Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Using a circular economy lens to uncover value amid disruption
  • 9 hours ago

Explore how supply chain shifts, AI-driven demand and Asian tech leaders are creating new growth opportunities.

What AI can't build: The enduring role of infrastructure in a disrupted world
  • 18 Jun 2026

AI is repricing risk across sectors. We examine why infrastructure's physical, capital-intensive nature makes it resilient to substitution, and where AI is likely to enhance, rather than displace,...

Invitation | 2026 Amundi's Mid-Year Outlook: Power of endura...
  • 18 Jun 2026

Join this Mid-Year Outlook 2026 to assess geopolitical risk, the new Fed Chair, Europe’s security agenda and AI opportunities, and refine portfolios for...

Meeting climate targets: A more complex journey
  • 18 Jun 2026

Climate policy is evolving and the transition will be fragmented. Investors will need different frameworks and better tools

When the future feels unclear: Building resilience that lasts
  • 18 Jun 2026

Uncertainty can trigger our brain's stress response, but resilience is within reach. Explore evidence-based strategies to support your mental and physical health and find stability in uncertain times.

Bond Bulletin: Financing the AI buildout
  • 18 Jun 2026

AI-related bond issuance is rapidly becoming one of the most important areas of opportunity in corporate credit. This week’s Bond Bulletin explores how both the size and innovative structures of re...

What We Learned on the MFS Technology Bus Tour: AI’s COGS Shock
  • 18 Jun 2026

MFS investors speak with tech companies to learn how increased AI spending might affect COGS and highlight where traditional tech business models might fall short.

Liquidity Lowdown: Developments of AI in cash management
  • 18 Jun 2026

For cash managers operating in a data-heavy, time-sensitive environment, artificial intelligence (AI) is presenting significant opportunities. Advances in AI are demonstrating their value across a...

The Economic Impact of AI in Healthcare
  • 18 Jun 2026

AI is transforming healthcare, driving cost savings and improving patient care. Learn how this $1 trillion shift is reshaping the industry and creating opportunities for providers, patients, and in...