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?
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.
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.
So far in 2025, EM sovereign supply hit record levels with a trend of issuing in non-dollar currencies seen. What are the benefits for issuers and investors?
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
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.
The market has become much less cyclical over time, and valuations have increased alongside growth and quality.