Thematic / Megatrends

Consider how global mega forces are impacting portfolios

An alternative model: China’s low-cost AI strategy
  • 22 Jul 2026

China’s low-cost AI strategy is reshaping the race for AI leadership, driven by efficient models, chip innovation and growing enterprise adoption.

Closing the gap between post-incident improvements and cyber insurance coverage
  • 22 Jul 2026

Post-incident improvements can create costly coverage gaps in cyber insurance. Understand how policies respond and how to align coverage with risk.

At the Edge of Insurability: When Wildfire Risk Becomes Investment Risk
  • 22 Jul 2026

Wildfires offer a case study in how climate-related risks can spread to capital markets. From severe wildfires in northern Ontario to record heat across Europe, extreme weather is back in the headl...

Beyond Demographics: Investing in Living
  • 22 Jul 2026

Insights from our portfolio managers

Climate investing myth busters: Five things people get wrong about low-carbon approaches
  • 22 Jul 2026

Climate investing is often assumed to involve a trade-off: better environmental outcomes in exchange for weaker performance. That assumption is too simplistic.

Japan Investment Commentary and Market Outlook June 2026
  • 22 Jul 2026

Market gains despite volatilityJapanese equities advanced in June despite volatility in AI-related stocks and ongoing...

Midyear Market Outlook: AI, Inflation and Where Investors See Opportunity
  • 22 Jul 2026

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...

Quick Thoughts: Mega IPOs—From Private to Public Markets
  • 22 Jul 2026

Mega IPOs could mark the next phase of the AI investment cycle, bringing mature private companies to public markets and reshaping market leadership.

Patchmageddon
  • 22 Jul 2026

The race to patch software vulnerabilities before zero-day cyber-exploitations proliferate