Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Grid capex in the age of renewables and AI
  • 13 hours ago

The global electricity grid is entering its most consequential investment cycle in a generation. Across geographies and market structures, the same challenge is emerging: grids need to become more...

EUROPEAN BANKS: THE NEW AI WINNERS?
  • 13 hours ago

Since OpenAI unveiled ChatGPT at the end of November 2022, investors have poured money into the companies building AI. Now they are starting to ask a different question: who is actually making mone...

Equity Outlook: AI Enthusiasm Leaves Little Margin for Error
  • 02 Jul 2026

AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...

The Physical Limits of AI: Where Scarcity Is Creating Opportunity
  • 02 Jul 2026

ClearBridge Investments: AI-driven demand is creating pricing power across the technology supply chain, presenting opportunities for select industry leaders while requiring active management to nav...

Should investment grade prime office landlords worry about AI?
  • 02 Jul 2026

AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.

Crypto Breadth Report - July 02, 2026
  • 02 Jul 2026

MarketVector

Equities Climb as Investors Look Beyond AI Leaders
  • 02 Jul 2026

A review of the week’s top global economic and capital markets news.

Monthly Macro: AI Booms, Inflation Bites, Fed Shifts
  • 02 Jul 2026

William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair’s 46th Growth Stock Conference, persistent inflation pressures, and Kev...

Emerging markets, concentration risk and the evolution of quantitative investing
  • 02 Jul 2026

Emerging markets podcast: Explore concentration risk, under-owned equities and how quant investing evolves with AI and alternative data.