As part of their mid-year outlook, Matthew Bullock and Lara Castleton from the Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy – if approached in the right way.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The possibility the UK will get a Labour government in the wake of the general election (July 4) is all but certain.1 The potential upshot of which will be political stability, a focus on growth, and the promise of warmer relations with Europe, all of which serve as a boon to UK equities, according to
Low valuations and accelerating innovation are helping biotech recover from one of its worst drawdowns on record.
Generative AI is set to radically alter how humans interact with technology, likely ushering in an era of rising productivity.
These medical advances are revolutionizing patient care and creating new growth opportunities in the sector.
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Global equities have been driven by a small number of leading companies, notably the technology giants making up the so-called Magnificent Seven. But the opportunity-set is now broadening out. Here we explore key drivers at play in Europe and Japan, as covered by portfolio managers Tom O’Hara, Rory Stokes, and Julian McManus at the recent
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
The backdrop for Japanese listed property stocks looks supportive for a revival in the asset class.
In their mid-year outlook, Marc Pinto and Lucas Klein explain why they see a growing opportunity set in stocks.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.