Thematic / Megatrends

Consider how global mega forces are impacting portfolios

An alternative model: China’s low-cost AI strategy
  • 22 hours ago

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 hours ago

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 hours ago

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 hours ago

Insights from our portfolio managers

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

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 hours ago

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 hours ago

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 hours ago

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 hours ago

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