Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Putting AI to Work: Testing Brand Strategy in Real Time
  • 29 Apr 2026

The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...

Hyundai: from capable carmaker to robotics pioneer
  • 29 Apr 2026

Hyundai’s acquisition of innovator Boston Dynamics signalled a visionary strategic pivot from autos into humanoid robots and physical AI.

Korean Equities: Macro Recovery, Reform and AI
  • 28 Apr 2026

Korean equities rally on AI demand, export recovery, and reforms—despite volatility, long-term outlook remains strong.

Secondaries Unlocked: A Seller’s Perspective and Outlook
  • 28 Apr 2026

Key Takeaways Secondary transactions should not be passive clean-up exercises. As fiduciaries, Adams Street evaluates each potential sale to balance investor liquidity needs against long-term valu...

China’s latest push to commercialize research: match 680,000 innovators with companies
  • 28 Apr 2026

The nation’s top-down approach contrasts with that of countries such as the United States, where market forces drive innovation.

Carbon Emissions Compliance May Redefine Corporate Strength
  • 28 Apr 2026

Managing carbon output may become a key profitability driver under a new EU border tax. The European Union (EU), pursuing ambitious decarbonization goals, is significantly recalibrating its emissio...

IFM Investors announces investment in leading materials handling and specialty rental leasing platform in the UK and Ireland
  • 28 Apr 2026

A fund managed by IFM Investors, has agreed to acquire 100% of Briggs Equipment UK Limited (“Briggs”) from long‑term owner Sammons Enterprises Inc.

The dark side of AI (part two): data poisoning
  • 28 Apr 2026

As AI reshapes decision-making across industries, silent attacks on training data are emerging as one of its most serious and least visible risks.

Responsible Investment Policy
  • 27 Apr 2026

Responsible investment (“RI”) encompasses the consideration of material factors often grouped into environmental, social, governance, and where relevant, impact/real world outcome considerations. W...