Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Behind the electrification boom: Engineering scalable growth for natural resources
  • 08 Jul 2026

Risk engineering helps natural resources companies navigate electrification by reducing technical, operational and investment risk while enabling safer, smarter and more resilient growth.

How to Invest Smarter in the Race for Electrification
  • 08 Jul 2026

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
  • 08 Jul 2026

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?
  • 08 Jul 2026

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

The new scarcity: Diversification
  • 08 Jul 2026

Diversification in investing: Why stocks and bonds move together and how quant, alternatives and broad exposure can improve resilience.

Pension Funds Letter 27 - An Age of Empires: Retirement inve...
  • 08 Jul 2026

Review the takeaways from Amundi’s World Investment Forum on retirement pressures, shifting alliances and climate finance, while extending the analysis...

How to manage natural hazards and climate risks to your operations and the utilities they depend on
  • 08 Jul 2026

You can strengthen resilience to connected utility risks by better anticipating and quantifying disruption driven by natural hazards and climate-driven utility risks.

The insurance perspective on disruptive behavior and air rage
  • 08 Jul 2026

Air rage incidents can cause costly and complicated diversions for airlines. They can also touch on many aspects of aviation insurance, making their increased prevalence a concern across the industry.

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.