Thematic / Megatrends

Consider how global mega forces are impacting portfolios

"The role of emerging markets is becoming much more strategic."
  • 12 hours ago

In an environment marked by the return of inflationary tensions, the rise of AI, and the reshaping of geopolitics, Michaël Lok believes that markets are entering a new cycle.

Uncommon truths: Is AI delivering?
  • 12 hours ago

AI has certainly delivered for investors in the enablers but what about users? Unemployment is trending up in some countries, US productivity growth is rising and profits have been strong.

2026 Midyear Investment Outlook – Japan Equities
  • 12 hours ago

In 2H 2026, Japan equities could be supported by rising real wages, domestic demand, and a broadening market rally beyond AI leaders.

How innovation is transforming biotechnology
  • 01 Jun 2026

Franklin Equity’s Evan McCulloch and Akiva Felt look at five trends shaping the biotech landscape, what they mean for investors and why they highlight the long-term growth story for the sector.

Utility resilience assessment helps global semiconductor manufacturer secure $100M more capacity
  • 01 Jun 2026

An award-winning engineering and climate utility resilience assessment helped a global semiconductor manufacturer quantify interruption risk and secure an extra $100M in utility limit.

Agenticism, Beyond the Transaction
  • 01 Jun 2026

The era of AI-driven autonomous transactions is approaching, promising unmatched efficiency but also new challenges for finance functions. Our latest article explores the rise of agentic commerce a...

The U.S. Regulatory Inflection Point
  • 01 Jun 2026

Martin Leinweber, CFA, Head of Digital Asset Research & Strategy

The Viewpoint: AI: It is and isn’t a bubble
  • 01 Jun 2026

The most frequently asked question I get in client meetings: Is AI a bubble? Markets are becoming an AI singularity. It is the main, and some investors say only, source of both investment performan...

China: Charging the Road Ahead
  • 01 Jun 2026

China sits at the center of the EV transition. Our latest EM Monitor explores how its scale, innovation, and supply chains are reshaping the global auto industry.