Key takeaways from Milken Institute’s 2026 Global Conference, with themes ranging from geopolitical realignment to the broadening set of AI beneficiaries.
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.
A deep dive into the current state of AI, including the latest advancements, its potential to propel economic growth, and the rise of agentic AI.
In contrast to many securitized credit sectors, the U.S. Agg captures very little credit spread income relative to its duration.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
The latest quarterly earnings results from Big Tech companies reveal that AI is showing up in growth, not just CapEx spending.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
AI is proving to be a tailwind for technology segments that had previously not been seen as direct beneficiaries.
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
Demand for artificial intelligence (AI) compute is still running well ahead of supply despite recent capacity additions.
Five key aspects of the deglobalization and inflation backdrop suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.