Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Financed emissions in practice: Navigating disclosure gaps and estimating impact
  • 22 hours ago

Financed emissions reveal climate risk exposure. Learn how to navigate disclosure gaps, use estimation models, and improve climate data insights.

Quarterly Thematic Chartpack Q1 2026
  • 22 hours ago

The MarketVector Quarterly Thematic Update provides a bird’s eye view of trends in the ...

Trending Forward: Beyond the Disruption
  • 13 Apr 2026

The evolution and future of softwareInvesting Insights from the Sustainable Equity Team

CT UK Social Bond Fund Annual Social Performance Report 2025
  • 13 Apr 2026

Our CT UK Social Bond Fund 2025 Annual Social Performance Report, independently produced by The Big Issue Group, shows how UK social bonds can support affordable housing, clean energy, vital infras...

Private Credit Under Scrutiny: What Matters—and What Doesn’t
  • 13 Apr 2026

Key Takeaways Headline risks are overstated: recent bankruptcies were driven by non-core lending and fraud—not systemic weakness in private credit The real risk is manager-specific: concentration...

What Does the Iran War Mean for Emerging Markets?
  • 13 Apr 2026

In a volatile period, we believe emerging markets’ stronger fundamentals will shine through the noise. Conflict in the Middle East—and the resulting energy shock—has raised concerns for emerging ma...

Not so artificial: The case for building investment-led Al solutions
  • 13 Apr 2026

Manulife's investment-led Al tools cut research time, deepen fundamental analysis, and improve real-time responsiveness—while keeping investment decisions with professionals under strong governance...

The 60/40 Portfolio Is Dead. Long Live the 60/40.
  • 13 Apr 2026

Martin Leinweber, CFA, Head of Digital Asset Research & Strategy

A Better Vantage Point The great rotation in the age of AI
  • 13 Apr 2026

A Better Vantage video discusses how AI may shape markets over time, including the “great rotation” from builders to adopters and the potential for market volatility.