Thematic / Megatrends

Consider how global mega forces are impacting portfolios

The Evolving Nature of Equity Quality in the Age of AI
  • 17 Jul 2026

Investors must determine what the AI capital-spending surge means for long-term business durability. Quality investing has always been rooted in a simple idea: over time, shares of companies with r...

Tokenisation: Why blockchain rails could redefine the future of finance
  • 17 Jul 2026

Tokenisation is moving from concept to utility. Discover why blockchain rails could reshape asset management.

Quarterly Digital Assets Review Q2 2026
  • 17 Jul 2026

Bitcoin's Rount Trip: A Fed-Driven Reversal Erases the Spring RecoveryComing off Q1's roughly 23% decline — the steepest opening-quarter drop in ...

ICOLI and IDFs: A capital-efficient gateway to private markets for insurers
  • 17 Jul 2026

By: StepStone Insurance Solutions Key takeaways Insurers are increasing allocations to private markets for yield, diversification, and asset-liability matching, but face friction from regula...

Innovation vs. Inflation: The Macro Tension Defining the Second Half
  • 17 Jul 2026

The second half of 2026 may test investors’ ability to stay optimistic about innovation while staying disciplined on inflation, rates, and valuations.

101: Markets at Mid-Year
  • 16 Jul 2026

Mid-year insights into how 2026 is unfolding and what lies ahead, featuring economic and market forecasts, AI infrastructure financing, and the evolving geopolitical landscape. Plus, market moves,...

More US Stocks Are Marching to a Different Beat
  • 16 Jul 2026

AI leadership has left many stocks moving to a different rhythm. Investors should tune in.  Something unusual is happening in the US equity market. AI infrastructure winners continue to power marke...

Decoding investment signals from the AI build-out
  • 16 Jul 2026

The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.

Global Fixed Income Strategy Monthly Report | July 2026
  • 16 Jul 2026

Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environme...