Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Asia where AI is made
  • 21 hours ago

Asia where AI is made_tl

Riding the AI wave without getting swept away
  • 21 hours ago

Looking back to the early days of the internet, it was clear that the technology was completely transformative; however, many investors who simply bought “anything internet” in the late 1990s ended...

Share repurchases in public REITs
  • 21 hours ago

Despite their clear financial logic under the right conditions, repurchases raise material governance challenges, particularly in executive compensation.

Market Flash: Markets face mixed signals
  • 21 hours ago

•    Despite persistent points of contention between Iran and the United States, the reopening of the Strait of Hormuz and the lifting of sanctions on Iranian oil have brought crude oil prices back...

Decoding Sector Diversity and Network Concentration in Digital Assets
  • 21 hours ago

A common assumption about the digital asset market is that it remains a monolithic asset class dominated by a small number of names. However, examining the sector composition of the S&P Cryptocurre...

AI runs on electricity. Fixed income finances it.
  • 25 Jun 2026

AI is driving a structural surge in electricity demand, shifting the bottleneck from computing to power infrastructure. Meeting this need requires investment, favouring debt financing, particularly...

Beyond beta: A framework for thematic investing
  • 25 Jun 2026

Thematic investing and hedge funds: An attractive way to capture market inefficiencies

United States: Virginia enacts paid family medical leave, joining 13 other states and D.C.
  • 25 Jun 2026

Virginia becomes the latest state to establish a paid family and medical leave program, with equal employee and employer mandatory contributions set to begin in April 2028.

What Markets Know That Headlines Don’t
  • 25 Jun 2026

Geopolitical headlines keep getting louder, but equities are staying calm. Learn how history, earnings and artificial intelligence (AI) explain the disconnect.