Thematic / Megatrends

Consider how global mega forces are impacting portfolios

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Beyond the blockchain: The changes needed for tokenised funds to realise their full potential
  • 11 Sep 2026

Tokenisation is no longer theoretical. Learn why breaking down digital asset “walled gardens” could unlock liquidity, efficiency, and growth.

By Janus Henderson Investors In Digital Assets, Thematic / Megatrends, Equities
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Why Thailand's Industrial Real Estate Can't Keep Up with Its Own Ambitions
  • 11 Sep 2026

Barely a week goes by without a government announcement positioning Thailand as the next hub for data centers, semiconductor manufacturing or AI supply chain infrastructure. The ambition is consist...

By CBRE In Emerging Markets, Private Markets, Thematic / Megatrends, Macro
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Beyond electrification: Why infrastructure, industrial ecosystems and geography could shape the next phase of the energy transition
  • 11 Sep 2026

By Carmignac In Thematic / Megatrends, Private Markets, Commodities, Sustainability
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US Perspectives: Moderna – the next act
  • 11 Sep 2026

Could personalised mRNA treatment give Moderna a durable second act beyond Covid?

By Baillie Gifford In Macro, Thematic / Megatrends
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Health Care innovation at an inflection point
  • 10 Sep 2026

Explore how Health Care’s defensive characteristics combined with innovation-led growth may strengthen the sector’s long-term role in equity portfolios.

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By State Street Investment Management In Equities, Thematic / Megatrends, Portfolio Construction
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Enhancing the climate-aware framework
  • 10 Sep 2026

Integrating engagement sentiment and green opportunities

By UBS Asset Management In Thematic / Megatrends, Sustainability
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The materials helping AI get physical
  • 10 Sep 2026

Watch the video on investing in Smart Materials: The materials helping AI get physical

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By Robeco In Thematic / Megatrends
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Why AI needs Smart Energy
  • 10 Sep 2026

Watch the video: Why AI needs smart energy

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By Robeco In Thematic / Megatrends, Commodities
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Power up your future: Making electrification resilient, financeable and insurable
  • 10 Sep 2026

The global shift to electrification is more than an energy transition; it is a value chain transformation requiring smarter decisions.

By WTW In Commodities, Thematic / Megatrends, Sustainability, Equities
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