Thematic / Megatrends

Consider how global mega forces are impacting portfolios

A climate signal is emerging in U.K. winter rainfall, and models may be underestimating it
  • 20 hours ago

Discover four ways U.K. winter storms are changing, what’s driving the shift, and how re/insurers can respond.

Cryptos, Stablecoins and Sovereign CBDCs
  • 20 hours ago

How should SWFs and Asset Owners rethink crypto assets in 2026? By Winston Ma, Partner of Dragon Global Family Office; Former MD, China Investment Corp (CIC)

Tax Highlights from the 2026 Alberta Budget
  • 20 hours ago

Alberta Budget 2026: revenue dips, oil forecast lowered, $9.4B deficit, no tax rate changes, new levies on rentals/tourism, higher education tax, new caregiver credit.

Where global economies sit in the AI stack
  • 20 hours ago

While global investors have been focusing on other emerging markets, Brazil has been working through political and fiscal changes. Now, the country's economic indicators are improving, and capital...

The future of sentiment: Leveraging BERT for financial market data
  • 20 hours ago

How BERT and FinBERT are revolutionising financial sentiment analysis, enabling faster NLP pipelines, stronger signals and new sources of trading alpha.

Seasoning to Taste
  • 20 hours ago

Enthusiasm over artificial intelligence (AI) has been one of the driving market forces in recent years, with investors’ expectations that certain companies stand to reap particular rewards from the...

Future Quality Insights: market dislocation is creating entry points in quality growth stocks
  • 02 Mar 2026

The broad rotation away from quality and defensive businesses towards deeper value and more cyclical areas appears largely complete. While style rotation has been an important driver of returns, it...

Equities: Lean Into the Disruption—Don’t Fight It
  • 02 Mar 2026

CIO Weekly Perspectives | March 02, 2026 Equities: Lean Into the Disruption—Don’t Fight It There’s no escaping the market impact of AI disruption and tariff uncertainty. But it’s better to lean int...

Equities: Navigate the AI and Tariff Disruption—Don’t Fight It
  • 02 Mar 2026

CIO Weekly Perspectives | March 02, 2026 Equities: Navigate the AI and Tariff Disruption—Don’t Fight It There’s n...