ESG and Long-Term Themes

Generative AI in data centres part 3: How GenAI shapes AI sovereignty and data centre investment

In part 1 of this blog series, we introduced the physical infrastructure needs for data centres that support AI. In part 2, we described how those needs could change as AI evolves. In this final instalment, we consider how capital flows for data centre investment are shaped by AI sovereignty and geopolitics, and how the evolution of GenAI will increase their impact.

Generative AI in data centres part 2: The evolution of GenAI and data centre investment implications

In the second of our latest digital infrastructure blog series, we explore the evolution of GenAI and its possible impact on demand for data centre assets.

UK universities: A nexus for Private Market investment

Our report examines the economic drivers, growth potential, potential achievable returns, and the place for university-related investments in institutional investors’ portfolios.

Generative AI in data centres part 1: A primer

In this first of a three-part series, we look at how GenAI is fuelling a surge in data centre investment, enabling the development of facilities that can house and cool high-power AI chips.

Investing in a quantum future: UK university technologies are aiming to lead the way

Our recent paper looks into the institutional investment opportunity in quantum computing and how UK university spin-outs are furthering innovation in this sector.

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.

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?

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.

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.

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.

More from L&G

L&G Blogs Asset Management

Our latest views on markets, investment strategy and long-term themes.

L&G Talks Asset Management: an investment management podcast

Conversations about the global economy, and how investors can take advantage of these opportunities.

Events

Find out more about the range of educational events for professional investors, as well as the industry events L&G attends.

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. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from L&G's Fund Centres.

While L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.