Thematic / Megatrends

Consider how global mega forces are impacting portfolios

European Infrastructure
  • 05 Aug 2026

Shaping the industry: Electrification, affordability, and AI

Hiring a Systematic Bond Manager? Seven Questions for Candidates
  • 05 Aug 2026

Systematic bond investing needs specialist skills and resources. Has your manager got what it takes? Investors are warming to systematic processes in bond markets. In this new approach, a dynamic m...

The next generation of retirement plans: The PEP-talk modern plans need
  • 05 Aug 2026

As retirement plans grow more complex, Pooled Employer Plans (PEPs) are helping organizations reduce risk, lower costs and improve employee outcomes through scale, innovation and expert management.

DIVERSIFICATION IN THE AI ERA
  • 05 Aug 2026

It is no exaggeration that artificial intelligence (AI) is dominating investment discourse today, with debate raging over whether we really are on the precipice of a revolution that will power the...

Agentic AI for Financial Applications: A Comprehensive Surve...
  • 05 Aug 2026

Language models have given rise to agentic AI. This paper analyses the full agentic stack together with its financial applications and risks.

AI Demand Remains Intact as Focus Shifts to Infrastructure Capacity
  • 05 Aug 2026

[External Link] Katsunori Ogawa, Chief Portfolio Manager for Sakigake High Alpha at SuMi TRUST AM, shared his views with WealthBriefing on the long-term outlook for AI investment, highlighting that...

Global Equity Pulse: AI's Next Phase—Investors Are Changing Where They Invest
  • 05 Aug 2026

The first phase of the AI boom rewarded companies that supplied the hardware. The next phase may favor companies that can turn AI investment into lasting profits. Find out more from Templeton Globa...

Weekly market insights: Is the angst over AI spending and Fed inaction warranted?
  • 04 Aug 2026

Investors are concerned that artificial intelligence spending is too high and that the Federal Reserve is behind the curve in fighting inflation. But what does the evidence say?

AI is redefining the wealth advisor experience
  • 04 Aug 2026

Discover how AI is transforming wealth management by helping advisors deliver personalised advice, improve efficiency and strengthen client relationships.