Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Podcast: Behind the headlines: Private credit defaults, recoveries and AI risk
  • 23 hours ago

Explore our latest Private Capital Call episode featuring KBRA's Chief Rating Officer Bill Cox and Head of Default Research Eric R...

Digital AI to physical AI enablers: Asia benefits
  • 23 hours ago

As AI transitions from software innovation to physical deployment, Asia's physical AI ecosystem is becoming an increasingly important source of global investment opportunities.

There’s more to growth than AI
  • 23 hours ago

As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.

How Women Are Shaping the Future of Philanthropy
  • 23 hours ago

As women’s influence over wealth grows, so does their impact on philanthropy—bringing a more intentional, values-driven approach to giving across generations.

AI, macro events, and diversified returns
  • 29 Jul 2026

In a UBP-hosted podcast, Kier Boley, CIO of UBP Alternative Investment Solutions, spoke with Joseph Kelly, Managing Partner at Campbell, about two themes currently shaping conversations with invest...

To help children with rare diseases, we must solve drug delivery
  • 29 Jul 2026

Nanoparticle technologies hold promise for delivering gene therapies to children with few treatment options.

Data centre debt: Navigating shifts in sentiment
  • 29 Jul 2026

Data centres are becoming increasingly important in credit markets, as accelerating artificial intelligence (AI) adoption and continued growth in demand for cloud solutions drive significant capita...

‘Refi’ meets AI: impacts for MBS investors
  • 29 Jul 2026

Insurance Midyear Outlook: Finding Value in Tight Markets
  • 29 Jul 2026

A multifaceted perspective is critical for a full understanding of opportunity and risk.   At the halfway point of 2026, resilient growth, persistent risks and tight spreads complicate insurance po...