Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Artificial Intelligence - Claims against law firms
  • 14 hours ago

How Generative Artificial Intelligence (AI) is playing a role in professional indemnity (PI) claims against law firms

Beyond the Magnificent Seven: How US SMID caps are riding the AI wave
  • 14 hours ago

US SMID companies are emerging as quiet powerhouses in the AI economy.

Uncommon truths: Joining the dots: UK budget, banks, gold and AI
  • 1 day ago

Though unpopular in the media, the recent UK budget seemed to calm financial markets. It also helped UK bank share price performance and may shed light on the popular themes of gold and AI.

Asian equity outlook 2026
  • 1 day ago

We have a positive view of Asian equities as we head into 2026. Four key themes are expected to drive opportunity in Asia: Chinese AI, Chinese healthcare, India’s consumption revival and the Equity...

ESG outlook: How are responsible investing trends converging with broader economic realities?
  • 1 day ago

Responsible investing is shifting from aspirational ESG ideals to financially material considerations, aligning with broader economic realities.

Diversifying your Asia exposure: Australia private equity
  • 1 day ago

Introduction As private equity investors reassess Asia exposures amid geopolitical and regulatory uncertainty, Australia presents a differentiated proposition.1 It combines the resilience of a s...

Time For Your Close-Up, Mr. Roboto
  • 1 day ago

December 02, 2025 Time For Your Close-Up, Mr. Roboto As artificial intelligence converges with the physical world, a variety of humanoid robots are ready to...

Breaking down the hydrogen hype
  • 1 day ago

The European hydrogen industry has experienced a turbulent 2025, with project delays and cancellations dominating the headlines. But the data tells a more nuanced story, with large volumes of proje...

The Future of Global Travel: Trip.com Group CEO Jane Sun
  • 1 day ago

Trip.com Group has revolutionized the travel industry with its focus on the customer and innovation. CEO Jane Sun explains how the company has adapted to changing market trends and harnessed techno...