Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Nature Index 2025: The world’s top 10 institutions for social-sciences research
  • 15 Jul 2026

American institutions lead the way in this newly added Nature Index subject.

Why Robinhood Went from App to Operating System
  • 15 Jul 2026

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

Quarterly Thematic Chartpack Q2 2026
  • 15 Jul 2026

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

Now More than Ever: The Case for Global Bonds
  • 15 Jul 2026

Uneven markets may create new opportunities for investors willing to look beyond home. As the forces shaping bond markets become more local, the opportunities become more global. From energy stress...

Weekly market insights: AI, inflation, and the Fed's next move
  • 14 Jul 2026

AI demand, energy risks, and inflation pressures test market resilience and the Federal Reserve’s outlook on monetary policy.

Crypto Breadth Report - July 14, 2026
  • 14 Jul 2026

MarketVector

Real Estate: From Repricing to Relevance
  • 14 Jul 2026

Commercial real estate is entering a new phase. Artificial intelligence and geopolitical volatility are reshaping how physical space is used and valued.

Positive structural case for EM won’t collapse under a few Fed hikes
  • 14 Jul 2026

EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed hike expectations...

Japanese equities: Broad AI ecosystem opportunities and rate normalisation reshape the investment case
  • 14 Jul 2026

The opportunity set for Japanese equities stretches far beyond the market's headline winners.