Thematic / Megatrends

Consider how global mega forces are impacting portfolios

How to Invest Smarter in the Race for Electrification
  • 21 hours ago

While opportunities abound across the energy value chain, renewables may come onstream the fastest.  As economies become increasingly electrified and power demand grows, the transmission, storage a...

Pension trends in Asia: Beyond Accumulation
  • 21 hours ago

Assess retirement readiness across five Asian markets by measuring coverage gaps, personal pension growth, decumulation needs and digital engagement as...

Après-moi, le déluge: Is the credit market unprepared for the level of tech supply?
  • 21 hours ago

Revisiting the levels of supply related to the AI buildout and implications for credit markets.

A mid-year checkup on the healthcare sector
  • 07 Jul 2026

Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.

Global Asset Owner Technology & AI Peer Study
  • 07 Jul 2026

This study of 26 asset owners explores emerging trends, challenges and opportunities and best practices globally.

Quarterly Review: Big Gains, Bigger Questions
  • 07 Jul 2026

A risk-on rally fueled by AI and earnings strength set the tone, but elevated expectations and macro uncertainty may shape a more volatile path ahead.

The AI Questions That Matter Most
  • 07 Jul 2026

Bloomberg Intelligence podcast Tech Disruptors recently hosted Apollo Partner and Head of Thematic Investing (ATI) Rob Bittencourt to discuss artificial intelligence, infrastructure, labor markets...

US Equities: What’s Hiding Beneath the Market’s Headline Returns?
  • 06 Jul 2026

Investors who look below the surface may discover opportunities beyond the AI superpowers. The S&P 500’s recent advance is masking a more dynamic story for US equity investors. Market winners remai...

Mind the Inflection Points: Artificial Intelligence & Debt… Part II
  • 06 Jul 2026

Barclays recently compared year-to-date debt issuance through the first week of June with the prior year’s total issuance across several U.S. dollar fixed income asset classes tied to the AI invest...