Thematic / Megatrends

Consider how global mega forces are impacting portfolios

Global Equity Quarterly (Q3 2025)
  • 10 hours ago

When cyclical tailwinds begin to fade, when high valuations and limited government budgetary freedom weigh heavily, or when the AI freight train slows, where do you invest? Future Quality investing...

Look Forward | Episode 19: Powering the Future: Data Centers at the Crossroads of AI and Sustainability
  • 10 hours ago

In this episode of the Look Forward Podcast, host Molly Mintz reconnects with the audience as she dives deep into the critical role of data centers in the evolving landscape of artificial intellige...

US equities - Artificial intelligence: Not a bubble… yet
  • 1 day ago

Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of ChatGPT…

Sustainable investing in 2026: The continuing path to a more resilient future
  • 1 day ago

Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
  • 1 day ago

The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying econ...

Navigate tech concentration carefully
  • 1 day ago

Rapid innovation in AI and tech is driving market leadership, but valuation risks and question marks about future demand call for careful portfolio positioning.

Navigating AI and deglobalisation: Tech leadership in an age of uncertainty
  • 1 day ago

How does the tech sector benefit from exceptional leadership to navigate an era of heightened macro and economic uncertainty?

StepStone Real Estate Fall 2025 House Views
  • 1 day ago

Momentum is building across real estate markets, with US transaction volume back at long term norms and capital calls running 21% above normal for non-core funds for the third quarter of 2025. This...

Apex Group Appoints Vince Turcotte as Sales Director for Apex Digital Asia Pacific
  • 1 day ago

Apex Group Ltd, the leading global financial services provider, is pleased to announce the appointment of Vince Turcotte as Sales Director for Apex Digital APAC