Markets Recon

Thematic / Megatrends

Consider how global mega forces are impacting portfolios

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All Thematic / Megatrends insights.

Source Title Topics Published Actions
Invesco A reset is not the end of the AI story
Standard Chartered Islamic finance’s next test: Connecting fragmented markets
AHAM Asset Management Berhad Monthly Market Review | October 2026
AllianceBernstein Three Market Risks Bolster the Case for Defensive Equities
Columbia Threadneedle Investments Global technology investing: AI and beyond
Janus Henderson Investors Integrating climate & biodiversity: Unlocking value in portfolio management
Adams Street Partners PEI Keynote Interview: Capturing the Next Breakthrough
Aviva Investors Security and transition: How energy is impacting sovereign debt
J.P. Morgan Wealth Management A loving gift: The ethical will
Janus Henderson Investors The Future of Decumulation – why retirement planning needs a new approach
Lazard Asset Management New Manufacturing Race Is Being Won Through Automation
PNC AI in Treasury: Driving Smarter Decisions While Managing Risk
Robeco Higher bond yields in an era of abundant supply
Royal London The Viewpoint: What’s the point of stock markets?
S&P Dow Jones Indices Introducing the S&P Kaiko Digital Asset Indices
S&P Global Sodium Rising: Rethinking the future of energy storage
S&P Global Dr. Copper's Diagnosis: What Copper Is Telling Us About the Global Economy
S&P Global After the Shock: What's Next for LNG?
S&P Global Quagmire: Scenario planning a case for lasting oil markets disruption
State Street Investment Management Tin hats and tunnel vision: Equities and higher yields
WTW Beyond capacity: managing risk in Asia’s data center growth
WTW Why You Can’t “Moneyball” Catastrophe Risk
RBC Wealth Management Weathering the storm – climate risks, premiums, and what it means for investors
Charles Schwab Stocks Plunge on AI Fears, Volatility Erupts
Citi Custody+ and the Future of Market Intelligence

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