Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Electrification: a driver of resilience for emerging economies
  • 13 hours ago

For investors looking to make an impact, the theme of electrification has always played a significant role in the investment universe.

The ABC of MAC: how multi-asset credit strategies can offer dynamic performance across the economic cycle
  • 30 Jul 2026

In today's uncertain market environment, we believe a multi-asset credit (MAC) strategy has the potential to provide institutional investors with a dynamic solution for their income needs.

Podcast: Behind the headlines: Private credit defaults, recoveries and AI risk
  • 30 Jul 2026

Explore our latest Private Capital Call episode featuring KBRA's Chief Rating Officer Bill Cox and Head of Default Research Eric R...

Digital AI to physical AI enablers: Asia benefits
  • 30 Jul 2026

As AI transitions from software innovation to physical deployment, Asia's physical AI ecosystem is becoming an increasingly important source of global investment opportunities.

There’s more to growth than AI
  • 30 Jul 2026

As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.

How Women Are Shaping the Future of Philanthropy
  • 30 Jul 2026

As women’s influence over wealth grows, so does their impact on philanthropy—bringing a more intentional, values-driven approach to giving across generations.

Can Semiconductor Makers Navigate Rising Water Risks?
  • 30 Jul 2026

Water scarcity and purity are critical risks for semiconductor makers in the AI era. As companies race to capitalize on the AI boom, water security is emerging as a material risk across the value c...

Energy Resilience Meets AI
  • 30 Jul 2026

Against this backdrop, the energy supply shock driven by the war in Iran should be viewed less as a temporary commodity event and more as an accelerant of a broader investment cycle within energy r...

On My Mind: Mr. Warsh, How Soon Is Now?
  • 30 Jul 2026

Financial markets read Kevin Warsh’s second press conference as dovish: Expectations of a near-term rate hike fell, long-term bond yields rose, the dollar weakened and so did stocks. Franklin Templ...