Thematic / Megatrends

Consider how global mega forces are impacting portfolios

AI runs on electricity. Fixed income finances it.
  • 25 Jun 2026

AI is driving a structural surge in electricity demand, shifting the bottleneck from computing to power infrastructure. Meeting this need requires investment, favouring debt financing, particularly...

Beyond beta: A framework for thematic investing
  • 25 Jun 2026

Thematic investing and hedge funds: An attractive way to capture market inefficiencies

United States: Virginia enacts paid family medical leave, joining 13 other states and D.C.
  • 25 Jun 2026

Virginia becomes the latest state to establish a paid family and medical leave program, with equal employee and employer mandatory contributions set to begin in April 2028.

What Markets Know That Headlines Don’t
  • 25 Jun 2026

Geopolitical headlines keep getting louder, but equities are staying calm. Learn how history, earnings and artificial intelligence (AI) explain the disconnect.

Sumitomo Mitsui Trust Asset Management partners with Eques Investments to launch Emerging Managers Program
  • 25 Jun 2026

Sumitomo Mitsui Trust Asset Management  (“SuMi TRUST AM”), is launching an Emerging Managers Program (“EMP”),  to support high-quality emerging managers and foster innovation within the Japanese as...

Engineering Liquidity: Secondaries in 2026
  • 25 Jun 2026

Adams Street Partner & Head of Secondary Investments Jeff Akers recently took part in PE Wire’s Engineering Liquidity: Secondaries in 2026 webinar to discuss how the secondaries market is evolving....

What a carry-on: starting yields as a valuation tool for sovereign bonds
  • 25 Jun 2026

Do starting yields predict US Treasury returns? Analysis using FTSE Russell indices shows how initial valuations relate to future performance.

Why companies can overlook climate resilience no longer
  • 25 Jun 2026

Draft legislation to transpose the EU Pay Transparency Directive in Bulgaria
  • 24 Jun 2026

Bulgaria releases a draft law introducing new employer obligations around pay disclosures in hiring practices, objective wage criteria and mandatory pay gap reporting broken down by gender.