Thematic / Megatrends

Consider how global mega forces are impacting portfolios

The SpaceX IPO: We Have Liftoff
  • 22 Jun 2026

How the SpaceX IPO highlights the role of AI-driven capex in boosting productivity, earnings, and shaping a more resilient global economic expansion.

Pursuing positive impact through fixed income
  • 22 Jun 2026

From 17th‑century Dutch flood defences to modern social bonds, fixed income has long financed vital public needs – emerging as a powerful, scalable force for measurable social impact.

Building into the Future: The Case for US Industrial Development
  • 22 Jun 2026

Clarion Partners: The convergence of long-term structural drivers and emerging cyclical tailwinds suggests the industrial sector may be approaching an inflection point, with conditions increasingly...

UBP Weekly View - Hawks, AI and Hormuz: a week of shifting signals
  • 22 Jun 2026

Global equities rose 1.2%, supported by progress on the US–Iran agreement and lower oil prices.

Using a circular economy lens to uncover value amid disruption
  • 19 Jun 2026

Explore how supply chain shifts, AI-driven demand and Asian tech leaders are creating new growth opportunities.

Tokenisation gaining altitude: what 100+ asset management executives really think
  • 19 Jun 2026

Explore tokenisation services covering asset tokenisation, tokenising assets, digital currencies, and the tokenisation process to unlock access, efficiency, and new investment opportunities.

REASSURINGLY DIVIDED: WHY THE AI-DRIVEN ECONOMIC DISPARITY SHOULDN’T CONCERN INVESTORS
  • 19 Jun 2026

Economists and strategists have long been taught that the US economy is dominated by consumers, and of course this is borne out by the well-established contribution of consumption to economic growt...

Campbell: Keep calm and carry on
  • 19 Jun 2026

Campbell is a systematic investment manager founded in 1972, the very same year UBP began investing in hedge funds, marking a parallel legacy of early innovation in alternative strategies.

Debt, Geopolitics, and Humanoid Robotics: Unlocking Productivity in a Changing World
  • 19 Jun 2026

Explore one of our recent reports, which navigates the geopolitical race for humanoid dominance.