Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Tipping points, firming plans: How to plan for extreme climate uncertainty
  • 06 Mar 2026

Finding your organization’s route through extreme uncertainty from climate tipping points is now urgent. A pragmatic mindset and proven techniques can uncover your path.

From Transition to Physical Risk: Rethinking Portfolio Manag...
  • 06 Mar 2026

Over the past fifteen years, responsible investment has evolved, shifting from broad ESG scores to more granular climate risk management.

Stay the course: Five inconvenient climate truths boards must address
  • 06 Mar 2026

Boards must not pause climate action — strong climate governance drives long‑term strategy and advantage.

AI’s expansion runs on smaller companies
  • 06 Mar 2026

ClearBridge Investments: The AI revolution's biggest winners may not be the mega-cap developers everyone's watching. Smaller-cap specialists building the physical infrastructure behind AI could off...

Software’s Big Sell-Off: Structural Risk or Narrative Noise?
  • 05 Mar 2026

AI concerns are forcing a rapid reset of software stocks. But disruption rarely unfolds as fast as markets expect. Software stocks have suffered a rude awakening amid fears that artificial intellig...

An evergreen future for emerging market private credit?
  • 05 Mar 2026

Recent volatility in US private credit has exposed strains within evergreen funds holding long-dated, illiquid loans. Felipe Berliner explains why emerging market private credit may offer a better...

AI state of play: Shifting gears to autonomous and physical applications
  • 05 Mar 2026

AI is entering a new phase defined by reasoning led models, agentic systems and accelerating infrastructure investment.

CIO Perspectives Podcast: SaaSpocalypse, the AI Death Star and Private Credit Indigestion
  • 05 Mar 2026

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...

AI catalysts: Power, resources and public trust
  • 05 Mar 2026

AI’s rapid expansion is creating huge demand for energy and critical minerals, especially copper. Success will depend on finding reliable power sources, overcoming supply challenges, and building p...