Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Diverse and compounding implications of South America’s drought for risk managers
  • 7 days ago

South America's drought of 2024, driven by El Niño and climate change, affected agriculture, energy, transport and water supplies, highlighting cross-sector challenges for risk managers in a warm...

Market flash: The markets are flying blind
  • 7 days ago

• Despite contradictory announcements from the Trump administration, markets reacted positively to the temporary tariff exemptions on Chinese technology imports and progress in trade talks with Jap...

How can the UK move adaptation up the climate agenda?
  • 7 days ago

Climate adaptation has historically been overshadowed by mitigation, leaving nations vulnerable to climate impacts like extreme weather and rising sea levels.

Japan's Green Transformation Plan to boost smart energy investments
  • 7 days ago

Discover how Japan’s €1T GX Plan is driving smart energy innovation and clean growth across Asia with bold investments in green tech.

Are Your Portfolios Ready for Reversals?
  • 7 days ago

As we entered 2025, American exceptionalism emerged as a prominent topic, but the first quarter saw international stocks outperform U.S. stocks and value stocks outshine growth stocks. While future...

What’s the impact of Trump’s latest restrictions on NVIDIA and other chip suppliers?
  • 7 days ago

Trump’s latest semiconductor restrictions are advancing the shift towards AI chip deglobalisation.

EARTH DAY 2025: INSIGHTS FOR INVESTORS AND BUSINESSES
  • 7 days ago

Learn about sustainable investing trends and corporate sustainability themes surrounding the future of energy in the age of AI.

Quant Street, Episode 5 – What does AI mean for quant investing?
  • 8 days ago

How AI is transforming quant investing—Robeco’s Iman Honarvar on data, models & real-world use.

Financial institution industry insurance market updates : 2025 outlook
  • 8 days ago

Dive into the the latest insurance market conditions for global financial institutions in 2025 with individual updates on the asset management, banking, digital assets, FinTech, and insurance sectors.