Thematic / Megatrends

Consider how global mega forces are impacting portfolios

What sectors are well placed to enjoy real AI gains?
  • 20 hours ago

As artificial intelligence investment surges across industries, real progress varies widely. Drawing on conversations with more than 50 European companies, we explore who is truly prepared for AI‑d...

Keynote Interview: Europe's mid-market moment
  • 20 hours ago

Europe is entering a period of sustained infrastructure investment growth. Energy security and affordability, ageing networks, the pace of decarbonisation and a digital economy that is becoming mor...

Envisaging and enabling cities of the future
  • 20 hours ago

Cities are facing the pressures of rising urbanisation, ageing assets and constrained public balance sheets. However, we believe a series of incremental infrastructure investments across energy, wa...

Sector Market Perspectives: Q2 2026
  • 20 hours ago

Learn how geopolitics, commodity supply disruptions, and AI CapEx are impacting US sector fundamentals and what it means for investors.

Governance is the alpha: Gulf family capital in 2026
  • 07 Apr 2026

Key 2026 trends shaping Sharia asset management for family offices — from compliant private credit and governance frameworks to AI-driven portfolio operations.

One to Forget: SPIVA Europe U.K. Equity Active Fund Performance in 2025
  • 07 Apr 2026

2025 was full of memorable moments, from tariff tensions and continued AI advancement, to pop stars in space and billionaire weddings. For U.K. active equity funds, however, 2025 may well be a year...

Auto Insurance in Transition: Competition, Pricing, and the Rise of AI
  • 07 Apr 2026

Adam Klauber, William Blair’s group head of financial services and technology research, sits down with Bill Daniel, CEO of AWL, to explore how the U.S. auto insurance market is evolving after an ex...

Funding the Future: The Capital Sources Fueling AI
  • 07 Apr 2026

Investment Banking’s Anu Sharma and Jim O’Connor discuss potential sources, incentives, and implications for AI capital formation.

Timberland and farmland investment: unlocking natural capital value
  • 07 Apr 2026

Timberland and farmland are becoming powerful platforms for climate resilience, ecological health, and potential long‑term value creation. With four decades of natural capital expertise, Manulife I...