Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Finally Coming Into View? ‘Old-Economy’ Stocks Show Their Colors
  • 20 Mar 2026

After years of technology dominance, market leadership appears to be shifting. Will it last? The artificial intelligence (AI) trade that has dominated equity markets in recent years is showing sign...

Fintech forward: The march to AI-first
  • 20 Mar 2026

Fintech is evolving from API-first to AI-first—unlocking real-time intelligence, smarter automation and competitive advantage in financial services.

Global Investment Strategy Committee Outlook Q2 2026
  • 19 Mar 2026

The GISC maintains a constructive base-case on moderating but positive global growth. At the same time, the ongoing oil and logistics shock prompted by the war in Iran presents uncertainties and th...

Asia Tech+: Ride the tech innovation wave?
  • 19 Mar 2026

Asia tech is booming - discover how the FTSE Asia Tech+ Index unlocks growth, diversification and global innovation beyond US tech dominance.

Innovation in Active ETFs: Conviction in both quant and fundamental research to pursue alpha
  • 19 Mar 2026

How we work to drive client outcomes through a combination of disciplined quantitative models and fundamental research driven company-level insights.

Letting AI do the ordinary so humans can do the extraordinary
  • 19 Mar 2026

See how early adopters are using AI to elevate human judgment and creativity.

Ensuring food security in Egypt
  • 19 Mar 2026

Trade finance case study

Bond Bulletin: No software softness in European high yield
  • 19 Mar 2026

The European high yield bond market has been relatively well insulated from recent concerns over AI’s potential impact on the software sector. In this week’s Bond Bulletin, we explore European high...

AI investing in China: A pragmatic approach and scale offer competitive advantages
  • 19 Mar 2026

China’s AI sector is entering a pivotal phase in 2026, driven by mass adoption campaigns, rapid progress in agentic models, and a pragmatic approach to funding and monetisation.