Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Why biodiversity matters for health - and investment
  • 22 May 2026

Biodiversity loss is increasingly a health crisis – and one with real economic consequences. From food systems to infectious disease risk, we explore what this means on International Day for Biolog...

Wealth Management: Market Perspective - Inflation, stock valuations, AI FAQs
  • 22 May 2026

The week in markets: Bonds tighten their grip
  • 22 May 2026

Borrowing costs climbed and took centre stage this week, while Nvidia’s standout performance met a relatively muted market reaction, underlining just how high expectations have become.

AI & Semiconductors: Durable Earnings Momentum into Year-End
  • 22 May 2026

Equity gains driven by earnings upgradesDespite lingering uncertainty surrounding the situation in Iran, global...

Multi-asset chart of the month for May: When a few stocks reshape markets
  • 22 May 2026

Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.

AI Credit Expansion: Assessing the Micro and Macro Risks
  • 22 May 2026

Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.

Voice-First AI: The Next Consumer Interface
  • 22 May 2026

Voice is moving from novelty to necessity in consumer AI—bringing new application-layer opportunities into focus for investors.

4 keys to maximizing AI with your employee communications
  • 22 May 2026

Effective communication creates clarity, builds confidence and drives connection. Explore 4 priorities for AI-enabled communication that delivers transformative outcomes, not transactional outputs.

WTW & Anthropic: Beyond insurance AI hype. A Talking Tech special
  • 22 May 2026