Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Must Read Research: Fed Hiking Cycle; Brazil Optimism; Australia's AI Boom; AV Commercialization
  • 16 hours ago

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...

Private credit liquidity depends on more than tokenisation
  • 16 hours ago

Explore Apex Digital 3.0, a scalable digital finance platform offering AI-powered fund services, tokenisation, stablecoins, and digital asset solutions.

AI and Private Credit: Assessing risk and finding opportunity
  • 16 hours ago

How is AI reshaping risk and opportunity in private credit? Explore how disciplined underwriting and selectivity can help investors navigate an increasingly uneven landscape.

AI’s climate challenges and the potential opportunities
  • 16 hours ago

By Crystal Geng, Asia ESG Research Lead, and Thibaud Clisson, Climate Change Lead Artificial intelligence has rapidly become the emblem of technological progress, promising breakthroughs across...

Talking Heads – Is the market underestimating China’s AI potential?
  • 16 hours ago

While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. From the rise of the Star 50 – an index tracking 50 stocks l...

Bitcoin Consolidates While Rates Rise with Beimnet Abebe
  • 16 hours ago

Alex Thorn talks with Beimnet Abebe (Galaxy Trading) about Bitcoin price action, market cycles, Treasury rates, inflation, and AI stocks.

Quantifying the Net Value of AI Infrastructure in Saudi Arabia
  • 16 hours ago

The global race to build domestic artificial intelligence (AI) infrastructure has placed AI data center (AIDC) investments at the forefront of this competition. Yet, policymakers commit capital to...

Update from Justin Young, RICS CEO - September 2026
  • 16 hours ago

Recently I have been reflecting on relevance. It is a word I hear often when talking about surveying, whether in conversations about the skills needed to deliver more homes, the way we connect with...

AI governance in asset management: four questions investors should ask
  • 16 hours ago

Agentic AI governance for investors: use grounding, stability, permissioning and accountability to enable safe AI-supported workflows.