Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Artificial Intelligence - Claims against law firms
  • 1 day ago

How Generative Artificial Intelligence (AI) is playing a role in professional indemnity (PI) claims against law firms

Beyond the Magnificent Seven: How US SMID caps are riding the AI wave
  • 1 day ago

US SMID companies are emerging as quiet powerhouses in the AI economy.

Target AI and policy-led growth, from US to emerging markets
  • 1 day ago

As AI powers large-cap growth companies and lifts emerging market sentiment, monetary easing and deregulation are creating opportunities in cyclical sectors like small caps and banks.

Carmignac Portfolio Tech Solutions at the time of the AI revolution
  • 1 day ago

As concerns about a potential artificial intelligence bubble continue to grow, investors are asking themselves: are AI companies overvalued?

MarketVector™ Crypto Heat Index — Measuring Market Temperature
  • 1 day ago

Jonas Weber, Digital Assets Analyst

Forward with focus
  • 1 day ago

Discover how AI and evolving policies are creating unprecedented opportunities. Access authoritative insights from experts to stay informed and prepared in today’s rapidly changing world.

Equity Market Outlook 2026
  • 1 day ago

AI optimism underpins global equities in 2026, but policy risks, volatility, and valuation concerns call for a selective investment approach in the year ahead.

Target AI and policy-led growth from US to emerging markets
  • 1 day ago

As AI powers large-cap growth companies and lifts emerging market sentiment, monetary easing and deregulation are creating opportunities in cyclical sectors like small caps and banks.

Macroeconomic Outlook 2026
  • 1 day ago

Global economic expansion continues, supported by policy shifts, AI investment, and fiscal stimulus. But uncertainty lingers amid trade and geopolitical risks.