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Thematic / Megatrends

Consider how global mega forces are impacting portfolios

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Source Title Topics Published Actions
State Street Investment Management Digital assets: The next frontier for markets and investors
Invesco A reset is not the end of the AI story
Standard Chartered Islamic finance’s next test: Connecting fragmented markets
Capital Group AI financing: Bubble, breakthrough or the next fixed income supercycle?
Capital Group From silicon to steel: The credit consequences of technological upheaval
Franklin Templeton Quick Thoughts: The AI Selloff and Portfolio Implications
Standard Chartered How the ASEAN-China growth story is evolving
Aviva Investors The week in markets: AI’s political test
Charles Schwab Stocks Mixed, Yields Up on Surging U.S. Job Growth
Galaxy Democrats’ Sweeping Victory Alters Landscape for Crypto, AI
Galaxy Kazakhstan Allocates $100m to Crypto Funds as Long-Term Money Accumulates
J.P. Morgan Wealth Management The blue wave is changing the AI trade
J.P. Morgan Asset Management Financing the AI buildout and its implications for credit markets
Janus Henderson Investors Quick View: An argument for the long view during AI volatility
L&G Quarterly engagement report: Q3 2026
LSEG A forward-looking approach to climate ambition in sovereign bond indices
LSEG Behind the deals: The changing shape of global M&A
Nordea AI regulation fears hit the stock market
Nordea Digital currencies: The next frontier in treasury?
Robeco Market Flash: Blue sweep sparks tech sell-off
State Street Investment Management Midterms add to an AI correction already underway
UBS Asset Management Reassessing markets, not economics
UBS Asset Management Chip rout tests AI investment case
AHAM Asset Management Berhad Monthly Market Review | October 2026
AllianceBernstein Three Market Risks Bolster the Case for Defensive Equities

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