Markets Recon

Thematic / Megatrends

Consider how global mega forces are impacting portfolios

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4 Nov Last indexed
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All Thematic / Megatrends insights.

Source Title Topics Published Actions
Baillie Gifford China’s robotic rise: from cars to humanoids
Baillie Gifford Rethinking the future of healthcare
Capital Group Making the case for active at the core
Invesco 2027 Investment Outlook – Asia Equities
Invesco 2027 Investment Outlook - China Equities
Invesco ETF Connect: Accessing China’s AI value chain
Man Group Cheap AI Tokens, High Stakes
Nordea COP31: Three themes shaping the climate agenda
S&P Global How China's EV Transition Will Jolt Automakers, Dealers, And Insurers
Standard Chartered From digital assets experimentation to execution
Allspring Global Investments Pre-COP31 Investor Outlook: Key Themes for Antalya 2026
Aviva Investors US midterm elections – snapshot reaction
DoubleLine 5% Is Normal. The Deficit Isn’t. | Tim Paulson
Fidelity International US midterm elections: What a Democratic sweep means for the economic outlook
Franklin Templeton Quick Thoughts: Bluer Than Blue—Investment Implications
GMO Investing in American Resilience
Janus Henderson Investors Concentration issues: The problem with indexing bonds in an AI world
Man Group After the Midterms: Data Centres, Inflation and the AI Trade
McKinsey & Company From science fiction to reality: The next phase of shared autonomous mobility
McKinsey & Company Rethinking growth with AI: A conversation with Slack CMO Ryan Gavin
Morgan Stanley What the Democratic Midterm Sweep Could Mean for Markets
Morgan Stanley Investing in Europe Means Looking Beyond the Index
PIMCO Gordon Brown: Power and Politics in a Fragmented World
State Street Investment Management The morning after the midterms
State Street Investment Management Beyond individual bonds: Why target maturity ETFs may be a better way to build bond ladders

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