Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Using a circular economy lens to uncover value amid disruption
  • 21 hours ago

Explore how supply chain shifts, AI-driven demand and Asian tech leaders are creating new growth opportunities.

Tokenisation gaining altitude: what 100+ asset management executives really think
  • 21 hours ago

Explore tokenisation services covering asset tokenisation, tokenising assets, digital currencies, and the tokenisation process to unlock access, efficiency, and new investment opportunities.

REASSURINGLY DIVIDED: WHY THE AI-DRIVEN ECONOMIC DISPARITY SHOULDN’T CONCERN INVESTORS
  • 21 hours ago

Economists and strategists have long been taught that the US economy is dominated by consumers, and of course this is borne out by the well-established contribution of consumption to economic growt...

Campbell: Keep calm and carry on
  • 21 hours ago

Campbell is a systematic investment manager founded in 1972, the very same year UBP began investing in hedge funds, marking a parallel legacy of early innovation in alternative strategies.

Debt, Geopolitics, and Humanoid Robotics: Unlocking Productivity in a Changing World
  • 21 hours ago

Explore one of our recent reports, which navigates the geopolitical race for humanoid dominance.

What AI can't build: The enduring role of infrastructure in a disrupted world
  • 18 Jun 2026

AI is repricing risk across sectors. We examine why infrastructure's physical, capital-intensive nature makes it resilient to substitution, and where AI is likely to enhance, rather than displace,...

Invitation | 2026 Amundi's Mid-Year Outlook: Power of endura...
  • 18 Jun 2026

Join this Mid-Year Outlook 2026 to assess geopolitical risk, the new Fed Chair, Europe’s security agenda and AI opportunities, and refine portfolios for...

Meeting climate targets: A more complex journey
  • 18 Jun 2026

Climate policy is evolving and the transition will be fragmented. Investors will need different frameworks and better tools

When the future feels unclear: Building resilience that lasts
  • 18 Jun 2026

Uncertainty can trigger our brain's stress response, but resilience is within reach. Explore evidence-based strategies to support your mental and physical health and find stability in uncertain times.