Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Security, supply and the energy transition
  • 23 hours ago

Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opp...

Beyond individual bonds: Why target maturity ETFs may be a better way to build bond ladders
  • 23 hours ago

By staggering maturities over time, ladders can help investors avoid reinvesting large portions of a portfolio at a single point in the rate cycle while maintaining visibility into future cash flows.

Hedge Fund Outlook H2 2026
  • 23 hours ago

The cycle is shifting. Beta is fading. Dispersion is rising. AI is fragmenting. Read in our Hedge Funds Outlook H2-2026 which strategies win

An alternative model: China’s low-cost AI strategy
  • 22 Jul 2026

China’s low-cost AI strategy is reshaping the race for AI leadership, driven by efficient models, chip innovation and growing enterprise adoption.

Closing the gap between post-incident improvements and cyber insurance coverage
  • 22 Jul 2026

Post-incident improvements can create costly coverage gaps in cyber insurance. Understand how policies respond and how to align coverage with risk.

At the Edge of Insurability: When Wildfire Risk Becomes Investment Risk
  • 22 Jul 2026

Wildfires offer a case study in how climate-related risks can spread to capital markets. From severe wildfires in northern Ontario to record heat across Europe, extreme weather is back in the headl...

Beyond Demographics: Investing in Living
  • 22 Jul 2026

Insights from our portfolio managers

Climate investing myth busters: Five things people get wrong about low-carbon approaches
  • 22 Jul 2026

Climate investing is often assumed to involve a trade-off: better environmental outcomes in exchange for weaker performance. That assumption is too simplistic.

Japan Investment Commentary and Market Outlook June 2026
  • 22 Jul 2026

Market gains despite volatilityJapanese equities advanced in June despite volatility in AI-related stocks and ongoing...