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
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Geopolitical factors have a significant impact on companies, including those that are enabling AI.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
Tim Marshall, explores why geography is so important in shaping global tensions, while Janus Henderson CEO Ali Dibadj provides his take on the implications for investors.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
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