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.
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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.
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
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.
Findings from a research trip of semiconductor manufacturers to assess their environmental footprint and ESG efforts.
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.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.