Thematic / Megatrends

Consider how global mega forces are impacting portfolios

AI’s Hidden Cost: Why Water Risk Belongs on Every Investor’s Radar
  • 17 hours ago

Access to clean water may be a deciding factor in who wins or loses the AI race.

Equity Outlook: Middle East War, Energy Shock Test Fragile Markets
  • 17 hours ago

Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...

Putting AI to Work: A Scorecard Sharpens Insights
  • 17 hours ago

The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...

Biotechs and the potential AI advantage
  • 17 hours ago

AI won’t replace biotech — it will supercharge it.

What sectors are well placed to enjoy real AI gains?
  • 08 Apr 2026

As artificial intelligence investment surges across industries, real progress varies widely. Drawing on conversations with more than 50 European companies, we explore who is truly prepared for AI‑d...

Keynote Interview: Europe's mid-market moment
  • 08 Apr 2026

Europe is entering a period of sustained infrastructure investment growth. Energy security and affordability, ageing networks, the pace of decarbonisation and a digital economy that is becoming mor...

Envisaging and enabling cities of the future
  • 08 Apr 2026

Cities are facing the pressures of rising urbanisation, ageing assets and constrained public balance sheets. However, we believe a series of incremental infrastructure investments across energy, wa...

Sector Market Perspectives: Q2 2026
  • 08 Apr 2026

Learn how geopolitics, commodity supply disruptions, and AI CapEx are impacting US sector fundamentals and what it means for investors.

Governance is the alpha: Gulf family capital in 2026
  • 07 Apr 2026

Key 2026 trends shaping Sharia asset management for family offices — from compliant private credit and governance frameworks to AI-driven portfolio operations.