Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Decarbonising portfolios 2026: Tracking the transition across investment benchmarks
  • 14 hours ago

Explore portfolio decarbonisation trends, carbon metrics and climate risk insights to better track portfolio emissions and net zero progress.

The wrong lesson from the dot-com bubble
  • 14 hours ago

AI may transform the economy, but, as the dot-com era showed, disciplined diversification matters more than predicting the individual winners.

Navigating global mobility: Insights and strategies in international employee benefits
  • 15 Sep 2026

The 2026 IME Benefits Design Survey shows employers are moving beyond benefit provision, placing greater emphasis on compliance, vendor oversight, cost management, & program coordination.

The Reindustrialization of America Is Underway
  • 15 Sep 2026

After four decades of offshoring, a combination of pandemic-era supply shocks, rising geopolitical competition, and renewed policy focus is driving a concerted effort to rebuild America's industria...

Best Performing ETFs in 2026, ETF Watch Video
  • 15 Sep 2026

See which ETF strategies are leading the way and why across AI, cybersecurity, income, and energy year-to-date.

Japan Investment Commentary and Market Outlook August 2026
  • 15 Sep 2026

Japanese equities advanced in August despite intermittent volatility driven by geopolitical developments and shifting expectations for U.S. monetary policy. Importantly, earnings growth remained ro...

Must Read Research: Walmart & Ads; Quantum, Computing Power Trading; Lodging Demand
  • 15 Sep 2026

In this episode of Must Read Research on Global Research Unlocked, Candace Browning explores why compute is becoming one of the most valuable currencies in the global economy.

The World Rewired
  • 15 Sep 2026

In our February 2026 report Supply Chain Financing: Durable Global Trade in the Age of AI, we found that global supply chains had been resilient despite geopolitical pressures. Six months later, we...

An aye for AI
  • 15 Sep 2026

Here's the latest weekly update from our investment team.