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Future Themes

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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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Future Themes Currency Cryptocurrency Blockchain Alternatives Artificial intelligence (AI) Article
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Evaluating cryptocurrencies as an asset class
We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.
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By

Alexandre Chau

Ranjit Ramachandran, CFA

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Article
2023-02-28
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Climate ESG Future Themes Macro and market Quick Take
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Ten essential climate questions for private companies
We explore how climate change impacts private companies and share the top questions for companies to be prepared to address as this issue grows.
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By

Hillary Flynn

Julie Delongchamp, CFA

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Quick Take
2022-06-30
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