Accessing the promising return potential of AI requires a thorough understanding of this investment theme’s unique set of risks.
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.
Hear how AI and other advances in healthcare are transforming patient outcomes and leading to new investment opportunities.
NVIDIA’s latest earning results reflect continued solid growth for generative AI offerings.
Both companies and households stand to benefit from the myriad ways AI can enhance productivity.
Explanation of how generational preferences impact workforce success, consumer choices, as well as investment returns, and how to navigate them.
Matthew Bullock and Lara Castleton from the Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
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.