Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Pensions Perspectives: The Future of UK DC with Maiyuresh Rajah, Director of Investments, Aviva
  • 15 May 2026

In this discussion Maiyuresh Rajah, Director of Investments at Aviva, explores how regulatory change and market evolution are reshaping the UK Defined Contribution landscape.

Can Value Stocks Offer Resilience to AI Disruption?
  • 14 May 2026

Value companies tend to either benefit or buffer as AI uncertainties play out. High-growth technology stocks still dominate the investment landscape, fueled by the promise of AI. But recent sign...

When the chips are up - S K hynix and the great chip cycle
  • 14 May 2026

The AI boom sent SK hynix shares soaring. Here's the long-term story behind an overnight success.

The Pensions Bill has passed. Now the hard work begins
  • 14 May 2026

The Pension Schemes Act 2026 marks a turning point for UK retirement savings. Explore what’s changing, why it matters, and the challenges trustees now face as they reshape the future of pensions.

AI Infrastructure
  • 14 May 2026

Jesse Nacht, Index Research Associate

Five Timely Opportunities in Today’s High-Yield Market
  • 14 May 2026

As market conditions shift, opportunities stand out.  With tensions simmering in the Middle East and the global economy feeling the pinch of high energy prices, high-yield bonds might not be on...

The future of real estate data doesn’t live in Excel
  • 14 May 2026

Discover why commercial real estate firms are abandoning spreadsheets for real time data platforms. Learn more about Apex Tigre 4See.

Global Fixed Income Strategy Monthly Report | May 2026
  • 14 May 2026

Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environme...

Insight Matters report, Spring 2026
  • 14 May 2026

In our latest Insight Matters report, we explore a world undergoing rapid change, shaped by shifting geopolitics and the accelerating impact of artificial intelligence.