Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Climate risk is rising. So is the case for fixed income.
  • 14 hours ago

Combining credit fundamentals with exposure to a defining investment theme

Brisbane: From emerging market to institutional destination
  • 14 hours ago

Record population growth, a strong economy, Olympic Games momentum and a $100 billion infrastructure pipeline are making Brisbane a key institutional investment market.

The Financial Value of Sustainability for Hydrocarbon Companies: Investigating the Impact of ESG Performance on the Cost of Capital in the Oil and Gas Sector
  • 14 hours ago

The relationship between environmental, social, and governance (ESG) performance and financing costs remains underexplored in the global oil and gas (O&G) sector, despite intensifying investor scru...

Asia Technology: What matters for investors
  • 26 Sep 2026

The AI investment cycle remains well supported, with demand expanding beyond initial infrastructure build-out to sovereign AI, enterprises, and ...

Key insights from Eastspring's 2026 China Investment Summit
  • 26 Sep 2026

AI is moving beyond infrastructure. China equities are finding new support. Insurers are rethinking income. At Eastspring’s 2026 China Investment Summit, our experts explored the forces reshaping p...

From the ground up: How we assess miners within our sustainable investing approach
  • 25 Sep 2026

Mined commodities are essential to modern life and the low-carbon transition, but their extraction can create significant environmental and social impacts.

Our best emerging markets ideas
  • 25 Sep 2026

Investment specialist Amy Leishman breaks down our top emerging markets picks, from internet technology (Tencent) to semiconductor (TSMC) and fintech/e-commerce (MercadoLibre). Link to collection page

More of our best private growth ideas
  • 25 Sep 2026

Investment specialist Lucie Majstrova explores why we back Wayve, Altruist and ByteDance, three private growth companies with opportunities spanning autonomous driving, wealth management and digita...

Global Resilience Sunshine Despite Very Cloudy Skies
  • 25 Sep 2026

A new Citi Research report looks at our "global resilience" narrative, which has stayed firmly intact as the global economy's production side has grown more flexible and adaptable and AI spending h...