Thematic / Megatrends

Consider how global mega forces are impacting portfolios

The AI Boom Runs Through Emerging Markets
  • 28 Aug 2026

Discover how emerging markets support AI chips, data centers and materials.

The week in markets: Nvidia in the spotlight
  • 28 Aug 2026

Markets navigated shifting geopolitical tensions, resilient economic data and blockbuster Nvidia earnings, with the AI theme finishing the week back in the driving seat.

Mind the cap(ex): why sterling credit may be less exposed to the AI debt wave
  • 28 Aug 2026

The race to build AI is reshaping corporate bond markets. Could the sterling market’s relative insulation offer some potential benefits?

Can AI make essential minerals greener? Rethinking rare earths for the energy transition
  • 28 Aug 2026

Discover how AI is transforming critical minerals and rare earth production, from smarter mining exploration and recycling to new materials for the energy transition.

Chairman Warsh’s Jackson Hole Speech Emphasizes Price Stability
  • 28 Aug 2026

The Federal Reserve chairman discussed monetary policy principles, the economy, and AI – and left little doubt the Fed is focused on taming inflation.

Weekly Market Monitor
  • 28 Aug 2026

Stay connected with our Weekly Market Monitor, featuring a thematic chart, key market developments, and valuable investment insights across asset classes each week.

Weekly Market Monitor
  • 28 Aug 2026

Stay connected with our Weekly Market Monitor, featuring a thematic chart, key market developments, and valuable investment insights across asset classes each week.

Where the AI edge really lies
  • 27 Aug 2026

Agentic AI in asset management: the edge shifts from model access to controlled workflows that improve research quality and governance.

Small-Cap Stocks Step Out of Big Tech’s Shadow
  • 27 Aug 2026

Beyond the AI battleground issues, the rebound in smaller stocks points to broader return potential.