Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.
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.
Marketing communication.
A visit to a leader in robotic surgery, to find out more about their latest innovation and sustainability efforts.
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.
Recent volatility in tech stocks was mainly driven by other factors and not stock fundamentals. Opportunities emerge for active managers when there are price dislocations.
Explanation of how generational preferences impact workforce success, consumer choices, as well as investment returns, and how to navigate them.
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
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.
Findings from a research trip of semiconductor manufacturers to assess their environmental footprint and ESG efforts.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.