Technology (96)

Is now a good time to invest in renewable energy?
ESG and long-term themes

Is now a good time to invest in renewable energy?

Timing any market is notoriously difficult. Does this apply to green infrastructure?

By Marija Simpraga

14 Mar 2024

7 min read

Value meets vision: the rise of innovation capital
Jason Lee
Investment strategy

Value meets vision: the rise of innovation capital

In the first instalment of a two-part blog, we chart the increasing importance of intangible...
By Jason Lee
23 Jan 2024
3 min read
Do Bitcoin ETFs herald a new era for cryptocurrencies?
Investment strategy

Do Bitcoin ETFs herald a new era for cryptocurrencies?

We see many use cases for blockchain, but we don't think cryptocurrencies will usurp fiat...
By Simon BellAsset Allocation
15 Jan 2024
3 min read
Where next for the European rooftop solar market?
Real assets

Where next for the European rooftop solar market?

Despite macro headwinds, we see significant growth potential - but how transferable is the Americ...
By Marija SimpragaYilin Wang
07 Dec 2023
4 min read
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

Identifying upstream enablers in the AI revolution
ESG and long-term themes

Identifying upstream enablers in the AI revolution

The cycle of more data leading to more sophisticated AI models means we expect the rate of change...
By Aanand VenkatramananAude Martin
06 Nov 2023
4 min read
Podcast: What AI means for investors
LGIM
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