Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Must Read Research: Fed Hiking Cycle; Brazil Optimism; Australia's AI Boom; AV Commercialization
  • 23 Sep 2026

In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning examines economies moving in different directions as inflation, policy, and investment tr...

Business Insights | Future-Proofing Footprint: Optimising Asia Pacific Life Sciences Location Strategy
  • 23 Sep 2026

Introduction: An Evolving Geography The Asia Pacific life sciences industry is in a state of flux, driven by shifting global supply chains, rising medical inflation, and a strong

Resilient workers perform twice as well as their peers
  • 23 Sep 2026

The world of work is being reshaped by economic uncertainty, demographic shifts and rapid technological advances. New research from Zurich Insurance Group (Zurich) and Oxford Research & Development...

Agentic AI and governance
  • 22 Sep 2026

Agentic AI is raising governance demands. Learn how transparency, accountability and oversight shape AI-driven decisions and workflows.

Income Generator: Monetizing Macro Moments
  • 22 Sep 2026

George Bory and Maulik Bhansali explain how policy shifts, artificial intelligence (AI) financing, and global divergence are reshaping fixed income markets, creating opportunities for income genera...

Why Top 10 ETFs? Small Group. Big Impact. ETF Watch
  • 22 Sep 2026

Focused exposure to leading companies across quantum computing, space, robotics, and Asia memory...

Markets Edition: Hawkish Central Banks, USDJPY and the Return of Bitcoin
  • 22 Sep 2026

Dirk Willer and Alex Saunders discuss investment strategies in light of a flurry of recent developments, ranging from hawkish central banks (with a dovish surprise from the Bank of Japan) to crypto...

Q&A with Climate Scientist David Victor, Part 2: AI Data Centers and Resources
  • 22 Sep 2026

Data centers want power fast. This has affected the energy sources used to power new data centers and is also starting to transform the grid.

Global Fixed Income Views 4Q 2026
  • 22 Sep 2026

Evidence of central banks’ independence and inflation fighting credibility, solid economic data and corporate profits, robust capex and resilient consumers lift the likelihood of expansion to 85%,...