Thematic solutions

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Active management Artificial intelligence (AI) Thematic exposure Content CoE Program Global Program Future Themes Equity Thematic solutions Thematic qualifer Article
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Thematic investing focus: how exactly will AI transform the world?

We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?

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By

Dáire Dunne, CFA

Aaron Koh

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8 min
Article
2025-06-30
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Active management Macro and market Macro Thematic solutions Factor solutions Multi-Asset solutions Equity Multi-asset Article iStrat
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Divergence isn’t just about central bank policy

Divergence has implications for investors —and central bank divergence is only one of five ways to think about it.

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By

Natasha Brook-Walters

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8 min
Article
2025-06-30
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Outlook Equity Volatility Growth Cash-driven investing Asian Opportunities Emerging Market Development China Focus Equity Asia Technology Global Innovation Global Stewards EM equity Mid-cap Small cap Large cap Thematic solutions Market commentary Tactical allocation Active management Article
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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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Article
2025-06-30
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Innovation Thematic exposure Equity Disruption Emerging markets Thematic solutions Emerging Market Development Thematic qualifer Discretionary Article
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What route is right in emerging markets investing?

How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success. 

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By

Simon Henry, CFA

Dáire Dunne, CFA

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Article
2024-12-31
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