Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Midyear Equity Outlook: Earnings strength fuels optimism
  • 20 hours ago

Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.

As US markets become concentrated, Japan remains more diversified
  • 20 hours ago

Equity market concentration—especially in the US—has reached extreme levels, reducing true diversification. While this may reflect an early-stage innovation cycle, it raises valuation and portfolio...

Crypto Breadth Report - June 11, 2026
  • 20 hours ago

MarketVector

Multi-Asset: May Monthly Commentary
  • 20 hours ago

May proved a strong month for global equities, with markets buoyed by an exceptional first-quarter earnings season and continued enthusiasm surrounding artificial intelligence.

Global Fixed Income Strategy Monthly Report | June 2026
  • 20 hours ago

Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environme...

AI is booming – but is it responsible?
  • 20 hours ago

We believe AI – artificial intelligence, must be developed and used in a way that respects people, protects the planet and supports long-term value creation.

The case for private markets in an AI-driven world
  • 10 Jun 2026

Major changes to the Nature Index for 2026
  • 10 Jun 2026

The database has added publications from the applied and social sciences, while subjects will now be assigned by research article, not journal.

Apex Group Appoints Dr. Areeba Khan as Head of Shariah Products
  • 10 Jun 2026

Apex Group appoints Dr. Areeba Khan as Head of Shariah Products to expand its Islamic finance, asset management, and digital asset capabilities.