Thematic / Megatrends

Consider how global mega forces are impacting portfolios

TTB Signs Lease Agreement at S-Oasis
  • 1 day ago

Singha Estate Partners with TMBThanachart and CBRE in lease agreement signing for office space at S-Oasis, positioning Vibhavadi as Bangkok’s future work.

What if investors get bored of AI?
  • 2 days ago

Global stocks have soared on AI hype—but what if investor interest fades? We explore the AI momentum driving earnings and markets and ponder the potential risks.

Quarterly Thematic Chartpack Q3 2025
  • 2 days ago

The MarketVector Quarterly Thematic Update provides a bird’s eye view of trends in the global equity markets through a thematic lens. We’ve organized ...

Making the shift with AI: The future of job levelling and skills-based approaches
  • 2 days ago

In this webcast we explored how job levelling and skills are being shaped by AI and how organizations are making this shift.

How AI is reshaping emerging markets equities
  • 2 days ago

China’s AI story is well known, but AI's effects on other emerging markets are less well known. We take a closer look at the AI’s impact across EM.

Business Insights | Cornering opportunity: Pre-auction success opposite Te Kaha One NZ Stadium
  • 2 days ago

In a precinct defined by regeneration and rising investor confidence, CBRE Christchurch’s Paul Brownand Chengyang Zhangfrom the Metropolitan Investment Sales team have delivered a standout result,...

Well, I wouldn’t start from here | Climate Transition Working Group paper
  • 3 days ago

The paper highlights the need for prudent risk management and urgent emissions reduction, and encourages deep engagement with climate scenarios.

Credit Markets: Strength Beneath the Surface, Caution Above It
  • 3 days ago

Rating momentum continues to trend positively, while default rates are comfortably manageable. Within the high yield universe, approximately 60 % of issuers are now rated BB [1], reflecting a clear...

AI: A MULTI BILLION DOLLAR OPPORTUNITY
  • 3 days ago

Huge amounts are being committed to investments in artificial intelligence. Josh Sambrook-Smith, Investment Manager, Global Equities, discusses what this could mean for various parts of the AI ecos...