Thematic / Megatrends

Consider how global mega forces are impacting portfolios

What AI can't build: The enduring role of infrastructure in a disrupted world
  • 18 hours ago

AI is repricing risk across sectors. We examine why infrastructure's physical, capital-intensive nature makes it resilient to substitution, and where AI is likely to enhance, rather than displace,...

Invitation | 2026 Amundi's Mid-Year Outlook: Power of endura...
  • 18 hours ago

Join this Mid-Year Outlook 2026 to assess geopolitical risk, the new Fed Chair, Europe’s security agenda and AI opportunities, and refine portfolios for...

When the future feels unclear: Building resilience that lasts
  • 18 hours ago

Uncertainty can trigger our brain's stress response, but resilience is within reach. Explore evidence-based strategies to support your mental and physical health and find stability in uncertain times.

Bond Bulletin: Financing the AI buildout
  • 18 hours ago

AI-related bond issuance is rapidly becoming one of the most important areas of opportunity in corporate credit. This week’s Bond Bulletin explores how both the size and innovative structures of re...

What We Learned on the MFS Technology Bus Tour: AI’s COGS Shock
  • 18 hours ago

MFS investors speak with tech companies to learn how increased AI spending might affect COGS and highlight where traditional tech business models might fall short.

Liquidity Lowdown: Developments of AI in cash management
  • 18 hours ago

For cash managers operating in a data-heavy, time-sensitive environment, artificial intelligence (AI) is presenting significant opportunities. Advances in AI are demonstrating their value across a...

The Economic Impact of AI in Healthcare
  • 18 hours ago

AI is transforming healthcare, driving cost savings and improving patient care. Learn how this $1 trillion shift is reshaping the industry and creating opportunities for providers, patients, and in...

The Art of Contrarian Investing: Positioning For The Future
  • 17 Jun 2026

Green bonds: from climate tool to strategic necessity
  • 17 Jun 2026

What began as a climate-focused instrument now supports a broader set of themes, including digital infrastructure, industrial transition and system resilience. For investors, this widens the opport...