Thematic / Megatrends

Consider how global mega forces are impacting portfolios

"The role of emerging markets is becoming much more strategic."
  • 02 Jun 2026

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?
  • 02 Jun 2026

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
  • 02 Jun 2026

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

What Are Investors Really Getting from Private Markets?
  • 02 Jun 2026

Illiquidity premia and manager skill can play key roles. Private markets have become integral to modern portfolios, with many investors searching for higher returns and diversification, including...

Cashing in the Chips?
  • 02 Jun 2026

The rally in U.S. equities continued in May, with the S&P 500® posting 11 all-time closing highs during the month. A key catalyst for the market’s upward march has been optimism surrounding compani...

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