Thematic / Megatrends

Consider how global mega forces are impacting portfolios

AI Ethics and Regulation: How Investors Can Navigate the Maze
  • 16 hours ago

From potentially brand-damaging ethical risks to regulatory uncertainty, AI poses challenges for investors. But there is a path forward.

Denmark continues to dominate country ESG rankings
  • 16 hours ago

See which countries lead ESG in 2026, how governance shapes outcomes, and why cybersecurity is now a sovereign risk factor.

2026 Midyear Investment Outlook – China Equities
  • 16 hours ago

Discover the 2026 midyear outlook for China equities, as AI innovation, policy support, earnings recovery, and liquidity shape market opportunities.

2026 Midyear Investment Outlook - Asia Equities
  • 16 hours ago

Explore the 2026 midyear outlook for Asia equities, from AI-driven growth and chip momentum to North Asia leadership and geopolitical risks.

The return of the LBO in a selective market
  • 16 hours ago

Persistent macroeconomic volatility, geopolitical tensions and AI-driven disruption have all shaped the start of 2026. It has also marked the return of the leveraged buyout (LBO).

Sustainable investing: Power, compute and capital – inside the AI infrastructure supercycle
  • 28 May 2026

AI is simultaneously reshaping the economy, sustainability frameworks and portfolio construction. Discover how active investors are navigating disruption, carbon intensity and durable opportunity i...

SPACEX IPO AND BEYOND ACCESSING INNOVATION IN THE PRIVATE MARKETS
  • 28 May 2026

Late‑stage private companies are driving a growing share of innovation, against a backdrop of reopening IPO markets and evolving investor access to private opportunities.

India’s new NDC – the final piece in the 2035 climate targets puzzle
  • 28 May 2026

India’s 2035 NDC completes the global climate picture—balancing growth and emissions while shaping investor views on climate risk and transition.

Energy Shocks, Rising Yields, and the Case for Bonds
  • 28 May 2026

Are bonds a good investment right now? Group CIO Dan Ivascyn explains why elevated yields are creating compelling opportunities across global markets, and how investors can navigate a shifting cred...