The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
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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
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.
Artificial intelligence is only beginning to make inroads into the healthcare sector. Here’s how investors might benefit today.
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
NVIDIA’s latest earnings announcement and the factors supporting more sustainable returns for the company.
Autonomous driving technology is now reaching an important inflection point for wider adoption.