Investment Themes Videos

Investment Themes

AI Megatrend; Blessing or Bubble?

26 Nov 2025 —

Rudi Filapek Vandyck

Investors have become noticeably worried about equity markets’ valuations, in particular for companies linked to the AI megatrend. There’s plenty of doom and gloom going around, but are these concerns justified? Rudi Filapek-Vandyck, Editor & Founder of FNArena gives us his views.

Investor Education Shares Investment Themes

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Energy Transition - Investing in Industrial Change

12:15

29 Mar 2023

Energy Transition - Investing in Industrial Change

Gaudi Schneider from Max Alpha presents 'Energy Transition - Investing in Industrial Change' at the InvestmentMarkets 2023 Virtual Investment Seminar.

ESG Investment Themes

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Explore 100's of investment opportunities and find your next hidden gem!

Search and compare a purposely broad range of investments and connect directly with product issuers.

Explore Investments

Few Investors Really Understand Inflation. Here’s What It Means

Inflation remains one of the more important investment inputs investors need to get their heads around. It truly influences what you should own if you’re aiming to outperform.

Macro Investment Themes Investor Education

9 Sept 2026

· Simon Turner

· 8 MIN READ

The Bigger Picture - September 2026

A personal question for you: in all honesty, how often do you check your portfolio?

Investment Themes Macro Investor Education

6 Sept 2026

· Simon Turner

· 7 MIN READ

The Great Uranium Deficit: A Shortage the Market Has Stopped Paying For

Uranium has become a rare commodity where almost everyone agrees on its direction and almost nobody agrees on the optimal timing.

Commodities Investment Themes ETF Investor Education

2 Sept 2026

· Simon Turner

· 7 MIN READ

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