Thematic / Megatrends

Consider how global mega forces are impacting portfolios

What US mega-cap IPOs mean for investors
  • 13 Oct 2026

Mega-cap IPOs in 2026 show why private market access is crucial. Learn how companies like SpaceX and OpenAI impact market dynamics and your investment approach.

How Investors Can Evaluate AI Heat-Risk Models for Company Valuations
  • 13 Oct 2026

Learn how investors can evaluate AI heat-risk models, validate company-level data, and translate extreme heat exposure into cash flow and valuations.

The Digital Frontier: Collateral in a Tokenized World
  • 13 Oct 2026

As financial markets accelerate toward continuous, round-the-clock operations, collateral management is experiencing a structural evolution.

Don't Overstate AI's Threat to Bank Profits
  • 13 Oct 2026

Are banks a sequel to software's temporary spring swoon?

Why AI’s labour shake-up poses culture questions for investors
  • 13 Oct 2026

As AI increasingly reshapes large parts of the jobs market, companies must navigate emerging operational and reputational risks relating to their own workforce transitions

Can Europe build its way to energy autonomy?
  • 13 Oct 2026

Europe may be breaking its dependence on Russian fossil fuels, but energy autonomy will not be achieved by changing the energy mix alone. It will require stronger grids, greater industrial capacity...

Why AI's labour shake-up poses culture questions for investors
  • 13 Oct 2026

As AI increasingly reshapes large parts of the jobs market, companies must navigate emerging operational and reputational risks relating to their own workforce transitions

60/40, Future Stocks and Global Discovery
  • 13 Oct 2026

From the role of bonds in balanced portfolios to the companies shaping emerging markets, this Upfront episode explores where Baillie Gifford investors are seeking long-term growth in an ever-shifti...

SoftBank CEO Masayoshi Son: Superintelligence, AI Investing, and the Future of Robotics
  • 13 Oct 2026

SoftBank CEO Masayoshi Son on Inside Blackstone: superintelligence, robotics, AI investing, and why he always thinks 10 years ahead.