Thematic / Megatrends

Consider how global mega forces are impacting portfolios

IMF outlook: global resilience, persistent inflation and market implications for investors
  • 20 Oct 2026

The IMF global growth outlook signals resilient yet uneven activity, AI-led investment and persistent inflation risks, reinforcing the need for supply buffers, fiscal repair and disciplined policie...

AI Is Transforming How Economies Develop and Compete
  • 20 Oct 2026

Economies around the globe are making progress on AI. What differentiates the front-runners is how quickly they move from commitment to action.

Ports Are Scaling AI. Here’s How to Make It Deliver.
  • 20 Oct 2026

Our survey of more than 100 port and terminal leaders finds AI adoption is broad but proof is rare. Four moves can close the gap.

Catastrophe Models and Capital Markets in the Insurance Industry
  • 20 Oct 2026

By Dom Dusseau and Brendan Ng, Woodwell Climate Research Center Cat bond investors are being paid less for taking on risk. The average spread on new cat bonds has fallen from 3.71…

Pink October 2026 and the move towards more precise cancer care
  • 20 Oct 2026

A cancer diagnosis raises very personal questions. Which treatment is most likely to work? How will doctors know whether it has worked?

Q3 Tech Earnings Preview: Can AI Save the Day?
  • 20 Oct 2026

Here's what to watch as the Magnificent Seven report earnings, from AI monetization and spending plans to headwinds from persistent inflation and rising Treasury yields.

Intellectual Capital: Technology and Innovation
  • 20 Oct 2026

Introducing the third report in our IC series – Technology and Innovation.

Weekly Research Briefing: Coffee is for Closers
  • 20 Oct 2026

We knew there would be speedbumps on the road to AI nirvana. After moving past the initial worries of 'The Matrix,' 'The Terminator,' and other end-of-world risks, the software needed to be written...

The Future of Aging and Longevity: A Decade of Progress, A Decade to Act
  • 20 Oct 2026

What will it take to make longer lives better lives for everyone?