


Spotlight on the world’s strongest brands: TSMC
In this blog series, we focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors. First up is chipmaker TSMC*.
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist.
Active Fixed Income Outlook: Politics vs. economics
Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets?
Why diversification is key to a resilient portfolio
In the first of a series on overcoming equity market concentration risk, we consider alternatives to a traditional portfolio, and provide a practical guide to dealing with market volatility.
In uncertain times, focusing on flexibility is key
How unconstrained strategies can help investors navigate volatile environments.
A fresh perspective on EM: advanced economies hiding in plain sight
Who’s richer: Japan or China? The answer reveals why GDP per capita doesn’t tell the whole story.
Innovative water management: the future of data centres
From water treatment technologies to smart water management, water tech innovations are increasing the efficiency of data centres.
L&G Thematic ETFs quarterly performance
Themes declined in the final quarter of 2024, with November’s gains offset by declines in October and December.
Why is AI so thirsty?
In the first part of a new series on AI and water, we explain why these systems could soon be consuming around five times as much water as Denmark every year.
“Rendement en duurzaamheid sluiten elkaar niet uit in de markt voor Europese bedrijfsobligaties”
“Met de integratie van ESG-factoren in onze bottom-up kredietanalyses laten we zien dat financiële prestaties en duurzaamheid met elkaar samenhangen in plaats van dat het tegengestelde doelen zijn.” Dat zegt Marc Rovers, hoofd euro credit bij Legal & General Investment Management.