Thematic Investing In 2026: AI, Defense, Infrastructure, And The Next Phase Of Market Transformation
Thematic investing is increasingly shaping how investors interpret markets heading into 2026 as AI, geopolitical fragmentation and infrastructure constraints intersect. Jay Jacobs discusses.
In response to continued uncertainty around the future of the MITRE-run Common Vulnerabilities and Exposures (CVE) program, a European cybersecurity organization has launched the Global CVE Allocation ...
Around two in five (39%) CMOs say they experience significant gaps in data integration across agency and brand systems. Indeed, half (50%) say fragmented systems make it hard to track ROI, suggesting ...
Researchers from Yunnan University, the Shanghai Astronomical Observatory (SHAO) of the Chinese Academy of Sciences, and the National Astronomical Observatory of Japan have unveiled new insights into ...
New research models how crosschain price gaps and capital friction are eroding efficiency as tokenized markets scale across blockchains. Fragmentation across blockchain networks is already imposing a ...
Alfredo has a PhD in Astrophysics and a Master's in Quantum Fields and Fundamental Forces from Imperial College London. Alfredo has a PhD in Astrophysics and a Master's in Quantum Fields and ...
Ann Blakely is the managing principal of Baker Tilly's digital solutions practice, with a focus on modernizing legacy business models. As organizations accelerate their digital transformation ...
In a groundbreaking study that explores the ecological consequences of forest fragmentation, researchers are examining the degradation of edge forests and the associated carbon loss. The study, titled ...
Windows users may remember occasionally running a system defragmentation back in the day. A system defrag would reorganize information on the drive to improve storage and access. Now, Windows ...
The global business climate in 2025 reflects a decisive pivot away from the cooperation that once defined the post-Cold War order. A new KPMG report titled Top Geopolitical Risks 2025 details how ...
The Nature Index 2024 Research Leaders — previously known as Annual Tables — reveal the leading institutions and countries/territories in the natural and health sciences, according to their output in ...
Discover how institutions navigate complexities caused by fragmentation in the crypto markets. Market fragmentation in crypto is a paradox. In contrast to consolidated markets, where traders compete ...
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