Thematic / Megatrends

Consider how global mega forces are impacting portfolios

AI investment matrix: Four signals, four scenarios
  • 21 Sep 2026

With US equities increasingly tied to the AI trade and hyperscalers splurging on data centres, how investors can prepare for the next stage of the AI trade.

"Innovation alone is never enough" - interview with Maria Luisa Siccardi
  • 21 Sep 2026

Medacta Group board member Maria Luisa Siccardi discusses the role of innovation in medical technology.

Unpack climate change, switch the narrative
  • 21 Sep 2026

AI is becoming a credit-cycle story, not just a technology story
  • 18 Sep 2026

AI is reshaping credit through infrastructure spending, debt issuance, and productivity gains, and creating opportunities and risks across sectors.

A Primer on Understanding Stablecoins
  • 18 Sep 2026

The Bridge Between Crypto and Your Wallet.

So Far, AI Is Reshaping More Than Cutting the Workforce
  • 18 Sep 2026

AI is reshaping hiring, skills and career paths more than cutting jobs, with talent redeployment mattering for productivity, growth and investors.

Emerging markets, AI, and index concentration: Navigating a different opportunity set
  • 18 Sep 2026

How artificial intelligence, technology leadership, and record index concentration are reshaping emerging market equities—and the implications for portfolio construction.

Shipping and cargo: navigating risk in an increasingly volatile world
  • 18 Sep 2026

Explore how shipping and cargo businesses are managing geopolitical, climate and trade risks while maintaining supply chain resilience.

Bonds, ballots, and the elephant in the room
  • 18 Sep 2026

Markets navigate geopolitical uncertainty and shifting interest-rate expectations amid AI expansion.