The hype around AI has driven the prices of a select group of stocks, most notably the Magnificent Seven, to new heights.
Managing the hype cycle of Artificial Intelligence
Henderson Opportunities Trust: Half-Year Results
Fund Manager, Laura Foll, discusses the half-year results for Henderson Opportunities Trust (HOT), including the trust’s performance over the period, changes to the portfolio and provides her outlook for UK smaller companies.
JH Explorer in Belgium: Semiconductor industry innovation
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Navigating biotech: Three challenges for family office investors
It’s easy for family office investors to get caught up in the story of smaller biotech firms that have the potential to change the world if their drugs or products come to market. Navigating these challenges can help to separate the noise from reality.
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U.S. election year: Prioritize trends over politics
Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.
Global equity view: Looking beyond the Magnificent Seven
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
Navigating new heights: Elevated yields unlock fixed income opportunities
In their mid-year outlook, the PCS Team at Janus Henderson discusses how higher yields are creating positively skewed return opportunities for fixed income investors.
Beyond Carbon: Investing in a credible climate transition to drive real-world change
Watch the pivotal discussion on the journey toward a sustainable future with our webinar, “Beyond Carbon: investing in a credible climate transition to drive real-world change.” that took place on 18 June.
Listed real estate: Weaker shelter inflation the additional signal needed for Fed rate cuts?
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.