Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Riding the AI wave: How can tech investors harness change and volatility?
  • 1 day ago

Selectivity and valuation discipline are key to investing in tech stocks as as AI continues to drive economic transformation in 2026 and beyond.

Potential beyond conventional: active adult advancing the living sector
  • 1 day ago

A chronic national housing shortage—exacerbated by an aging population, demographic shifts, and rising development costs—is positioning senior housing for long-term, sustainable demand. The active...

Fixed income outlook: They want it all
  • 1 day ago

Markets enter 2026 with high hopes but little room for error. See why tight spreads, Fed bets, and AI optimism shape our fixed-income outlook.

Artificial Intelligence - Claims against law firms
  • 2 days ago

How Generative Artificial Intelligence (AI) is playing a role in professional indemnity (PI) claims against law firms

Beyond the Magnificent Seven: How US SMID caps are riding the AI wave
  • 2 days ago

US SMID companies are emerging as quiet powerhouses in the AI economy.

Target AI and policy-led growth, from US to emerging markets
  • 2 days ago

As AI powers large-cap growth companies and lifts emerging market sentiment, monetary easing and deregulation are creating opportunities in cyclical sectors like small caps and banks.

Carmignac Portfolio Tech Solutions at the time of the AI revolution
  • 2 days ago

As concerns about a potential artificial intelligence bubble continue to grow, investors are asking themselves: are AI companies overvalued?

MarketVector™ Crypto Heat Index — Measuring Market Temperature
  • 2 days ago

Jonas Weber, Digital Assets Analyst

Forward with focus
  • 2 days ago

Discover how AI and evolving policies are creating unprecedented opportunities. Access authoritative insights from experts to stay informed and prepared in today’s rapidly changing world.