Thematic / Megatrends

Consider how global mega forces are impacting portfolios

AI: Just another chapter for the boom-bust book, or can tech conquer all?
  • 1 day ago

Franklin Templeton Institute investigates the AI investment boom to see if it is following the pattern of other investment waves or if it has distinctive features that can prevent it from going bust.

UK Budget: What Investors Should Know
  • 1 day ago

While the Chancellor met her fiscal rules with unexpected headroom, the real challenge lies in delivering on future commitments.

Turbocharging HR: What does a future skills organization look like?
  • 1 day ago

Skills are everywhere in today’s HR conversations — but what does it really mean to be a skills-based organization?

Tech making you queasy? Healthcare could be the cure
  • 1 day ago

If you pick up a newspaper today, it is likely that you will find an article either proclaiming or disputing the existence of an AI bubble. As Chart 1 shows, in the week commencing the 17 October,...

Global equity outlook 2026
  • 1 day ago

While we may lack the mystical foresight of Brahan Seer, Scotland’s legendary prophet, we can see that clear trends are shaping investment landscapes. Looking ahead to 2026, elevated risk appetite...

The roadmap for the energy sector as it embraces AI
  • 2 days ago

The adoption of AI among energy and shipping companies is growing steadily. While it's helping to cut operational costs, boost productivity, and reduce emissions, a shortage of skills, data integra...

Future proofing your business: Building a strategy for climate resilience
  • 2 days ago

Explore climate risk in F&B with expert insights.

MediaTalk | Season 3 | Ep. 48 - A Few of Our Favorite Things From 2025
  • 2 days ago

In this special Thanksgiving edition of MediaTalk, host Mike Reynolds revisits insightful discussions with four prominent executives in the media industry, each sharing their perspectives on topics...

Using AI to predict the perfect exit: A new era for private equity
  • 2 days ago

Private equity firms manage trillions of dollars, yet predicting exit timing has historically been more an art than science. For investors, this uncertainty is critical.