Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Viva la Transition: Why reliability and resilience are shaping energy opportunities in 2026
  • 06 May 2026

Energy markets in 2026 are being reshaped by electrification, energy security and geopolitics. Tal Lomnitzer explains where he sees the most compelling opportunities across renewables, nuclear, gas...

Fibre, power and data centres: Europe’s digital autonomy imperative
  • 06 May 2026

Europe’s quest for greater autonomy is often framed through the lens of regulation, industrial policy, and strategic technologies such as semiconductors, cloud computing, and AI.

Aerial firefighting: A history of innovation and risk
  • 06 May 2026

Aerial firefighting has evolved rapidly over the last 80 years, becoming a vital part of the response to wildfires. Change continues apace, but the frequency and severity of wildfires is growing.

Beyond Mega Caps: Navigating Concentration and Diversification in Crypto Index Construction
  • 05 May 2026

Cryptocurrency investing straddles two seemingly contradictory truths: market leadership changes fast, yet overall exposure remains dominated by a handful of top assets. From 2018 to 2025, Bitcoin...

EM to the core, Episode 3 – The emerging markets consumer
  • 05 May 2026

Discover how rising incomes and digital access are reshaping emerging markets consumers—and the sectors poised to win.

United States regulatory updates Q1 2026
  • 05 May 2026

Explore key US regulatory updates for Q1 2026, including SEC, FinCEN, FTC HSR revisions, crypto regulations, and compliance impacts for financial institutions

Strategic Sector Selector: Approaching late cycle?
  • 04 May 2026

The mild pull-back in global equities during Q1 2026 was driven by the US-Iran conflict, while AI-related disruption simmered in the background.

Firewall as the Frontline
  • 04 May 2026

Cybercrime’s AI Moment Cybersecurity has recently entered the crosshairs amid advances in AI. The preview of Claude Mythos has raised concerns among government and industry officials about its broa...

The reward C-suite: What talent intelligence signals for compensation committees
  • 04 May 2026

How talent intelligence is reshaping executive compensation as AI, digital skills and C‑suite integration evolve, helping compensation committees design forward‑looking pay beyond benchmarking.