Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Agentic AI and alpha
  • 20 hours ago

Agentic AI is reshaping alpha generation, helping teams test ideas and monitor signals while human oversight drives investment decisions.

Investing in the Foundations of Tomorrow’s Economy
  • 20 hours ago

How real assets are shaping a more resilient world. In a future that is becoming more physical, local, power-intensive and infrastructure dependent, the next investment era won't reward efficiency—...

Proof points: AI leaves its mark on corporate earnings
  • 24 Aug 2026

The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.

Commodity investing needs an upgrade
  • 24 Aug 2026

Commodity investing is evolving. Learn how AI, electrification and energy security are reshaping demand and why active commodity exposure matters.

The competition for capital in an AI world
  • 24 Aug 2026

Global macro musings by Laura Cooper

What’s Pushing Long-Term Bond Yields Higher?
  • 21 Aug 2026

A confluence of rising sovereign debt, surging AI-related corporate bond issuance, and inflation concerns has lifted 30-year yields in the U.S. and elsewhere to two-decade highs.

Financing the AI Infrastructure Boom
  • 20 Aug 2026

Western Asset: How the race for compute is reshaping credit markets.

Positives and negatives: what’s fuelling moves in battery value-chain equities?
  • 20 Aug 2026

Leading names in the battery value-chain have sold off as a result of wider clean energy pressures and idiosyncratic factors, but the longer-term outlook remains...

The tech pillars shaping fixed income’s future
  • 20 Aug 2026

As the fixed income market evolves, Vanguard is pairing advanced technology with expert insight to enhance client outcomes over time.