Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Key Convictions: Second quarter 2026
  • 20 May 2026

In this second quarter update, Western Asset believes global fixed-income markets face a more complex backdrop as geopolitics, rapid AI adoption and private credit scrutiny intersect.

Key Convictions: Second quarter 2026
  • 20 May 2026

In this second quarter update, Western Asset believes global fixed-income markets face a more complex backdrop as geopolitics, rapid AI adoption and private credit scrutiny intersect.

Beyond the headlines: how investors assess company controversies
  • 20 May 2026

Corporate controversies are nothing new but understanding what is controversial and why can challenge investors, especially where perspectives differ. Our approach combines data and analysis to sep...

Digital Assets: From the Venetian to Victoria Harbour - Coordinated Policy, World Computer, and Settlement Rails in April 2026
  • 20 May 2026

Digital Assets Monthly

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...