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Thematic / Megatrends

Consider how global mega forces are impacting portfolios

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340 Managers
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3 Nov Last indexed
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All Thematic / Megatrends insights.

Source Title Topics Published Actions
World Gold Council Gold Market Primer: Market size and structure
Commodities Industry
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Amundi Central banks hold rates steady as inflation, AI investment and growth risks reshape markets
Industry Fixed Income
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Blackstone Ramp Co-Founder and Co-CEO Eric Glyman on AI Adoption, Jobs, and Token Spend
Thematic / Megatrends
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Columbia Threadneedle Investments In Credit Weekly Snapshot – Tech it to the limit
Thematic / Megatrends Equities
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Franklin Templeton Emerging Markets Insights: Big Tech AI Spending
Emerging Markets Equities
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Ninety One Capital Market Assumptions - October 2026
Portfolio Construction Thematic / Megatrends
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S&P Global Energy Transition in US Elections; Shifting Private Markets Environment; and AI Anxiety or Opportunity
Commodities Macro
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S&P Global Carbon removals coming of age: BECCS and the future of carbon markets
Thematic / Megatrends Equities
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UBS Asset Management Defiant consumers?
Thematic / Megatrends Emerging Markets
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AllianceBernstein Healthcare Stocks Deserve a Second Opinion
Equities Thematic / Megatrends
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Ameriprise Financial Can the next Congress really address Americans’ kitchen-table concerns?
Equities Thematic / Megatrends
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Ashmore Group AI concerns drive further tech downside as US midterms loom
Thematic / Megatrends Equities
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Barclays Private Bank AI sell-off: strong demand vs. funding needs
Thematic / Megatrends Equities
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Breckinridge Capital Advisors Concentrate on This: AI’s Expanding Reach Across Corporate Credit
Equities Thematic / Megatrends
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CF Benchmarks Binance Hack Turns a Post-FOMC Drift Lower Into a Sharp Decline
Thematic / Megatrends Digital Assets
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CFA Institute Digital Currencies: Five Questions Every Portfolio Manager Should Ask
Thematic / Megatrends Digital Assets
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Invesco Why the bull market may be changing, not ending
Equities Thematic / Megatrends
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Janus Henderson Investors AI, geopolitics, and the reshaping of technology investment
Thematic / Megatrends Macro
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Muzinich & Co Muzinich Weekly Market Comment: Something for everyone: politics, central banks and resilient growth
Industry Macro
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Quintet Taking some chips off the table – Counterpoint November 2026
Thematic / Megatrends Macro
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UBP Major central banks mostly held their interest rates steady last week.
Industry Thematic / Megatrends
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UBS Asset Management Tech sell-off highlights rising scrutiny of AI spending
Industry Equities
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William Blair AI Infrastructure: What to Expect as Data Centers Head to the Ballot Box
Thematic / Megatrends Private Markets
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AllianceBernstein Demographics: Going the Way of the Ents?
Thematic / Megatrends Macro
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Amplify ETFs Semiconductors: The Opportunity Extends Beyond a Single AI Company
Equities Thematic / Megatrends
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