Thematic / Megatrends

Consider how global mega forces are impacting portfolios

One Health through the lens of today’s investment megatrends
  • 22 Oct 2026

By Alex Bernhardt, Global Head of Sustainability Research; Rachel Crossley, Head of Stewardship, Europe; and Robert-Alexandre Poujade, Head of Nature The forces shaping human health outcomes are fa...

Talking Heads – European strategic autonomy: a €1.8 trillion investment opportunity
  • 22 Oct 2026

Europe is embarking on a far-reaching drive to strengthen its strategic autonomy, reducing dependence on external partners across critical areas including defence, energy, technology, healthcare, f...

The Intelligence Economy: Breaking Health Care’s “Iron Triangle”
  • 22 Oct 2026

How AI can improve quality, access and cost all at once. In this paper, Steve Burlingame revisits the "Iron Triangle", a decades-old framework.

Beyond net zero: Evaluating transition plans and climate commitments
  • 22 Oct 2026

Decarbonisation targets are easy to set, but credible transition plans are harder to deliver. Discover how investors can assess corporate climate strategies, identify genuine business transformatio...

Professor Philip Stier, University of Oxford, on the Frontier of AI and Climate Science
  • 22 Oct 2026

Professor Philip Stier, University of Oxford and Director of the Intelligent Earth Centre, on how AI will change the way we understand climate risk.

Market Musings: Not all data centres are created equal
  • 22 Oct 2026

Discover why electricity, location and interconnection determine which data centres are best positioned to benefit from growing AI demand.

Beyond the ballot box: the real drivers of post-election markets
  • 21 Oct 2026

Explore how the 2026 US midterm elections could affect stock markets, interest rates, corporate earnings and the evolving AI investment cycle.

Must Read Research: The Great AI Debate
  • 21 Oct 2026

In this episode of Must Read Research on Global Research Unlocked, Candace Browning examines the trillion-dollar question facing AI: can returns ultimately justify the enormous investment going int...

Innovation Insights Quarterly: Q4 2026
  • 21 Oct 2026

This quarter’s spotlight reveals how innovation’s biggest opportunities often emerge beyond its original field, with breakthroughs in one area.