Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Governance is the alpha: Gulf family capital in 2026
  • 07 Apr 2026

Key 2026 trends shaping Sharia asset management for family offices — from compliant private credit and governance frameworks to AI-driven portfolio operations.

One to Forget: SPIVA Europe U.K. Equity Active Fund Performance in 2025
  • 07 Apr 2026

2025 was full of memorable moments, from tariff tensions and continued AI advancement, to pop stars in space and billionaire weddings. For U.K. active equity funds, however, 2025 may well be a year...

Auto Insurance in Transition: Competition, Pricing, and the Rise of AI
  • 07 Apr 2026

Adam Klauber, William Blair’s group head of financial services and technology research, sits down with Bill Daniel, CEO of AWL, to explore how the U.S. auto insurance market is evolving after an ex...

Funding the Future: The Capital Sources Fueling AI
  • 07 Apr 2026

Investment Banking’s Anu Sharma and Jim O’Connor discuss potential sources, incentives, and implications for AI capital formation.

Timberland and farmland investment: unlocking natural capital value
  • 07 Apr 2026

Timberland and farmland are becoming powerful platforms for climate resilience, ecological health, and potential long‑term value creation. With four decades of natural capital expertise, Manulife I...

AI Firms Going Public Could Help Identify Winners
  • 07 Apr 2026

AI companies going public may offer investors greater insight into their revenue streams and operations, helping to differentiate the AI winners and the AI losers.

The path ahead for GCC equities
  • 03 Apr 2026

How policy reform, expanding capital markets, and rapid adoption of technologies such as AI are reshaping growth drivers across Gulf region equities.

Where AI meets geopolitics and security: key insights for investors
  • 02 Apr 2026

The boom in artificial intelligence is creating exciting growth opportunities but also risks. We examine the geopolitical and cyber threats involved with this emerging technology.

Putting AI to Work: Streamlining Data Collection
  • 02 Apr 2026

The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...