Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Nature Index 2025: The world’s top 10 institutions for social-sciences research
  • 13 hours ago

American institutions lead the way in this newly added Nature Index subject.

Weekly market insights: AI, inflation, and the Fed's next move
  • 14 Jul 2026

AI demand, energy risks, and inflation pressures test market resilience and the Federal Reserve’s outlook on monetary policy.

Crypto Breadth Report - July 14, 2026
  • 14 Jul 2026

MarketVector

Real Estate: From Repricing to Relevance
  • 14 Jul 2026

Commercial real estate is entering a new phase. Artificial intelligence and geopolitical volatility are reshaping how physical space is used and valued.

Positive structural case for EM won’t collapse under a few Fed hikes
  • 14 Jul 2026

EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed hike expectations...

Japanese equities: Broad AI ecosystem opportunities and rate normalisation reshape the investment case
  • 14 Jul 2026

The opportunity set for Japanese equities stretches far beyond the market's headline winners.

Through a new lens: Managing the risks of AI wearables in healthcare
  • 14 Jul 2026

AI smart glasses pose significant HIPAA, privacy, and cybersecurity risks in healthcare. Organizations should conduct formal risk assessments and cautious governance before deployment.

The Rise and Rise of Private Debt for Insurance Investors
  • 13 Jul 2026

Private debt keeps gaining ground in insurance portfolios for many reasons. Private debt is increasingly valued for how it can help insurers operationally and strategically: support liability match...

Navigating Japan Equities: Monthly Insights from Tokyo (July 2026)
  • 13 Jul 2026

This month we discuss the market reaction to perceived political pressure on the Bank of Japan. We also assess Japan’s “AI Basic Plan”; while the strategy’s effectiveness is difficult to gauge at t...