Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Seeking Steady Income in an Unsteady World
  • 21 hours ago

The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...

The enduring case for global equity income
  • 21 hours ago

The ongoing boom in Artificial Intelligence stocks has created headwinds for many actively managed strategies. In this article, the managers of Aviva Investors’ Global Equity Income strategy explai...

Asia Pacific living sector: From niche opportunity to strategic growth engine
  • 21 hours ago

Explore APAC living sector opportunities across senior living, co-living, student housing, and rental housing, driven by demographics and urbanization.

Global Equity Views 3Q 2026
  • 21 hours ago

Massive AI investment spending is driving exceptional profit growth. Markets have moved mostly in line with earnings and valuations don’t look excessive. We find long-term value among the so-called...

From policy to practice: Hunter Railey on expanding retirement access
  • 21 hours ago

Discover how Colorado’s SecureSavings program is transforming retirement access for underserved workers. State Street’s Melissa Kahn speaks with Executive Director Hunter Railey about how innovativ...

Muzinich Weekly Market Comment: Fire
  • 27 Jul 2026

Wildfires, geopolitical tensions and renewed questions over AI investment unsettled markets this week, driving higher oil prices and bond yields while exposing clear differences across credit markets.

From Overload to Focus: UBP’s Digital Detox Session
  • 27 Jul 2026

UBP recently welcomed colleagues in Geneva to a session of its Well‑Being Talks. The series of mini-conferences is designed as a forum to help employees look after their physical and mental health.

Systematic Merger Arbitrage: Why a Rules-Based Approach Matters
  • 27 Jul 2026

Deal activity is up. But how investors tap into it matters. The merger-and-acquisition environment has changed quite a bit over the past year or so. Robust deal flow, a supportive regulatory enviro...

AI and Alpha: Why Technology Alone Won’t Be Enough
  • 27 Jul 2026

AI may be the next big alpha engine—but access alone won’t create a lasting edge. Artificial intelligence is a transformative new technology, but we believe that it’s likely to follow a familiar pa...