Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Electrification: a driver of resilience for emerging economies
  • 31 Jul 2026

For investors looking to make an impact, the theme of electrification has always played a significant role in the investment universe.

Find value in the AI stack
  • 31 Jul 2026

As AI’s investment opportunity broadens, finding value is becoming more important and more difficult. Our framework helps investors navigate the AI ecosystem layer by layer, testing where the inves...

Economics Weekly: Poetry in Numbers
  • 31 Jul 2026

In this Economics Weekly, Richard de Chazal uses poetic license to adapt the interpretation of the poem, The Red Wheelbarrow, to what is taking place today in the financial markets and with the evo...

How AI is transforming benefits document workflows
  • 31 Jul 2026

Benefits teams are using intelligent automation to manage summary plan descriptions – cutting manual work, reducing review cycles and freeing teams for strategic priorities.

The AI Talent Shift: Identifying Tomorrow’s Leaders in Software
  • 31 Jul 2026

The ABC of MAC: how multi-asset credit strategies can offer dynamic performance across the economic cycle
  • 30 Jul 2026

In today's uncertain market environment, we believe a multi-asset credit (MAC) strategy has the potential to provide institutional investors with a dynamic solution for their income needs.

Podcast: Behind the headlines: Private credit defaults, recoveries and AI risk
  • 30 Jul 2026

Explore our latest Private Capital Call episode featuring KBRA's Chief Rating Officer Bill Cox and Head of Default Research Eric R...

Digital AI to physical AI enablers: Asia benefits
  • 30 Jul 2026

As AI transitions from software innovation to physical deployment, Asia's physical AI ecosystem is becoming an increasingly important source of global investment opportunities.

There’s more to growth than AI
  • 30 Jul 2026

As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.