Thematic / Megatrends

Consider how global mega forces are impacting portfolios

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...

Major US equity indexes IPO treatments
  • 17 Jun 2026

This piece compares IPO treatment across five major US equity indexes, including fast entry exceptions to standard rules.

Why oil shocks matter for portfolios
  • 17 Jun 2026

Oil shocks carry repercussions for portfolios because they affect inflation, institutions and capital flows. While the 1970s remain a useful reference, today’s backdrop is more resilient, supported...

Beyond hype: AI benefits taking shape
  • 17 Jun 2026

AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitiv...

Prescribing autonomy: Europe’s new health investment theme
  • 17 Jun 2026

Explore Europe’s health sovereignty investment theme, focusing on supply chain resilience, the EU Critical Medicines Act, and healthcare innovation opportunities.

StepStone & PitchBook Launch Deal-Level Benchmarking Solution for Private Markets
  • 17 Jun 2026

Now generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows Gives fund managers, investors, and service providers g...

When energy security accelerates dependency: The Chinese OEM paradox
  • 17 Jun 2026

Record investment, policy support and rapid innovation are driving renewable energy's new era of growth — powered by Chinese OEMs.

From breakthrough to bankable: Scaling high-potential renewable technologies
  • 17 Jun 2026

Green hydrogen, next-gen geothermal and space-based solar power are nearing commercial reality — but only the most scalable will succeed.