunity for private credit investors.

1 min read

Insights from 14 years of ESG data

How have companies’ long-term ESG scores changed over the past decade and a half? Our whitepaper answers these questions, as well as considering the next chapter of the global ESG integration story.

Whitepaper: How batteries and lithium are powering the energy transition

In a new whitepaper, we explore the fundamentals of the battery value-chain, with a focus on lithium

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Key risks

The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested.
Whilst we have incorporated ESG information into investment decision making and stewardship practices, there can be no assurance that any responsible investing goals will be met.