Thematic / Megatrends

Consider how global mega forces are impacting portfolios

AI in Asia – Reality versus Opportunity
  • 14 hours ago

Asia is central to the AI investment cycle, but who are the real winners.

Three Reasons to Stick with Growth Stocks in Rotating Markets
  • 14 hours ago

Market forces that have challenged profitable-growth stocks could set the stage for a recovery. US growth stocks underperformed in early 2026 amid AI disruption fears and an unresolved conflict in...

Global regulatory update Q1 2026
  • 14 hours ago

Explore global regulatory updates for Q1 2026 covering AML/CFT frameworks, ESMA guidelines, FATF grey list changes, crypto regulations, and key compliance trends

Assessing the sustainability of the ...
  • 14 hours ago

Key risks shaping the sustainability of the current AI cycle

What’s next for quant investing
  • 14 hours ago

Dr Joanna Nash, Senior Quant Portfolio Manager and Head of Portfolio Management and Dr David Walsh, Head of Investments share the key drivers of recent outperformance and how AI is enhancing the in...

Muzinich weekly market comment: Economic divergence
  • 14 hours ago

As market momentum fades and inflation surprises ease, a growing divergence between the US and Europe is coming into sharper focus. While AI-driven investment continues to support US growth and rei...

Czechia: Draft legislation to transpose the EU Pay Transparency Directive
  • 25 May 2026

Czechia takes steps to implement new pay transparency rules that could begin to take effect in 2027, some of which deviate from EU directive requirements to close a widening gender pay gap.

Wealth Management: Market Perspective - Inflation, stock valuations, AI FAQs
  • 22 May 2026

The week in markets: Bonds tighten their grip
  • 22 May 2026

Borrowing costs climbed and took centre stage this week, while Nvidia’s standout performance met a relatively muted market reaction, underlining just how high expectations have become.