Thematic / Megatrends

Consider how global mega forces are impacting portfolios

DC Value for Money: 12 Steps to Better Member Outcomes
  • 12 hours ago

Every DC fiduciary wants better value for money (VFM) for their members. To that end, we applaud UK regulators’ ambition to create a framework that improves transparency, strengthens accountability...

Midyear Equity Outlook: Earnings strength fuels optimism
  • 12 hours ago

Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.

Recapping recent tech volatility: Markets level-set earnings expectations
  • 12 hours ago

Tech selloff hit US and Asian markets as rate fears rose. AI hardware demand remains strong, but concentration risks heighten volatility across sectors.

Alternative Allocations (Podcast): The model revolution—scaling private markets access through technology and education
  • 08 Jun 2026

Episode 38: Dana D’Auria, Chief Investment Officer of Envestnet Solutions, discusses building newer types of model portfolios that can include private market investments.

Blockchain: The quiet technology reshaping financial infrastructure
  • 08 Jun 2026

Tokenisation is more than a technical novelty. Our simple guide explains how blockchain turns assets into digital tokens and examines the potential benefits and risks.

Japan – the renaissance continues
  • 08 Jun 2026

Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.

AI’s next phase – from capital spending to capital returns
  • 08 Jun 2026

Weekly CIO views: More mixed messaging for markets to digest.

ISA Focus: The Affordable opportunity
  • 08 Jun 2026

US affordable housing has emerged as a compelling investment opportunity that also has the potential to address social needs.

The AI Capital Cycle Is Splitting the Market
  • 08 Jun 2026

Active management can separate AI disruption opportunities from market overreaction. Here’s what passive investing misses.