Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Kristian West
  • 18 hours ago

Managing Director, is Head of Investment Platform. He is responsible for identifying synergies across our investment platforms and optimizing. This includes leveraging the strengths of our investme...

Power, protests and the future of investor influence
  • 18 hours ago

Explore the evolving ESG landscape, where shareholder power is shrinking in the US but growing in South Korea. Discover the future of investor influence.

From discovery to decisions data AI and the future of mining
  • 18 hours ago

In mining, advantage rarely comes from the technology itself. It is shaped by how effectively it is applied to the problems and opportunities experienced by our teams, how well it is integrated int...

Software: When artificial intelligence reshuffles the deck
  • 18 hours ago

AI is undermining traditional software. But it is forcing companies to reinvent themselves.

From data to decisions: The role of factors in Systematic Fixed Income
  • 18 hours ago

Past performance, historical and current analyses, and expectations do not guarantee future results....

How AI Will Transform Your Supply Chain and Receivables Finance Strategy
  • 24 Mar 2026

What if your financial strategies could predict the future, not just react to the past? In today's dynamic global economy, optimizing working capital and effectively managing financial risk are par...

Credit outlook: Halo, is it me you're looking for?
  • 24 Mar 2026

AI shocks and energy turmoil are reshaping credit. Discover why HALO assets offer resilience and where risks are rising now.

Q&A: Four forces currently shaping equity markets
  • 24 Mar 2026

Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.

CIO Perspectives Podcast: Quality Stocks on Sale: Value Investing in an AI-driven Market
  • 23 Mar 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...