Investment themes

We focus on how EM Asia’s market leadership is broadening beyond the “Asia Tech” narrative, with the rally increasingly supported by three structural drivers.

From spectacle to substance: humanoid robots are moving out of controlled demos and into real-world tasks – but scaling reliable, cost-effective performance remains the real test.

The energy transition is entering a new phase. As governments race to secure power supplies, electrification is no longer just about decarbonization – it is increasingly about geopolitics, industrial policy and energy security.

As the US marks 250 years, it enters another phase of reinvention – shifting toward an AI driven economy shaped by innovation, capital allocation, and policy.

This year's client survey focused on the challenges and appropriate strategies for investing in a changing world. The survey asked clients about their optimism or pessimism on key global issues, the major drivers of structural change in the investment situation and possible portfolio responses.

On Sunday, June 14, the US and Iran announced a preliminary political understanding aimed at ending the conflict, reopening the Strait of Hormuz, and shifting from military confrontation back to diplomacy.Read more.

In this PERSPECTIVES Special – The new age of electricity: Geopolitics, the role of the state and new technologies, we explore how a new age of electricity is already reshaping the global economic and geopolitical landscape – transforming energy from a commodity into a strategic infrastructure asset.

This PERSPECTIVES Special previews the Football World Cup 2026, which represents a structural break in the history of the tournament, being hosted across 16 cities in the United States, Canada, and Mexico, thus making it the first truly tri-national and geographically dispersed World Cup.