Thematic / Megatrends

Consider how global mega forces are impacting portfolios

F&B manufacturers: How to trust AI forecasts when conditions change
  • 14 hours ago

AI can cut waste and smooth inventory, but model drift can undermine forecasts fast. Monitoring, thresholds and human override can help your food and beverage organisation stay resilient.

Global tech: 5 themes for 2026
  • 14 hours ago

2025 may well be looked back upon as a historic inflection point for tech, and artificial intelligence (AI) in particular, with breakthroughs in model capabilities, surging adoption, and unpreceden...

CIO Briefing - War in Iran: Increasing bearish sentiment in week 2
  • 17 Mar 2026

Week 2 of Operation Epic Fury has shifted the question from “how will markets react?” to “how long will the physical disruption last?” The Strait of Hormuz is effectively closed: vessel exits have...

Putting AI to Work: Clearing the Path for Core Research Work
  • 17 Mar 2026

The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...

The secured credit reset? What insurers can expect
  • 17 Mar 2026

European insurers are entering a pivotal phase of regulatory reform, with proposals expected to enhance the treatment of securitisation and support a more proportionate prudential framework.

Unicorns at the Gate: How Mega IPOs Could Reshape Global and Thematic Indices
  • 17 Mar 2026

Big unicorns are outside the door waiting to join the public markets party. Recently, it has been reported that SpaceX,1 OpenAI2 and Anthropic3 are preparing for their initial public offering (IPO)...

AI Data Centers and Emissions Q&A, Part 2: Impact on Carbon Footprint
  • 17 Mar 2026

In Part 1 of this two-part series, Michael Gillenwater, the executive director, dean, and co-founder of the Greenhouse Gas Management Institute, explained the basics of carbon accounting and the ch...

EOS Engagement Plan 2026–2028
  • 17 Mar 2026

Delivering Long‑Term Value Through Financially Material Engagement

How Continuous Glucose Monitoring Could Expand, Reaching Millions More People with Type 2 Diabetes
  • 17 Mar 2026

A largely untapped type 2 diabetes population could reshape the future of continuous glucose monitoring, creating a $4 billion opportunity.