Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Asia where AI is made
  • 26 Jun 2026

Asia where AI is made_tl

Share repurchases in public REITs
  • 26 Jun 2026

Despite their clear financial logic under the right conditions, repurchases raise material governance challenges, particularly in executive compensation.

Market Flash: Markets face mixed signals
  • 26 Jun 2026

•    Despite persistent points of contention between Iran and the United States, the reopening of the Strait of Hormuz and the lifting of sanctions on Iranian oil have brought crude oil prices back...

Decoding Sector Diversity and Network Concentration in Digital Assets
  • 26 Jun 2026

A common assumption about the digital asset market is that it remains a monolithic asset class dominated by a small number of names. However, examining the sector composition of the S&P Cryptocurre...

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...