Markets Recon

Thematic / Megatrends

Consider how global mega forces are impacting portfolios

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13 Nov Last indexed
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All Thematic / Megatrends insights.

Source Title Topics Published Actions
ETF Trends Advisors Warm to International Stocks as U.S. Gets Top-Heavy
Kepler Partners Scottish Mortgage – MiniMax: the Chinese AI lab doing more with less
DPAM The crucial gaps in AI accountability
Galaxy Chart of the Week: How Polymarket Priced Odds of Huang’s Exit
Galaxy Open-Weight AI Loses Its Best Advocate at the Worst Possible Time
Galaxy Weekly Research Brief: Open-Weight AI After Jensen; Aave Cleans House; Ethereum Edginess
BBH Automating account opening through API connectivity with CACEIS
Charles Schwab Stocks Up as PPI Cools, Nvidia Attempts Rebound
Boston Consulting Group Why Operationalizing Governance Gives Banks an Advantage in Scaling AI: AI Safety and Governance in Banking 2026
Boston Consulting Group Personalizing Change Management at Scale
McKinsey & Company Separating signal from noise: The always-on finance intelligence layer
BNP Paribas Asset Management View from the markets: Asia may not follow US rate hikes
Macrobond Financial U.S. Midterms - What Lies Ahead for the Economy and Markets?
UBS Asset Management The AI middle way
State Street Investment Management How the midterms could reshape the AI investment cycle
Edmond de Rothschild Asset Management Market Flash: The Fed changes gear
Edmond de Rothschild Monthly CIO View: Does the recent volatility in the Tech sector herald the bursting of the AI bubble?
CCLA The road to humane AI
Adams Street Partners Private Markets 2027 Outlook: Selectivity and Fundamental Value Creation Are Paramount
Platinum Asset Management Healthcare in India: There’s more to Asia than AI
Man Group GLP-1s: A Health Revolution at What Cost?
AllianceBernstein Speed Bumps? How Rate Spikes Shape US Stock Valuations
ETF Stream Rethinking thematics: Deglobalisation, AI and concentration
ETF Stream MSCI ejects Strategy from global benchmarks in blow to crypto treasury model
ETF Trends Positioning for the AI Board Game

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