Thematic / Megatrends

Consider how global mega forces are impacting portfolios

The SRI Chronicles: “Security, baby, security!”
  • 24 Apr 2026

Following our previous editorials, “Cheaper, baby, cheaper” and “Jobs, baby, jobs,” the latest developments in the war in Iran have brought the urgent need for energy security in Europe and elsewhe...

U.S. Small Growth Commentary
  • 23 Apr 2026

While the prospect of declining interest rates and improving earnings growth has driven more attention to the small cap asset class broadly, we remain most excited about structural tailwinds, inclu...

U.S. Small-Mid Commentary
  • 23 Apr 2026

While the prospect of declining interest rates and improving earnings growth has driven more attention to the SMID cap asset class broadly, we remain most excited about structural tailwinds the ass...

What 6,000 researchers think about the future of science
  • 23 Apr 2026

Funding worries and publishing trends loom large in the minds of scientists surveyed by Nature Index.

Wikipedia-based AI model reveals the 100 technologies to watch
  • 23 Apr 2026

Researchers mined the online encyclopedia to find the innovations that are gaining momentum fastest in science and industry.

Ecosystem Convergence in Trade Finance: Building an Integrated Future for Global Corporates
  • 23 Apr 2026

Global trade finance continues to be challenged by fragmented platforms, data silos, and paper heavy processes that limit visibility and slow decision making. This article explores how ecosystem co...

Absolute return: Tech and trust in a hyper competitive world
  • 23 Apr 2026

When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.

SI Debate: Resilience as an investment imperative
  • 23 Apr 2026

Resilience is now an investment edge. Learn how energy, resources and climate risks reshape strategy—and where opportunities emerge.

On My Mind: Geopolitical shock meets structural trends
  • 23 Apr 2026

The Iran conflict is the headline—but deglobalization and innovation are the story. Franklin Templeton Fixed Income CIO Sonal Desai shares her perspective on the two structural shifts that she beli...