Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Politics, polls and portfolios: Making sense of US election season
  • 16 hours ago

As US voters prepare for the midterm elections, Chief Investment Officer Fahad Kamal explores a familiar challenge for investors: distinguishing between short-term political weather and the longer-...

Climbing the wall of worry: why markets keep hitting new highs
  • 16 hours ago

Stock markets reached new highs in Q3, despite geopolitical conflict and rising bond yields. Janet Mui, Head of Market Analysis, explains why AI investment underpins this resilience, where the risk...

Unlocking AI's Advantages in Investing
  • 02 Oct 2026

Building a durable AI edge requires strategy, data and discipline—grounded in human judgment.

Equity Outlook: AI, Higher Rates Raise the Bar for Diversification
  • 02 Oct 2026

New risks reinforce the need for high-quality, complementary return drivers.

Crypto Rallies After The CLARITY Act Stalls
  • 02 Oct 2026

Digital assets rallied in September despite Fed rate hike; all eight indices rose led by DeFi at 31.8%

Global Macro Outlook: Fourth Quarter 2026
  • 02 Oct 2026

Despite geopolitical shocks, global growth remains resilient as AI investment helps offset headwinds.

Beyond the Pilot: Overcoming the Hurdles to Enterprise Modernization in Insurance
  • 02 Oct 2026

Modernization in insurance rarely stalls because of the technology. As insurers transform finance, investment data and reporting while building the foundation for AI-enabled capabilities, the bigge...

Signals & Noise: Earnings Over Elections
  • 02 Oct 2026

Midterms may dominate headlines, but corporate earnings, inflation and interest rates remain the key drivers of US equities. In this episode of Signals & Noise, Savita Subramanian discusses the out...

Novel now, big scale shortly; AV speed reinforced by Bay Area trip
  • 02 Oct 2026

Autonomous vehicles appear to be reaching an inflection point, with the focus shifting from proving the technology to scaling fleets, geographies and business models. Fresh off their Bay Area trip...