Markets Recon

Thematic / Megatrends

Consider how global mega forces are impacting portfolios

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All Thematic / Megatrends insights.

Source Title Topics Published Actions
Baillie Gifford China’s robotic rise: from cars to humanoids
Baillie Gifford Rethinking the future of healthcare
Capital Group Making the case for active at the core
Invesco 2027 Investment Outlook – Asia Equities
Invesco 2027 Investment Outlook - China Equities
Invesco ETF Connect: Accessing China’s AI value chain
Man Group Cheap AI Tokens, High Stakes
Nordea COP31: Three themes shaping the climate agenda
S&P Global How China's EV Transition Will Jolt Automakers, Dealers, And Insurers
Standard Chartered From digital assets experimentation to execution
State Street Investment Management Beyond individual bonds: Why target maturity ETFs may be a better way to build bond ladders
State Street Investment Management Creating a path to retirement income for plan participants and sponsors
World Gold Council Gold Market Primer: Market size and structure
Amundi Central banks hold rates steady as inflation, AI investment and growth risks reshape markets
Blackstone Ramp Co-Founder and Co-CEO Eric Glyman on AI Adoption, Jobs, and Token Spend
Columbia Threadneedle Investments In Credit Weekly Snapshot – Tech it to the limit
Franklin Templeton Emerging Markets Insights: Big Tech AI Spending
Ninety One Capital Market Assumptions - October 2026
S&P Global Energy Transition in US Elections; Shifting Private Markets Environment; and AI Anxiety or Opportunity
S&P Global Carbon removals coming of age: BECCS and the future of carbon markets
American Century Investments 2027 Capital Markets Assumptions
Bank of America Must Read Research: Earnings, AI Credit & Tesla-SpaceX
CARLYLE AI’s GDP parallax
CF Benchmarks Crypto Slides On Hike Fears And Binance Theft
CFA Institute What Broke When We Put AI Into Our Research Process

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