Markets Recon

Thematic / Megatrends

Consider how global mega forces are impacting portfolios

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12 Nov Last indexed
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All Thematic / Megatrends insights.

Source Title Topics Published Actions
Platinum Asset Management Healthcare in India: There’s more to Asia than AI
Man Group GLP-1s: A Health Revolution at What Cost?
AllianceBernstein Speed Bumps? How Rate Spikes Shape US Stock Valuations
ETF Stream Rethinking thematics: Deglobalisation, AI and concentration
ETF Stream MSCI ejects Strategy from global benchmarks in blow to crypto treasury model
ETF Trends Positioning for the AI Board Game
ETF Trends AI Stocks Face a 2028 Test After Chip Sell-Off
ETF Trends VettaFi on Schwab Network Discussing Smart Beta ETFs
ETF Trends ETFs & Nvidia: Midterms, Investigations & Dip Buyers
Invesco Inside the markets | Helping you guide clients: October 2026 review
Invesco What’s driving the Nasdaq-100’s long-term strength?
Fidelity International How technology is reshaping demand for strategic materials
Fidelity International Digital assets monthly market digest: November 2026
Van Lanschot Kempen Asset Allocation Outlook: November 2026
Charles Schwab Schwab Stock Market Update, 12 Nov 2026: Nvidia's Huang Resigns, Tech Stocks Drag Market
UBS The risks reshaping global AI investment
Franklin Templeton Artificial Intelligence: Managing Concentration Risk
Federated Hermes El Niño: what credit investors need to know
Commonfund Impact Investing in the Creative Economy
Capital Group Midterm impacts on AI data centres, tariffs and Iran
CAIA Association A CAIA Mini Course: A Real Estate Focus on the Crypto Tokenization of Real Assets – Part Six
Ashmore Group EM equity and AI: cheap exposure today, broader impact tomorrow
Amova Asset Management Future Quality Insights: is healthcare a Future Quality opportunity hiding in plain sight?
LSEG Beyond accepting digital identity: why trust and interoperability come next
LSEG COP31 Net Zero Atlas

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