Thematic / Megatrends

Consider how global mega forces are impacting portfolios

How company culture can drive effective AI adoption
  • 2 days ago

Leaders are focusing on six elements of culture to make AI adoption more effective.

AI growth: energy, emissions and water considerations
  • 2 days ago

Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.

Introducing the Virtune Stablecoin Index
  • 2 days ago

Martin Leinweber, CFA, Crypto Digital Asset Product Strategist

Peak Uncertainty: Forecasters wrestle with muddled outlooks for long-term oil demand
  • 2 days ago

Energy forecasters have long been calling for a near-term peak in global oil demand as year-over-year growth slows in the largest consumer markets of US, China, and Europe. These outlooks are being...

Sacrificing the future? Preparing for a Budget clampdown on pension salary sacrifice
  • 2 days ago

Our experts crunch the numbers and assess what a UK Budget clampdown on pension salary sacrifice might mean for employers and employees.

Japan Investment Commentary and Market Outlook October 2025
  • 2 days ago

Japanese equities rose in October, supported by strength in AI-related stocks and improved sentiment following Prime...

AI-Linked Debt, Fed Cut Doubts Hit Stocks
  • 2 days ago

Global equities dip amid concerns over an AI-driven debt buildup

2025 Annual Sustainability Report
  • 3 days ago

The 2025 sustainability report from IFM Investors, highlights progress in sustainability, climate resilience, and social impact driving resilience across global infrastructure projects.

IFM Investors releases 2025 Annual Sustainability Report
  • 3 days ago

IFM Investors today released its 2025 Annual Sustainability Report, highlighting the firm’s continued consideration of financially material long-term risks to our global investment portfolio and co...