Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Financing the AI Infrastructure Boom
  • 20 Aug 2026

Western Asset: How the race for compute is reshaping credit markets.

Positives and negatives: what’s fuelling moves in battery value-chain equities?
  • 20 Aug 2026

Leading names in the battery value-chain have sold off as a result of wider clean energy pressures and idiosyncratic factors, but the longer-term outlook remains...

The tech pillars shaping fixed income’s future
  • 20 Aug 2026

As the fixed income market evolves, Vanguard is pairing advanced technology with expert insight to enhance client outcomes over time.

Thirsty data centres: How AI Is reshaping water demand and risk
  • 19 Aug 2026

Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.

In a hotter, riskier world, nature is critical economic infrastructure
  • 19 Aug 2026

Climate change is exposing the financial costs of degraded ecosystems. Learn why investors are increasingly recognising nature as critical infrastructure for resilience, risk management, and long-t...

Six investor questions for the final months of 2026
  • 19 Aug 2026

Global markets have navigated geopolitical tensions, higher oil prices and renewed AI concerns, yet growth and earnings remain resilient. We look at six key questions investors are asking as 2026 e...

BMO ETF Portfolios’ August Commentary: The Broadening Market: Opportunities Beyond AI Leadership
  • 18 Aug 2026

Anyone who said “Sell in May and Go Away” is likely feeling validated...

Who Will Earn the Returns on the AI Buildout?
  • 18 Aug 2026

The infrastructure opportunity is broadening. The payoff may be far more selective.

Is AI taking our jobs yet?
  • 17 Aug 2026

Artificial intelligence (AI) may eventually reshape some jobs, but the latest US industry data show little evidence so far of weaker job growth in sectors...