Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Equity Beat: Bargain Hunting Along Route 66
  • 19 hours ago

Investors can relate to the story of Amboy. Parallels can be drawn to legacy media and cable stocks, office real estate investment trusts (REITs) during the height of hybrid work trends, and tradit...

The Terrorism Pool Index 2026
  • 19 hours ago

A review of terrorism insurance programs in selected countries.

Risk leaders: How to strengthen cyber resilience against geopolitical disruption
  • 19 hours ago

By quantifying your exposures, you can make better cyber risk decisions and boost cyber risk resilience in the face of global volatility.

Investor takeaways from today's volatile and rapidly shifting private markets environment
  • 19 hours ago

Private Markets 700 research shows that institutional investor return expectations are increasing, regulation, geopolitics, and megatrends are reshaping infrastructure allocations, and value add in...

U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
  • 19 hours ago

Despite macro volatility, Industrials and Materials remain undervalued and supported by strong industrial activity, manufacturing investment, and infrastructure demand.

United Kingdom: Social security agreement with India
  • 19 hours ago

India and U.K. sign social security agreement allowing workers on temporary assignment between the two countries to contribute only to their home country’s system to avoid double contributions.

Reinventing Financial Advice: AI and the Next Era of Wealth Management
  • 13 Mar 2026

Key Takeaways Public market investors are rapidly pricing in AI disruption risk across wealth management and other verticals The risks to traditional fee structures are real, but core advantages s...

UK Equities – Beyond the AI turbulence
  • 13 Mar 2026

Why the UK market deserves a second look

Staying Grounded: Reducing AI Hallucinations
  • 13 Mar 2026

Five techniques can help human experts tame hallucinations and make models more effective.   Artificial intelligence (AI) is a transformative technology, but as with any technology, it isn’t foolp...