Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Global Equity Quarterly (Q3 2025)
  • 23 hours ago

When cyclical tailwinds begin to fade, when high valuations and limited government budgetary freedom weigh heavily, or when the AI freight train slows, where do you invest? Future Quality investing...

Look Forward | Episode 19: Powering the Future: Data Centers at the Crossroads of AI and Sustainability
  • 23 hours ago

In this episode of the Look Forward Podcast, host Molly Mintz reconnects with the audience as she dives deep into the critical role of data centers in the evolving landscape of artificial intellige...

The resilience of an aging world
  • 23 hours ago

With global populations over 65 expected to double by 2050, aging is often seen as a risk multiplier. Yet it can also be a source of resilience.

Quick View: How did NVIDIA’s earnings call address AI bubble concerns?
  • 23 hours ago

NVIDIA assuages investor concerns around the AI bubble.

Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
  • 23 hours ago

In Q3, our SAFI High Quality Corporate strategies continued to show consistent performance in various market environments.

US equities - Artificial intelligence: Not a bubble… yet
  • 1 day ago

Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of ChatGPT…

Sustainable investing in 2026: The continuing path to a more resilient future
  • 1 day ago

Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
  • 1 day ago

The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying econ...

Navigate tech concentration carefully
  • 1 day ago

Rapid innovation in AI and tech is driving market leadership, but valuation risks and question marks about future demand call for careful portfolio positioning.