In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
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AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
Recent deals within the AI ecosystem seek to align major players in the effort to meet voracious demand.
NVIDIA is reaffirming its dominant position in the AI infrastructure space.
Janus Henderson’s ‘Partnerships for a Brighter Future’ event in New York discussed AI and bionic enhancements that can support human resilience.
Commercial development and adoption of autonomous driving is being driven by accelerating AI advancements.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
Innovation in reasoning models is driving a pivot in AI infrastructure demand.
Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
Market concerns around DeepSeek's most recent LLM developments and its implications for investors.
Explanation of how generational preferences impact workforce success, consumer choices, as well as investment returns, and how to navigate them.