Generative AI is set to radically alter how humans interact with technology, likely ushering in an era of rising productivity.
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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.
How AI and innovation-driven productivity could propel economic growth and companies’ bottom lines.
The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.
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.
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.
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.