Thematic / Megatrends

Consider how global mega forces are impacting portfolios

CIO Perspectives Podcast: Quality Stocks on Sale: Value Investing in an AI-driven Market
  • 23 Mar 2026

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...

Beyond data centres: Could fibre optic networks bridge the AI divide?
  • 23 Mar 2026

For AI to be truly revolutionary, it needs to be widely accessible, and that can't happen without high-speed connectivity.

AI Workloads and the Rising Complexity of Data Center Operations
  • 23 Mar 2026

As AI workloads push data centers to their limits, rising complexity is creating powerful, long-term opportunities for infrastructure service providers.

Why the future of chips depends on water
  • 23 Mar 2026

AI-driven chip demand is straining global water supplies. Discover how recycling tech is reshaping the future of semiconductors.

Digital Assets: From Wall Street Vaults to Sovereign Ledgers—The Institutional Infrastructure Developments in 2026
  • 23 Mar 2026

Digital Assets Monthly

Franklin Templeton Fixed Income Macro Views: AI tailwinds, geopolitical headwinds
  • 23 Mar 2026

Growth is holding up across major economies, according to the Franklin Templeton Fixed Income team, but geopolitics and energy prices are raising inflation risks. Policy remains the key swing facto...

AI disruption in software and technology: navigating the rerating
  • 23 Mar 2026

Watch the webinar replay of Nuveen's investment experts as they cut through the noise and examine what's happening beneath the sur...

Macro Views: AI tailwinds, geopolitical headwinds
  • 23 Mar 2026

Growth is holding up across major economies, according to the Franklin Templeton Fixed Income team, but geopolitics and energy prices are raising inflation risks. Policy remains the key swing facto...

The Battle Between Software and AI Agents Has Just Begun.
  • 23 Mar 2026

When markets price worst-case outcomes, they rarely occur. The recent software selloff reflects bold AI assumptions—read the full analysis to see why they may be too extreme.