Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Robeco launches Climate Leaders Tilt indices
  • 10 hours ago

Discover how Robeco's Climate Leaders Tilt Indices identify tomorrow's climate leaders. Download the white paper to learn more.

It’s not just Big Tech: how hedge funds are capitalising on the AI boom
  • 10 hours ago

Artificial intelligence has been one of the main market drivers, bolstering the performance not only of traditional assets but also of alternative instruments such as hedge funds with exposure to t...

From AI productivity to disinflation: A non sequitur?
  • 06 Aug 2026

We explore how AI-driven productivity gains could influence inflation and interest rates—and why the path from innovation to disinflation is far from straightforward.

New tools, old habits: Investing in the age of AI
  • 06 Aug 2026

In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and he...

Income Strategy Update: Where Income Meets Resilience
  • 06 Aug 2026

Group CIO Dan Ivascyn explains why resilience, quality, and global diversification matter more than reaching for risk amid geopolitical conflict, credit stress, and the AI boom.

Monthly Macro: China's Open-Weight Challenge and the Future of AI Economics
  • 06 Aug 2026

William Blair macro analyst Richard de Chazal and group head of technology, media, and communications Arjun Bhatia examine how low-cost, open-weight AI models, many of them emerging from China, are...

AI and governance: Building trustworthy systems in high stakes healthcare
  • 06 Aug 2026

Give back: The power of charity
  • 06 Aug 2026

Giving back is not just about others. It's also powerful for our own wellbeing. Research shows that acts of kindness, volunteering and everyday generosity can restore purpose, connection and meaning.

European Infrastructure
  • 05 Aug 2026

Shaping the industry: Electrification, affordability, and AI