Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
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.
Generative AI is set to radically alter how humans interact with technology, likely ushering in an era of rising productivity.
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
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.
The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.
Findings from a research trip of semiconductor manufacturers to assess their environmental footprint and ESG efforts.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
Artificial intelligence is only beginning to make inroads into the healthcare sector. Here’s how investors might benefit today.
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.