Markets Recon

Thematic / Megatrends

Consider how global mega forces are impacting portfolios

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10 Nov Last indexed
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All Thematic / Megatrends insights.

Source Title Topics Published Actions
Invesco Weekly market insights: What a slower AI buildout may mean for markets
LSEG Asia Pacific capital markets gather momentum as investment needs evolve
UBS Asset Management Where will global trade go next?
AllianceBernstein Different by Design: Why Diversity Matters in Serving Diverse Clients
Amundi Post-election equity rotation reshapes opportunities beyond US technology and AI-linked stocks
Bank of America Must Read Research: Quantum, Unicorns, Copper and Chips
Blackstone Ari Emanuel on the Future of Entertainment in the Age of AI
CARLYLE Q4 2026 Global Private Markets Quarterly: A Wealth Portfolio Perspective
CIBC Asset Management Uranium and nuclear energy: What’s past is prologue
Fiera Capital Made in Canada: A New Structural Catalyst for Canadian Industrial Real Estate
Franklin Templeton Global Equity Pulse: Beyond the Chips—Powering the AI Revolution
Hamilton Lane Weekly Research Briefing: Bluebonnets in November
Man Group The Cost of Living Defined the Midterms. Now It Could Test the Fed
Nuveen Global macro musings: Europe's rotation faces earnings headwinds
Van Lanschot Kempen Five years on: from proving the case to scaling regenerative farmland
Triodos Investment Management Column by Joeri de Wilde: ‘A green revolution is not the same as phasing out fossil fuels’
Robeco AI investment should broaden beyond data centers
William Blair Economic Perspectives—Connecting the Headlines Across Global Markets
EFG International Will AI permanently boost economic growth? - interview with Stefan Gerlach
Baillie Gifford SAINTS spotlight: the half life of a market narrative
BNP Paribas Asset Management Take Two: Tech stocks hit after US midterms; Bank of England hikes interest rates
Invesco Tactical Asset Allocation – Monthly Update: November 2026
Muzinich & Co Muzinich Weekly Market Comment: The Executive Years – Two Years, One Pen
Neuberger Berman CIO Weekly: A November to Remember
S&P Global Capitalizing on West Africa’s high growth potential

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