Thematic / Megatrends

Consider how global mega forces are impacting portfolios

The future of pay in private equity: Balancing cost, compliance and competitiveness
  • 24 Feb 2026

Private equity firms are rethinking employee pay amid regulatory pressures, rising expectations around equity and fairness, and stagnant salary budgets.

Digital Bill – Trade Finance’s New Frontier
  • 24 Feb 2026

The digitization of the traditional paper-based Bill of Exchange (BoE) is transforming trade finance through landmark legal reforms like the UK Electronic Trade Documents Act and New York’s UCC Art...

Timberland investment: growing credible impact
  • 24 Feb 2026

Timberland is meeting rising demand for credible nature‑based decarbonization solutions by providing a biologically renewing resource with diversified revenue streams and the potential to generate...

How you can make your cyber insurance strategy leaner and stronger using analytics
  • 24 Feb 2026

By combining robust cybersecurity measures with analytical cyber risk quantification, you can enhance your cyber insurance strategy from within.

Looking past the US Tech dominance
  • 23 Feb 2026

US equities broaden beyond Tech as AI volatility rises. Russell indices show rotation to small caps and value stocks.

Proxy Voting Outlook: Spotlight Turns to Governance in Transition Year
  • 23 Feb 2026

–36% decline in total shareholder proposals for S&P 1500 companies in 2025 41% rate of support for shareholder proposals on governance i...

Material Matters: Digging into Commodities
  • 23 Feb 2026

From gold’s surge to oil’s evolving dynamics, commodities are once again commanding investors’ attention. In this episode of Fixing Your Interest, we break down what’s driving the asset class and w...

What’s beyond the Top 60 in Canada?
  • 23 Feb 2026

Canada’s investment landscape is often defined by the S&P/TSX 60, the benchmark that comprises the nation’s largest companies. These larger-cap companies—predominantly Financials and Energy firms—t...

A Broader Toolkit for Defense in Multi-Asset Income
  • 23 Feb 2026

A multifaceted mix has the potential to bolster income portfolios against market downturns. The playing field presents broad opportunities for income investors today, with income and growth potenti...