ESG and long-term themes

Probing the market impact of productivity gains
ESG and long-term themes

Probing the market impact of productivity gains

We survey what AI might mean for GDP growth, corporate margins, equities and fixed income.

By James CarrickChristopher Jeffery

14 Nov 2023

3 min read

Highlights from Japan’s AGM season
Aina Fukuda
ESG and long-term themes

Highlights from Japan’s AGM season

We saw improvements in board independence and diversity, more investors holding directors...
By Aina Fukuda
13 Nov 2023
3 min read
Podcast: Are companies really making progress on ESG?
LGIM
ESG and long-term themes

Podcast: Are companies really making progress on ESG?

We examine 14 years of ESG data to determine the overall trajectory, as well as looking at the...
By LGIM
09 Nov 2023
1 min read
Sustainable profits can’t be built on poverty
Angeli Benham
ESG and long-term themes

Sustainable profits can’t be built on poverty

Pressure is growing for companies to pay a living wage, and to ensure their supply chain workers...
By Angeli Benham
08 Nov 2023
3 min read
Podcast: What AI means for investors
ESG and long-term themes

Podcast: What AI means for investors

In our latest CIO call, we discuss the implications for investors of artificial intelligence, the...

By LGIM

02 Nov 2023

1 min read

March of the machines
ESG and long-term themes

March of the machines

While some companies will benefit from AI-driven efficiencies, others will find their business...
By Madeleine KingJames Odemuyiwa
26 Oct 2023
4 min read
How we’ll press for safe AI
John Hoeppner
ESG and long-term themes

How we’ll press for safe AI

We're engaging with companies on our baseline expectations on what is likely to prove a...
By John Hoeppner
25 Oct 2023
3 min read
Real assets: AI in the real world
Matt Soffair
ESG and long-term themes

Real assets: AI in the real world

The data volumes and computing power required for AI are likely to boost the prospects for data...
By Matt Soffair
24 Oct 2023
3 min read