Thematic / Megatrends

Consider how global mega forces are impacting portfolios

IFM Investors welcomes Defence Estate Audit recommendations
  • 22 hours ago

IFM Investors (IFM) welcomes the Federal Government’s endorsement of the Defence Estate Audit recommendation to establish a dedicated function in Defence to work with private sector partners on fut...

Riding the multi-year waves of AI investment
  • 22 hours ago

The real story of artificial intelligence (AI) is the multi‑year progression of capital flows that will define which companies lead, when they lead and why.

How risk engineering can unlock the full value of clean energy projects
  • 22 hours ago

Risk leaders can make informed decisions to protect the company’s bottom line

Digital Asset Chartbook – Quarterly index analysis
  • 22 hours ago

The Digital Asset Chartbook provides a clear, data driven view of Q4 2025 performance across the digital asset landscape—including Bitcoin, Top 10, Digi 50, crypto sectors, staking, and more.

Market Flash: The calm above the storm
  • 22 hours ago

•  Concerns over massive investment needs in AI mounted over the week and resulted in steep falls for US tech giants.

AI Disruption Fears Intensify
  • 22 hours ago

Global equity markets declined on the week; value outperformed

January in Focus
  • 1 day ago

The UN’s latest water assessment is not merely a statistical warning but a portrait of a planet drifting toward what it terms water bankruptcy. Three quarters of humanity now lives in water insecur...

Top Trends for 2026: Energy capital bets on AI-led power demand, positions for cyclical oil surplus
  • 1 day ago

AI will continue to be a dominant driver of energy capital flows in 2026 as growth investment pauses in amply supplied global oil and natural gas markets. These expectations and five more will dire...

Blockchain’s emerging universal liquidity layer
  • 1 day ago

A “universal liquidity layer” that could facilitate transactions between traditional money and tokenized instruments may be the next big step for blockchain, writes Sandy Kaul.