Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Finding value in today's commodity cycle
  • 18 hours ago

Commodity cycle opportunities: How active value investors can uncover cash-generating energy and materials companies with strong fundamentals.

AI in credit markets as investment races ahead of corporate profits
  • 18 hours ago

AI in credit markets: AI-linked issuers now 19% of US IG bonds, yet most companies show limited profit or credit gains so far.

DAs, liquidity & the future of CBP
  • 18 hours ago

ANZ pilot transaction shows use of distributed ledger tech can have real, tangible benefits for large cross-border transactions, ANZ expert says.

Private markets become asset class of choice as global investors seek to balance resilience and growth
  • 18 hours ago

Infrastructure has emerged as a global asset class of choice for institutional investors looking to strengthen portfolios in today’s volatile macroeconomic landscape while also seeking new growth o...

Europe's logistics landscape reshaped by energy shocks and climate disruption
  • 18 hours ago

2026 Paths of Distribution analysis reveals where logistics demand is strongest across 146,000 European micro-markets

Redesigning cross-border payments for a multi-rail world
  • 18 hours ago

The future of cross-border payments will depend on integrating diverse payment infrastructures into a coherent operating model.

Quant chart: Asian hardware stocks show big gains and big swings
  • 29 Sep 2026

Asian AI hardware stocks gained a median 173% in a year, yet fell 23% from recent highs, highlighting why stock selection matters.

European Equities: Finding Durable Growth Beyond the AI Trade
  • 29 Sep 2026

As Europe’s growth story broadens, compelling opportunities are surfacing in overlooked areas.

Does AI have a math problem?
  • 29 Sep 2026

U.S. stocks were mixed last week, with the S&P 500 Index and NASDAQ Composite both moving higher on strength in the AI trade, while the Russell 2000 Index fell as Treasury yields pushed to fresh po...