Thematic / Megatrends

Consider how global mega forces are impacting portfolios

On the road…in Uzbekistan
  • 1 day ago

Watch our latest video as Victor Erch from The Redwheel Emerging and Frontier Markets team shares insights from his recent trip to Uzbekistan and discusses the country’s exciting transformation, ri...

Newton’s Third Law of Economics
  • 1 day ago

For a time, it seemed that the tariffs unveiled in April might precipitate a full-blown U.S.-EU trade war. EU officials not only promised “reciprocal” tariff rates on U.S. goods, but also threatene...

Next in Tech | Ep. 244: Agentic Customer Experience
  • 1 day ago

As the holiday shopping season gets into full swing, this year thoughts are turning to agents and the changing role of AI in commerce. Sheryl Kingstone returns to discuss the impacts and offer insi...

Nature credits: Releasing private markets capital into the wild
  • 1 day ago

The next frontier in portfolio risk management and natural capital investing In our latest paper, we explore the expanding nature (biodiversity) credits market with a deep dive into some real-l...

The big beautiful unbelievable rally
  • 1 day ago

Contrarian voices grew louder in October while Nvidia’s Jensen Huang warned that “China will win the AI race”. Nonetheless, October proved positive for hedge funds, despite brief market volatility...

Playing the long game in biotech’s recovery
  • 1 day ago

The biotech sector has rebounded from a sharp sell-off earlier this year and could deliver even more value to investors who know where to look.

International liability: Directionally positive, despite reserving concerns
  • 1 day ago

For international markets, conditions are becoming more favorable, with undercurrents from claims and social inflation in the U.S. tempering meaningful softening globally.

Shifting consumer habits drive the resilient growth of digital platforms - Impax Asset Management
  • 1 day ago

2026 Investment Outlook: The synchronized shift
  • 1 day ago

Discover how easing trade tensions and AI gains could fuel a rare global upswing in 2026. Download the full Investment Outlook.