Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Using a circular economy lens to uncover value amid disruption
  • 19 Jun 2026

Explore how supply chain shifts, AI-driven demand and Asian tech leaders are creating new growth opportunities.

Tokenisation gaining altitude: what 100+ asset management executives really think
  • 19 Jun 2026

Explore tokenisation services covering asset tokenisation, tokenising assets, digital currencies, and the tokenisation process to unlock access, efficiency, and new investment opportunities.

REASSURINGLY DIVIDED: WHY THE AI-DRIVEN ECONOMIC DISPARITY SHOULDN’T CONCERN INVESTORS
  • 19 Jun 2026

Economists and strategists have long been taught that the US economy is dominated by consumers, and of course this is borne out by the well-established contribution of consumption to economic growt...

Campbell: Keep calm and carry on
  • 19 Jun 2026

Campbell is a systematic investment manager founded in 1972, the very same year UBP began investing in hedge funds, marking a parallel legacy of early innovation in alternative strategies.

Debt, Geopolitics, and Humanoid Robotics: Unlocking Productivity in a Changing World
  • 19 Jun 2026

Explore one of our recent reports, which navigates the geopolitical race for humanoid dominance.

Succession planning in higher education is broken and costs are mounting
  • 19 Jun 2026

Higher ed faces a succession crisis. Rising departures, weak planning and governance conflicts raise cost and risk. Boards must treat succession as a strategic, board-owned process to ensure stabil...

WTW Rx Pulse Survey shows that most employers are not changing GLP-1 coverage
  • 19 Jun 2026

Most employers are holding steady on GLP-1 obesity coverage, even as costs continue to climb. Our latest Pulse Survey reveals how employers are balancing access, affordability and clinical oversight.

What AI can't build: The enduring role of infrastructure in a disrupted world
  • 18 Jun 2026

AI is repricing risk across sectors. We examine why infrastructure's physical, capital-intensive nature makes it resilient to substitution, and where AI is likely to enhance, rather than displace,...

Invitation | 2026 Amundi's Mid-Year Outlook: Power of endura...
  • 18 Jun 2026

Join this Mid-Year Outlook 2026 to assess geopolitical risk, the new Fed Chair, Europe’s security agenda and AI opportunities, and refine portfolios for...