After several weeks meeting companies, peers, and experts in Japan, Jigar Pipalia from the Global Sustainable Equities Team, is convinced that digitalisation is one of the most compelling investing opportunities in Japan today.
Insights
As we step into 2026, global markets are entering a new era where geopolitics and policy priorities increasingly overshadow traditional market forces. Jay Sivapalan, Head of Australian Fixed Interest shares the investment outlook for 2026 and explores the opportunities for investors.
Lebanon’s reform hopes hinge on banking overhaul and Hezbollah disarmament. The IMF meetings gave some further perspective on these prospects ahead of the May elections.
While big tech is making headlines in the US, small caps benefit from much high pricing dispersion and market inefficiencies. Is this the area where active managers can shine?
NVIDIA assuages investor concerns around the AI bubble.
Amid global uncertainty and shifting credit conditions, we explore how innovation, attractive valuations, and deep research make small caps a compelling choice.
The biotech sector has rebounded from a sharp sell-off earlier this year and could deliver even more value to investors who know where to look.
We explore how understanding of the impacts of climate change and biodiversity on farming reveals opportunities in advances in agriculture.
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
Declining costs and technical progress have made commercial space businesses more economically viable, creating diverse investment opportunities.
At JHI's recent Madrid Investment Summit, Ali spoke with Jeremiah Buckley and Luke Newman about where they are finding the most compelling opportunities within equities.