Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Draft legislation to transpose the EU Pay Transparency Directive in Bulgaria
  • 17 hours ago

Bulgaria releases a draft law introducing new employer obligations around pay disclosures in hiring practices, objective wage criteria and mandatory pay gap reporting broken down by gender.

Value Stocks: The Cash-Flow Case for a Continuing Comeback
  • 23 Jun 2026

Are value stocks finally turning the corner? Recent trends are encouraging. It’s easy to understand why investors are skeptical about value stocks. After nearly two decades of chronic weakness, val...

The Federal Reserve’s New Leader Lays Out His Agenda
  • 23 Jun 2026

The real information from Kevin Warsh’s first meeting as Fed chair wasn’t from the rate decision. Kevin Warsh, the newly appointed Federal Reserve chair, led his first committee meeting in June. Th...

Digital Assets: Integration, Not Disruption as Derivatives, Settlement, and Tokenization Move from Pilot to Production in May 2026
  • 23 Jun 2026

Digital Assets Monthly

America at 250 – Innovation, Market Leadership and the Power of Compounding
  • 23 Jun 2026

As the United States approaches its 250th Independence Day, Derek Harris, Head of Global Wealth Management Portfolio and Investment Strategy speaks with Jared Woodard, Head of the Research Investme...

When a Theme Becomes Investable: Electrification in Practice
  • 23 Jun 2026

A theme is not the risk. How you interpret it, and when you act on it, is.

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...