Thematic / Megatrends

Consider how global mega forces are impacting portfolios

The week in markets: Data over drama
  • 14 Aug 2026

Encouraging inflation data calmed concerns about higher rates just as another wave of strong AI news kept investors firmly focused on growth.

Materiality Matters: Employee Turnover in Information Technology
  • 13 Aug 2026

Competition for AI talent has intensified. Employee turnover may matter more than investors think.

Who governs access? GLP-1 medicines and the new stewardship challenge
  • 13 Aug 2026

Healthcare delivery is becoming more consumerised, blurring traditional lines of responsibility between manufacturers, clinicians and healthcare systems. As new access models emerge, investors are...

Quarterly engagement report: Q2 2026
  • 13 Aug 2026

Our Q2 2026 engagement report provides updates on engagement and voting across environmental, social and governance topics.

Four reasons why the AI boom is a real estate story
  • 13 Aug 2026

Japan’s Growth Strategy: a powerful tailwind for equities and active investing
  • 12 Aug 2026

Japan’s new Growth Strategy aims to channel over JPY 370 trillion into AI, digital infrastructure and other strategic sectors, supporting earnings growth and productivity. Combined with governance...

Tame CPI Adds to Early Stock Gains on AI Earnings
  • 12 Aug 2026

The July Consumer Price Index rose 0.1% and core inflation was up 0.2%, which Schwab experts say may keep the Fed on hold. A $42 billion 10-year Treasury auction is on tap today.

Beyond SpaceX: The structural drivers behind the next generation of space companies
  • 12 Aug 2026

SpaceX's success has unlocked the infrastructure for a broader commercial space economy, creating a compelling investment opportunity supported by growing government and private-sector demand.

AI in Emerging Asia: A Dynamic Ecosystem
  • 12 Aug 2026

Emerging Asia has taken center stage in the AI revolution. From hyperscalers to chip producers and infrastructure enablers, companies across the region anchor a vibrant ecosystem with myriad invest...