Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
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Why the lack of a viable utility-scale, long-duration energy storage solution has far-reaching implications.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, highlighting key investment themes and opportunities across the market capitalization spectrum.
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.