Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Fibre, power and data centres: Europe’s digital autonomy imperative
  • 20 hours ago

Europe’s quest for greater autonomy is often framed through the lens of regulation, industrial policy, and strategic technologies such as semiconductors, cloud computing, and AI.

The Capex Cycle: From Investment to Growth
  • 20 hours ago

What is driving the next phase of economic growth? Our latest Capital Insights explores how capital expenditure, particularly AI-driven investment, is shaping productivity, earnings, and the broade...

Stewardship Across Generations: A Stronger Model for Japan’s Boards
  • 04 Jun 2026

Japanese companies favor seniority, but there may be material benefits to multigenerational boards. Japan has made major strides in corporate governance over the past decade. Reforms have included...

Global Fixed Income Strategy – Monthly Update
  • 04 Jun 2026

US growth is increasingly driven by AI and tech capex, but spending still isn’t large enough to push the US to a strong 3.5-4% growth scenario.

The Structural Case for Sustainable Infrastructure
  • 04 Jun 2026

Learn how sustainable infrastructure indices provide exposure to energy transition, AI infrastructure and climate adaptation themes.

AI: Focusing on Convertible Bonds
  • 04 Jun 2026

Convertible bonds allow investors to capture AI-driven growth while diversifying the risk associated with hyperscalers in equity indices.

Funding as the New AI Bottleneck: What Alphabet’s Move Reveals
  • 04 Jun 2026

Technology prowess and financing discipline will determine who stays ahead in the AI race. In the first phase of the generative AI boom, the winning strategy was straightforward: own the physica...

The structural case for sustainable infrastructure
  • 04 Jun 2026

Learn how sustainable infrastructure indices provide exposure to energy transition, AI infrastructure and climate adaptation themes.

Why Asia may be the biggest winner of the global AI boom
  • 04 Jun 2026

Asia anchors the global AI ecosystem through semiconductors and cost-efficient deployment, with divergent labor outcomes and proactive tax policies shaping growth.