Thematic / Megatrends

Consider how global mega forces are impacting portfolios

How to Recognize Alpha Potential in Active Equity Portfolios
  • 21 May 2026

Big benchmark bets can backfire. Lower-risk strategies may better showcase real stock-picking skill. Chasing performance by deviating from a benchmark has long been the hallmark of active managers....

AI, Space, and the IPO Boom
  • 21 May 2026

A look at three potential market-defining public debuts

How will AI impact jobs?
  • 21 May 2026

Simply put analyses the impact of AI on jobs since 2022 and finds a more nuanced picture than pure employment destruction.

Capturing emerging trends in the green economy with LSEG’s Green Revenues Classification System
  • 21 May 2026

See how the Green Revenues Classification System enables investors to identify and access emerging green economy themes like climate adaptation and biodiversity.

Clarity and resilience: New guidance for European Money Market Funds
  • 21 May 2026

New guidance on the rules governing European money market funds should strengthen the market’s foundations and provide a firm footing for innovation and growth, argues Alastair Sewell.

Quick View: Is NVIDIA approaching an ‘Apple moment’?
  • 21 May 2026

Can NVIDIA convince the markets that it deserves more recognition for its potential for longer-term sustainable growth and continued innovation?

AI, Market Power, and Diminishing Labor Share
  • 21 May 2026

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Climate adaptation is no longer ‘tomorrow’s’ investment opportunity
  • 21 May 2026

Quick View: An AI report card through the lens of Nvidia earnings
  • 21 May 2026

Nvidia’s quarterly earnings report demonstrates that the artificial intelligence (AI) supercycle is not just progressing but likely accelerating.