Thematic / Megatrends

Consider how global mega forces are impacting portfolios

The Art of Contrarian Investing: Positioning For The Future
  • 17 hours ago

Green bonds: from climate tool to strategic necessity
  • 17 hours ago

What began as a climate-focused instrument now supports a broader set of themes, including digital infrastructure, industrial transition and system resilience. For investors, this widens the opport...

Major US equity indexes IPO treatments
  • 17 hours ago

This piece compares IPO treatment across five major US equity indexes, including fast entry exceptions to standard rules.

Why oil shocks matter for portfolios
  • 17 hours ago

Oil shocks carry repercussions for portfolios because they affect inflation, institutions and capital flows. While the 1970s remain a useful reference, today’s backdrop is more resilient, supported...

Beyond hype: AI benefits taking shape
  • 17 hours ago

AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitiv...

Prescribing autonomy: Europe’s new health investment theme
  • 17 hours ago

Explore Europe’s health sovereignty investment theme, focusing on supply chain resilience, the EU Critical Medicines Act, and healthcare innovation opportunities.

StepStone & PitchBook Launch Deal-Level Benchmarking Solution for Private Markets
  • 17 hours ago

Now generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows Gives fund managers, investors, and service providers g...

When energy security accelerates dependency: The Chinese OEM paradox
  • 17 hours ago

Record investment, policy support and rapid innovation are driving renewable energy's new era of growth — powered by Chinese OEMs.

From breakthrough to bankable: Scaling high-potential renewable technologies
  • 17 hours ago

Green hydrogen, next-gen geothermal and space-based solar power are nearing commercial reality — but only the most scalable will succeed.