Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Podcast: Behind the headlines: Private credit defaults, recoveries and AI risk
  • 11 hours ago

Explore our latest Private Capital Call episode featuring KBRA's Chief Rating Officer Bill Cox and Head of Default Research Eric R...

AI, macro events, and diversified returns
  • 29 Jul 2026

In a UBP-hosted podcast, Kier Boley, CIO of UBP Alternative Investment Solutions, spoke with Joseph Kelly, Managing Partner at Campbell, about two themes currently shaping conversations with invest...

To help children with rare diseases, we must solve drug delivery
  • 29 Jul 2026

Nanoparticle technologies hold promise for delivering gene therapies to children with few treatment options.

Data centre debt: Navigating shifts in sentiment
  • 29 Jul 2026

Data centres are becoming increasingly important in credit markets, as accelerating artificial intelligence (AI) adoption and continued growth in demand for cloud solutions drive significant capita...

‘Refi’ meets AI: impacts for MBS investors
  • 29 Jul 2026

Insurance Midyear Outlook: Finding Value in Tight Markets
  • 29 Jul 2026

A multifaceted perspective is critical for a full understanding of opportunity and risk.   At the halfway point of 2026, resilient growth, persistent risks and tight spreads complicate insurance po...

Seeking Steady Income in an Unsteady World
  • 28 Jul 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...

The enduring case for global equity income
  • 28 Jul 2026

The ongoing boom in Artificial Intelligence stocks has created headwinds for many actively managed strategies. In this article, the managers of Aviva Investors’ Global Equity Income strategy explai...

Asia Pacific living sector: From niche opportunity to strategic growth engine
  • 28 Jul 2026

Explore APAC living sector opportunities across senior living, co-living, student housing, and rental housing, driven by demographics and urbanization.