All Thematic Investing articles
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PodcastInvesting in environmental solutions: Navigating a new era of resource scarcity
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. From the surge in energy demand driven by data centres to the urgent need for water security and food resilience, the environmental asset class is evolving rapidly.
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White papersMacro brief: AI in Europe Part 2 – Comparing capex and strategy
While estimates of AI spending across regions are hard to find, every available measure shows the scale of investment in Europe is an order of magnitude smaller than in the US and China.
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White papersFinal frontier: Six reasons to explore the space economy
Investor enthusiasm for space skyrocketed this spring when SpaceX launched its initial public offering (IPO) just weeks after NASA sent four astronauts to the far side of the moon.
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BlogA warming planet hits our economy harder than a blocked strait
Tensions around the Strait of Hormuz dominate headlines, particularly the economic impact. European Commission (EC) analysis forecasts oil and gas prices will still be 20% higher by the end of 2027.
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Asset Manager NewsHidden Hill Capital Invests in CorePilot with Strategic Support from HKIC
Shanghai and Singapore, 25 August 2026 – GLP’s Hidden Hill Capital (“Hidden Hill”) in its capacity as general partner (GP) and fund manager of its growth investment focused limited partnership fund (LPF) with the Hong Kong Investment Corporation (HKIC), has completed an investment in CorePilot (启芯领航), a leading China-based Electronic Design Automation (EDA) company headquartered in Shanghai.
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White papersCan systems-level investing solve social issues?
Systems-level investing is rapidly becoming one of the most discussed ideas in sustainable finance. It promises to connect the resilience of entire economic systems to the performance of investment portfolios. At first glance, this feels like a natural evolution: if investors are universal owners, then the health of the system ultimately determines their long-term returns. But is this truly a new dawn or simply old wine in new bottles?
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White papersAgentic AI and alpha: Where the AI edge really lies
As access to powerful AI models becomes increasingly commoditized, the differentiator for asset managers is shifting from the model itself to the investment workflow built around it. Models can be licensed; workflows must be designed, refined and governed. This marks an important evolution in how artificial intelligence contributes to investment research and portfolio construction.
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White papersCapital Market Line: From Inflation Shock to Productivity Shock
Markets have navigated a series of inflationary shocks over the past few years, including Covid, tariffs, and geopolitical tensions, including most recently the closure of the Strait of Hormuz. While disagreements linger between the U.S. and Iran, neither has shown the appetite for full-fledged war.
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PodcastThe impact of AI on the media and advertising industries
Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards the production of higher value-added content. It is also reducing the need for human intervention and discernment. Developments are apparent in the hyper-personalisation of content, raising new issues for regulators.
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VideoCase video: Child-Lens Investing in practice
Child-Lens Investing recognises children as key stakeholders in financial decision-making and strives for positive investment outcomes for children. But what does this mean in practice?
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Research ReportESG Annual Report 2026
Welcome to our eighth annual Environmental, Social and Governance (ESG) Report, covering the 12-month period to March 2026.
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White papersMacro brief: AI in Europe – implications for productivity
With US hyperscalers driving the AI boom, Europe has so far been broadly absent from the excitement surrounding this technology. But the lesson from past technological revolutions is that the ultimate prize – stronger productivity growth – will depend less on where the technology is developed than on how effectively it is deployed.
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White papersEurope’s Electrification Action Plan is a Call to Private Capital
The European Commission’s new Electrification Action Plan is more than another climate policy. It is a long-term investment roadmap that gives private capital greater confidence to finance Europe’s next generation of clean energy and electrification enabling infrastructure.
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White papersFrom invention to investment: The case for UK venture capital
Britain is one of the world’s great originators of ideas, yet too many of its most promising companies have had to look abroad for the capital to grow. Institutional investors have a rare chance to fund the next stage of that growth story and capture compelling long-run return streams.
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White papersPositioning portfolios for the next world order
The global operating system is being re-wired. Strategic rivalry is back, self-interest is back, and the institutions built to manage a more cooperative world are visibly straining. None of this is sudden. The pressures have been building since the Global Financial Crisis, but their impact on markets is becoming harder to ignore. For investors, the result is a more fragmented, policy-driven world in which outcomes are more uneven and less predictable, and in which resilience matters more than ever.
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White papersThe Global Energy Transition: Three Themes for Investors
Despite policy headwinds and a challenging economic outlook, the energy transition is advancing globally. Total investment globally grew 8% in 2025 to reach a record $2.3 trillion. Behind the headline number, however, the transition is progressing in complex and uneven ways across sectors and geographies.
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White papersHedge Fund Outlook H2 2026
Hedge fund (HF) performance remained strong in H1 2026. Industry alpha also stayed elevated. The quality of HF returns, combined with investors’ search for diversification and the headline noise surrounding private assets, has continued to attract flows into the industry.
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White papersAt AI’s Edge: Precision Hardware Is Moving From Data Centers To Devices
As the AI rollout shifts from training large language models in the cloud to orchestrating armies of agents on local devices, hardware makers are racing to upgrade their components to meet rising computational demand.
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White papersRotations are playing out
In US equities, recent weeks have shown that despite low market volatility, single stock volatility is rising, as investors increase scrutiny. Market expectations for the upcoming earnings season are high, leaving the market vulnerable to some fragility in case of disappointment.
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PodcastETF inflows: Heading for a record high?
June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS* ETF beyond €3 trillion for the first time. While dominated by equities, inflows into bond ETFs were also significant, reaching the €30 billion threshold for the first time.
