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Unstoppable trends

Unstoppable trends are reshaping the world around us. As well as transforming the ways we live and work, they are creating potential long-term opportunities and risks for portfolios.

Long-term forces powering growth

Long-term investment trends to watch

The evolution of G2 deglobalization and its implications

As economic competition between China and the US intensifies, technology has become the primary focus. Separating the development, use and distribution of technology by the world’s two largest economies will create new risks and potential opportunities for investors.

Learn more about The evolution of G2 deglobalization and its implications

Unusual investment opportunities in an atypical energy cycle

World events and the rise of renewable energy are reshaping the energy landscape. The players leading the charge include major traditional energy companies and energy producing nations that see the green transition as inevitable and profitable. Capital scarcity favors leading firms with strong capital positions.

Learn more about Unusual investment opportunities in an atypical energy cycle

Generative AI: The beginning of (another) technological revolution

We are likely witnessing the birth of a technology as significant as the internet itself. The growing demand for generative AI will have ripple effects across industries, with winners and losers emerging over time.

Learn more about Generative AI: The beginning of (another) technological revolution

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