Markets Recon

Powering the path to decarbonisation

12 May 2026

As the global drive towards a cleaner energy future accelerates, technologies that enable reliable and scalable decarbonisation ar...

By Nuveen In Commodities, Thematic / Megatrends, Equities

PEI Keynote Interview: Tapping the VC Pipeline

12 May 2026

In a recent PEI Keynote interview, Adams Street Partners’ Brijesh Jeevarathnam and Stephen Bluestein explain how accelerating AI innovation is impacting the global venture landscape—from the renewe...

By Adams Street Partners In Private Markets, Portfolio Construction, Equities, Thematic / Megatrends, Sustainability, Macro, Wealth Practice

IFM welcomes Government action to establish an Australian-made low carbon liquid fuels industry and strengthen Australia’s fuel security

12 May 2026

IFM Investors, alongside MoU partners Ampol and GrainCorp, has welcomed a commitment to introduce a demand measure that provides certainty for new Australian low carbon liquid fuel production and s...

By IFM Investors In Thematic / Megatrends, Sustainability, Macro

The Digital Backbone: Infrastructure Powering a More Sustainable, Connected Economy

12 May 2026

By Impax Asset Management In Thematic / Megatrends, Private Markets, Sustainability

The operational pressure building in transfer agency

11 May 2026

Discover how digital transfer agency, automation, tokenisation, and data driven operations are transforming fund administration.

By Apex In Thematic / Megatrends

Dubai Financial Services Authority regulatory update Q1 2026

11 May 2026

Explore key Dubai Financial Services Authority regulatory updates for Q1 2026, including crypto token framework changes, AML amendments, and enforcement actions

By Apex In Industry, Thematic / Megatrends

From Code to Clinic: How AI Is (and Isn’t) Rewriting the Life of a Drug

11 May 2026

In this episode of William Blair Thinking Presents, Matt Larew, partner and equity research analyst covering life science tools and diagnostics, explains where AI is accelerating early discovery, w...

By William Blair In Thematic / Megatrends, Equities

Energy self-sufficiency in the age of shocks

11 May 2026

Energy shocks expose risks. Discover why electrification and investment gaps shape the race to energy self-sufficiency.

By Robeco In Commodities, Thematic / Megatrends

Disruption decoded: How AI is rewriting the software playbook for private credit investors

11 May 2026

AI is driving a structural reassessment of software credit risk in private credit portfolios.

By J.P. Morgan Asset Management In Thematic / Megatrends, Private Markets, Fixed Income, Portfolio Construction