Thematic / Megatrends

Consider how global mega forces are impacting portfolios

A case for investing in innovation
  • 30 Jun 2026

Despite the unprecedented impact of technological breakthroughs, many portfolios lack exposure to innovation. Learn to identify and capture the economic benefits of innovation.

In Credit Weekly Snapshot – The tied is high
  • 30 Jun 2026

Events in the Middle East continue to influence economic policy, with central banks revisiting future rate moves as the oil price returns to pre-conflict levels.

How AI Clusters Are Supercharging Memory Demand
  • 30 Jun 2026

The AI boom isn’t just about faster processors; it’s about moving data fast enough to keep them busy.

Equity outlook: Reaching for the stars
  • 30 Jun 2026

Equity outlook: Explore Q3 equity markets, AI investment risks, stretched valuations and emerging opportunities in our latest outlook.

Multi-Asset Midyear Outlook: Fortitude Amid Disruption
  • 30 Jun 2026

Investors should consider designing portfolios to stay resilient and capture opportunities. Markets weathered turmoil in the first half, helped by solid earnings with signs of broadening beyond a f...

AI’s Biggest Healthcare Impact Isn’t Where You Think
  • 30 Jun 2026

Despite excitement around drug development, AI’s most tangible healthcare benefits today are in reducing administrative burden and enhancing diagnostic imaging.

Global Directors’ and Officers’ Survey Report 2026 – Health and safety
  • 30 Jun 2026

WTW’s 2026 D&O Survey shows health and safety remains directors’ top risk globally, driven less by physical injury and more by mental health, wellbeing and psychosocial exposure.

Proof Pending: Can AI Deliver Lasting Growth?
  • 29 Jun 2026

AI spending is lifting growth now, but productivity must carry it forward. AI infrastructure spending is driving record equity market raisings and has lifted expectations for long-term GDP growth i...

Project Glasswing and Mythos: Redefining the cybersecurity landscape
  • 29 Jun 2026

Cybersecurity’s evolution into critical AI infrastructure.