Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Apex Group to expand digital asset capabilities through collaboration with Zodia Custody
  • 31 Mar 2026

Apex Group company, and Zodia Custody, the institution-first digital assets platform with shareholders and investors including Standard Chartered

Best ideas across asset classes
  • 31 Mar 2026

We suggest a barbell approach balancing growth-oriented U.S. tech/AI exposure with defensive positioning in dividend growers and l...

AI and Healthcare's Digital Front Door: The Future of Patient Engagement
  • 31 Mar 2026

AI is reshaping the healthcare “digital front door,” streamlining everything from scheduling to payments. Explore how intelligent automation is turning patient engagement into a competitive advantage.

Artificial intelligence and the social equation
  • 31 Mar 2026

Artificial intelligence (AI) has the potential to...

The future of alcohol
  • 31 Mar 2026

As part of our investment process, we monitor developments under the environmental, social and governance (ESG) pillars to understand how they...

A Reset in Software — And Why Discipline Always Matters
  • 31 Mar 2026

The private equity software playbook is being rewritten as higher rates and AI reset valuations, growth and leverage.

Is it the right time to invest in India?
  • 31 Mar 2026

The GAM Emerging Markets Equity team’s Ygal Sebban and Meera Patel share their views on India, pointing to elevated valuations and limited direct exposure to the global AI investment cycle. That sa...

JH Explorer in the Andes: Take my breath away – Inside the Vicuña district, a future engine of global copper supply
  • 30 Mar 2026

A first-hand look at the Vicuña district high in the Andes, exploring why large-scale copper projects are vital to the energy transition and long-term global supply.

Emerging-Market Equities: A Brief History of Volatility and Recovery
  • 30 Mar 2026

Could heightened uncertainty driven by the Middle East conflict lead to strong return potential? Emerging-market (EM) equities have been hit hard since the Iran war began, as investors worry about...