Matthew Bullock and Lara Castleton from the Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
Insights
Generative AI is set to radically alter how humans interact with technology, likely ushering in an era of rising productivity.
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.
How AI and innovation-driven productivity could propel economic growth and companies’ bottom lines.
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.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.