Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Equity Outlook: AI Enthusiasm Leaves Little Margin for Error
  • 02 Jul 2026

AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...

The Physical Limits of AI: Where Scarcity Is Creating Opportunity
  • 02 Jul 2026

ClearBridge Investments: AI-driven demand is creating pricing power across the technology supply chain, presenting opportunities for select industry leaders while requiring active management to nav...

Should investment grade prime office landlords worry about AI?
  • 02 Jul 2026

AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.

Crypto Breadth Report - July 02, 2026
  • 02 Jul 2026

MarketVector

Equities Climb as Investors Look Beyond AI Leaders
  • 02 Jul 2026

A review of the week’s top global economic and capital markets news.

Monthly Macro: AI Booms, Inflation Bites, Fed Shifts
  • 02 Jul 2026

William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair’s 46th Growth Stock Conference, persistent inflation pressures, and Kev...

Fixed-Income Mid-Year Outlook: Six Ways to Put Volatility to Work
  • 01 Jul 2026

Risks are evolving, but so are opportunities. Here’s how to take advantage. The war in Iran has delivered an oil shock into a bond market that had not fully shaken inflation pressures. Higher energ...

Private Credit Outlook: Tuning Out the Noise
  • 01 Jul 2026

For disciplined lenders, the opportunity set remains attractive. AI-related disruption, asset valuations and borrower stress have put private credit under a microscope lately. Is this a market faci...

Fixed-Income Midyear Outlook: Six Ways to Put Volatility to Work
  • 01 Jul 2026

Risks are evolving, but so are opportunities. Here’s how to take advantage. The war in Iran has delivered an oil shock into a bond market that had not fully shaken inflation pressures. Higher energ...