Thematic / Megatrends

Consider how global mega forces are impacting portfolios

AI and Quant Investing - Powerful New Tools, Not a Magic Wand
  • 16 Jun 2026

Explore the strengths and limitations of large language models and how their most useful capabilities can be harnessed within a robust quant equity framework.

Pride Month: Advancing inclusion, wellbeing and support for LGBTQ+ employees
  • 16 Jun 2026

Pride Month is an opportunity for organizations to reflect on how inclusive benefits, mental health support and strong leadership can advance LGBTQ+ employee wellbeing and drive lasting impact.

Access and Time: The Key Drivers of Venture Outcomes
  • 16 Jun 2026

Adams Street Managing Partner & Head of Investments Jeffrey Diehl recently joined David Weisburd’s How I Invest video podcast to discuss what he believes are two of the most important drivers of lo...

Taking the leap: Incorporating climate in core investment-grade allocations
  • 16 Jun 2026

How can investors align their credit allocations to net-zero commitments and maintain returns?

Japan Investment Commentary and Market Outlook May 2026
  • 16 Jun 2026

AI-led rally with measured volatility:Japanese equities advanced strongly in May, led by AI and semiconductor-related...

Efficient AI: solutions for a resource-intensive era
  • 16 Jun 2026

How Fixed-Income Investing Is Evolving for European Insurers
  • 15 Jun 2026

The search for yield, diversification and capital-efficient income is driving change. Powerful forces are reshaping insurance investment portfolios, ranging from lower forecast public-market return...

Confidence in a changing climate
  • 15 Jun 2026

How can institutions forge impactful climate strategies that are right for them and their end beneficiaries? Our “Confidence in a changing climate” guide showcases some of the solutions we have dev...

Equities outlook: Balancing AI’s promise and near-term macro risk
  • 15 Jun 2026

Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.