Thematic / Megatrends

Consider how global mega forces are impacting portfolios

How innovation is transforming biotechnology
  • 01 Jun 2026

Franklin Equity’s Evan McCulloch and Akiva Felt look at five trends shaping the biotech landscape, what they mean for investors and why they highlight the long-term growth story for the sector.

Utility resilience assessment helps global semiconductor manufacturer secure $100M more capacity
  • 01 Jun 2026

An award-winning engineering and climate utility resilience assessment helped a global semiconductor manufacturer quantify interruption risk and secure an extra $100M in utility limit.

Agenticism, Beyond the Transaction
  • 01 Jun 2026

The era of AI-driven autonomous transactions is approaching, promising unmatched efficiency but also new challenges for finance functions. Our latest article explores the rise of agentic commerce a...

The U.S. Regulatory Inflection Point
  • 01 Jun 2026

Martin Leinweber, CFA, Head of Digital Asset Research & Strategy

The Viewpoint: AI: It is and isn’t a bubble
  • 01 Jun 2026

The most frequently asked question I get in client meetings: Is AI a bubble? Markets are becoming an AI singularity. It is the main, and some investors say only, source of both investment performan...

AI Ethics and Regulation: How Investors Can Navigate the Maze
  • 29 May 2026

From potentially brand-damaging ethical risks to regulatory uncertainty, AI poses challenges for investors. But there is a path forward.

Denmark continues to dominate country ESG rankings
  • 29 May 2026

See which countries lead ESG in 2026, how governance shapes outcomes, and why cybersecurity is now a sovereign risk factor.

2026 Midyear Investment Outlook – China Equities
  • 29 May 2026

Discover the 2026 midyear outlook for China equities, as AI innovation, policy support, earnings recovery, and liquidity shape market opportunities.

2026 Midyear Investment Outlook - Asia Equities
  • 29 May 2026

Explore the 2026 midyear outlook for Asia equities, from AI-driven growth and chip momentum to North Asia leadership and geopolitical risks.