Thematic / Megatrends

Consider how global mega forces are impacting portfolios

The missing piece in climate investing: Euro government bonds
  • 19 May 2026

Explore how climate-focused Euro government bonds can strengthen portfolios through a systematic active ETF approach.

Global Webcast: 1Q26 Global Reporting Season & reflections on the technology sector
  • 19 May 2026

Global Portfolio Manager Trent Masters and Client Portfolio Manager Elfreda Jonker reflect on the first quarter 2026 global reporting season, highlighting standout earnings trends and sector driver...

Episode 2: Bias, Process and Better Investment Decisions – featuring Nick Kirrage
  • 19 May 2026

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April European ETF Flows
  • 19 May 2026

European ETFs gathered US$45bn in April as risk appetite returned. Explore the latest ETF Snapshot for flows across equities, fixed income, commodities, emerging markets, clean energy and AAA-rated...

Why We Invested in Siete Foods – Defining Moments
  • 19 May 2026

A committed, innovative founder group developing high-quality products in a fast-growing market segment, and a lead co-investor with the resources and sector experience needed to help accelerate an...

Equity Market Rotation Reveals a Wider World of Return Potential
  • 19 May 2026

How Have Global Equity Return Patterns Changed in the Past 16 Months? Past performance does not guarantee future results. US Large-Cap...

Software in the “Age of Intelligence
  • 18 May 2026

Artificial intelligence (AI) is reallocating value within software. We believe investors who treat software as a uniform asset class will make costly mistakes.

What Would The Merton Model Say About AI Capital Spending?
  • 18 May 2026

AI-driven capex is widening the gap between opportunity in equities and risk in credit.

UBP Weekly View - Rally pauses as yields reprice inflation
  • 18 May 2026

Global markets are entering a more balanced phase, where higher‑for‑longer rates, renewed energy pressures and sticky inflation are starting to test an artificial intelligence (AI)‑driven equity ra...