Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Governance is the alpha: Gulf family capital in 2026
  • 07 Apr 2026

Key 2026 trends shaping Sharia asset management for family offices — from compliant private credit and governance frameworks to AI-driven portfolio operations.

One to Forget: SPIVA Europe U.K. Equity Active Fund Performance in 2025
  • 07 Apr 2026

2025 was full of memorable moments, from tariff tensions and continued AI advancement, to pop stars in space and billionaire weddings. For U.K. active equity funds, however, 2025 may well be a year...

Auto Insurance in Transition: Competition, Pricing, and the Rise of AI
  • 07 Apr 2026

Adam Klauber, William Blair’s group head of financial services and technology research, sits down with Bill Daniel, CEO of AWL, to explore how the U.S. auto insurance market is evolving after an ex...

Funding the Future: The Capital Sources Fueling AI
  • 07 Apr 2026

Investment Banking’s Anu Sharma and Jim O’Connor discuss potential sources, incentives, and implications for AI capital formation.

Where AI meets geopolitics and security: key insights for investors
  • 02 Apr 2026

The boom in artificial intelligence is creating exciting growth opportunities but also risks. We examine the geopolitical and cyber threats involved with this emerging technology.

Putting AI to Work: Streamlining Data Collection
  • 02 Apr 2026

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...

Driving value through gender-lens investing
  • 02 Apr 2026

Mirova’s approach in Emerging Markets

Raising capital in the Americas in 2026: Four themes shaping allocator portfolios
  • 02 Apr 2026

Explore 4 themes shaping allocator portfolios in 2026 AI infrastructure, tokenisation, climate tech, and multi-generational investing.

Equity Outlook: Middle East War, Energy Shock Test Fragile Markets
  • 02 Apr 2026

Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...